At Watkins Uiberall, we are focused on helping community banks and other financial institutions meet financial reporting requirements while improving operating efficiencies and effectiveness. Our team members have over 20 years of experience providing professional services to financial institutions throughout the Mid South and possess the skills necessary to contribute to the success of your organization. This experience allows us to provide innovative recommendations and solutions with minimum disruption to your daily operations.

We can assist in the following areas:

Banking Services

  • External financial statement audits of the bank and related retirement plans
  • Loan Review
  • Outsourced internal audit functions
  • Bank Secrecy Act (BSA) compliance
  • Regulation O compliance
  • Loan Software Validation Review
  • Employee Account Reviews
  • Public Funds Annual Reports
  • Risk Assessment
  • Special consulting projects as requested by management

Tax Services

  • Corporation federal and state tax return preparation and consulting
  • Outsourced bank trust department tax return preparation

Retirement Plan Services

  • Plan design and consulting services including required restatements
  • Third party administration of retirement accounts
  • Preparation of annual information returns