Financial institutions are forced to manage strict regulatory requirements while keeping up with the critical demands of managing a compliance program, maintaining IT security and mitigating risk.
Yeo & Yeo has a longstanding history of providing comprehensive consulting, IT and accounting services to banks, credit unions and other financial institutions. We specialize in providing the right IT infrastructure and accounting solutions so your institution can remain compliant and address risk and security issues. Our financial institution services are designed to allow you to develop new products, reduce customer turnover, minimize costs and maximize productivity.
- 365 Continuous Monitoring
- Security Risk Assessment
- Management Consulting
- Operations Improvement
Yeo & Yeo has been a trusted advisor for us. It’s not because they can do the tax return and help us with our ESOP. It’s that whole next step which is the relationship and the advice, and that’s what I truly value is the insights provided. Taking the complex and making it simple for our business is where the value is.
Yeo & Yeo has been instrumental to the rapid growth and financial stability of our company. They assist and advise on all business planning. We trust Yeo & Yeo completely and truly value the team's input.
Our CPA at Yeo & Yeo has been our tax expert since the very beginning, and we always meet with her to talk about different aspects of how we should run the business to take advantage of tax laws and make sure we're doing things the right way. They have been with us step for step the entire time we've been in business.
Mark Co-founder and Principal
We rely on Yeo & Yeo for many items involved in the financial management of our company. Whether it’s finding hidden expenses which have required additional attention, to analyzing business opportunities and providing sound advice, Yeo & Yeo has been instrumental in our development and growth.
Very professional and easy to work with. Yeo & Yeo has a true understanding of our business.
Liz Director, Finance
We didn’t have many issues on our audit but there were gaps that we needed to fill. That’s when we signed up for YeoCare and now Yeo & Yeo Technology is continuously monitoring our system. If the backup doesn’t work, I get an email that notifies me. I get emails letting me know if we have one computer that needs to be updated or an entire office. YeoCare catches and fixes issues before they can even get to me. That takes a lot of worry off my desk. As busy as my job can be at times, it’s very helpful.
Janie Remote Member Service Manager