Serving the financial services industry has long been a focus of our firm. This commitment has translated into a significant client base and recognition as a leader in serving community-based financial institutions, broker-dealers, investment companies, and insurance providers. While many firms have industry concentrations, LaPorte’s financial services group comprises 14 multi-disciplinary professionals who meet monthly to cross-train, identify best practices, review industry trends, and work together to reach collective solutions for our clients.
Our commitment to your industry is clearly demonstrated through our professionals’ leadership roles and firm’s active participation in trade organizations and associations.
Additionally, we are registered with the Public Company Accounting Oversight Board (PCAOB), which enables us to serve publicly traded companies and broker-dealers that are regulated by the Securities and Exchange Commission. Our financial institutions clients receive the Bank Notes newsletter bimonthly. This national publication focuses on accounting, tax, and management issues unique to the industry. We also provide our clients with useful accounting updates from the McGladrey Alliance, AICPA, and Practitioner’s Publishing Company.
The LaPorte Financial Services Industry Group serves a variety of clients, including:
Eric E. Bosch, CPA
Director, Audit and Assurance Services
Cheryl Haspel, CPA
Director, Audit and Assurance Services
Barry Kyle, CPA
Director, Tax Services
Wendi Barnes, CPA, MS
Vice President, Audit and Assurance Services
Susan Berel, CPA
Vice President, Tax Services
Tommy Freel, CPA
Senior Manager, Tax Services
Courtney Garrett, CPA
Vice President, Audit and Assurance Services
Lisa Horzelski, CISA, CRISC
Senior Manager, IT Audit Services
“LaPorte is a major local player in serving the banking industry. They are in tune with our marketplace, our industry, and are a good fit for our organization. They know our business. Their size is suitable as we can deal with people who can make decisions. And, the quality of people serving us is outstanding. They are knowledgeable, professional and timely in responding.”
Tony Volz
Chief Financial Officer, American Bank
“Based on my experience, the LaPorte professionals are personable, knowledgeable, and timely. Yet, what I appreciate most is that they communicate effectively. They set expectations accurately and appropriately for our audit and tax work. They let us know in advance—how long they will be onsite, what they need from us, and by when. Prior to an audit, they will come in and review regulatory changes with us or tax implications based on how we are structured. And, finally, when we have questions, they respond timely and with succinct, on point answers. When we switched to LaPorte four years ago, we did so because we believed they were what we were looking for and I am happy to recommend them as they have met our expectations.”
Ginger Laurent
COO, Louisiana Bankers Association
“I highly recommend LaPorte Sehrt Romig and Hand. They have provided professional audit, tax, and consulting services to our bank since 1992. LaPorte brings a great deal of experience and expertise to the table, but they do so in a way that makes us feel comfortable. I’ve found them to be consistently professional, very knowledgeable, and strong in providing personal, client-driven service.
They have demonstrated the highest level of integrity in their work with us, and do a good job of keeping our business matters private. I like that they have excellent resources to draw upon and that we get straightforward, personalized, and accurate answers to our questions.”
Jim Hudson
President & CEO, Omni Bank
- The Louisiana Bankers Association
- Hospitality Financial and Technology Professionals
- Financial Managers Society
- AICPA Financial Institutions Conference
held annually in Washington D.C.
- American Institute of Certified Public Accountants
- Louisiana Society of Certified Public Accountants
- Jefferson Parish Chamber of Commerce Vice Chair of Membership
- Jefferson Dollars for Scholars - Treasurer
- St. Tammany Hospice - Treasurer
Would you like to receive LaPorte's BankNotes Newsletter?
BankNotes is a bi-monthly newsletter that includes informative articles on recent developments and trends in the banking industry.
View the current newsletter here.
If you would like to receive BankNotes electronically or by mail, sign up here.
RSM McGladrey Network Member
Click here to visit the RSM McGladrey Network website
As part of the RSM McGladrey Network, LaPorte is one of the leading accounting and consulting firms serving your industry.
The financial services industry is a diverse industry that never stands still. You need an ally who understands your organization.
The RSM McGladrey Network has been serving the financial services industry for more than 75 years. They partner with more than 2,000 financial services institutions including:
Financial websites of Interest: