Harrisburg: 3461 Market Street, Ste 101 Camp Hill, PA 17011 717-273-8626 info@breoncpa.com
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Harrisburg, PA Internal Auditors Assist Banks and Credit Unions

Trustworthy guidance on regulatory compliance, risk management, privacy, and other key issues

Today, financial institutions are under increasing pressure from all corners. A wide variety of increasingly complex federal regulations demand compliance under the threat of huge penalties. There are increased risks to online security and customer privacy. And, as always, banks, credit unions and insurance companies must be alert to fraud against consumers from within their own ranks.

At Breon & Associates, Accountants and Advisors, we want to see banks, credit unions and insurance companies flourish. We believe that our communities need financial institutions that are part of the fabric of everyday life. To support these institutions, we offer a range of advanced accounting services. With precise testing and cogent advice from our team of highly trained professionals, your organization can improve its overall management, meet regulatory requirements, and deter internal fraud.

Outsourcing and co-sourcing a range of compliance solutions

About 90 percent of America’s banks are considered small to mid-sized. These form the true backbone of the nation’s financial sector, as they cater to small-town and rural communities, which the bigger banks largely ignore. Unfortunately, local, and regional banks are under intense pressure to comply with regulations, such as the Dodd-Frank Wall Street Reform and Consumer Protection Act, imposed after risky practices by their larger competitors brought on the financial crisis of 2008. It had become more and more difficult for small to mid-sized financial institutions to comply with all the regulations.

Breon & Associates offers a variety of solutions, which include:

  • Sarbanes-Oxley testing & Internal Audit Department Support
  • Compliance audits
  • Risk assessments
  • Fraud risk assessments
  • Ethics and social responsibility

We work with financial institutions on a variety of bases, as consultants for special projects, audit leaders for niche audits, and as co-sourcing partners to bolster your internal audit staff. Our firm can also assume any tasks you would care to outsource.

Assistance for lenders performing due diligence

Lenders need to assess the risks and rewards of extending credit to businesses and individuals. Often, this requires a detailed valuation of a business asset, including a reliable quality of earnings report. You can trust our team to help you understand and manage risk as you serve your clients.

Privacy control testing for sensitive data

Mishandling customer data can open the door to liability and loss of reputation. Our experts can evaluate your processes for maintaining customer privacy, pinpoint your vulnerabilities, and recommend improvements to make data more secure.

Fraud risk assessments and investigative assistance

Fraud robs financial institutions of resources and destroys their reputation as fiduciaries. You simply cannot risk losses due to embezzlement and other illicit behavior. Our team is comprised of certified experts in fraud Investigation and prevention. We can evaluate your fraud risk, strengthen your controls, and even help you build a more ethical culture to further safeguard your organization.

Contact our Harrisburg firm for advanced accounting solutions for your financial institution

Breon Associates, Accountants and Advisors in Harrisburg provides comprehensive services for banks, credit unions, and insurance companies. To learn more about how we can meet your needs for internal audit, compliance testing, risk assessment, fraud investigation and a host of other concerns, call us at 1-888-516-8476 or 717-273-8626, or contact one of our offices online to schedule an appointment. With offices in Harrisburg and South-Central PA, Breon & Associates serves clients in Pennsylvania, New York, North Carolina, and Florida.

Camp Hill Office:

3461 Market Street, Ste 101
Camp Hill, PA 17011

Ephrata Office

901 Dawn Avenue, Suite A
Ephrata, PA 17522

Wyomissing Office

3 Park Plaza, Suite 207
Wyomissing, PA 19610

Business Services
Quality of Earnings Analysis
Accounting Clean-Up
Corporate Social Responsibility
Internal Control Assessments
Process Improvements
Building A Better Business
Tax Services
Tax Preparation
Business Tax Preparation
Individual Income Tax Prep
Business Tax Planning
S-Corp & LLC Tax Planning
Individual Tax Planning
Cost Segregation
Forensic Accounting
Business Valuation
Fraud Investigations
Litigation Support
Divorce Assets & Income
Internal Investigations
Employee Embezzlement
Business Interruption Losses
Expert Witness
Litigation Support
Expert Witness
Professional Malpractice
Wage & Hour Claims
Internal Investigations
Divorce Assets & Income
Employee Embezzlement
Business Valuations
Internal Audit & Risk
Co-Sourced Solutions
Sarbanes Oxley
Quality Assessments
Risk Assessments
Fraud Risk Assessments
Contract Compliance
Purchasing Controls