Financial Institution Specialists

Decades of Accounting Experience for Banks, Thrifts, and Credit Unions.

We have a thorough understanding of the obstacles and challenges banks and other financial institutions face. We understand the special regulatory standards your industry is held against, and we know the ins and outs of keeping your organization compliant.

Our professionals will work with you, your organization, and Board of Directors to help provide a solid resolution to all of your financial, business, and regulatory needs. Because of our inside knowledge of banking operations, we provide objective guidance and a trusted liaison with state and federal regulators.

In addition to our own financial expertise, we are a member of the BDO Alliance USA Financial Institutions Industry Group. This means you will have direct access to a national network of firms and sophisticated professionals who focus on financial institutions. Through this association, our team also receives specialized training and educational materials for your industry, which means we bring nationwide expertise to your front door.

Scheffel Boyle Financial Institution Accounting Services

  • Financial Audits
  • Accounting Services
  • Directors’/Supervisory Exams
  • Benefit Plan Audits
  • Completion of Federal & State Tax Returns
  • Agreed Upon Procedures
  • Merger & Acquisition Consulting
  • Business Succession Planning
  • Retirement Planning
  • Internal Audit Assistance
  • Operational Reviews of Internal Controls
  • General Consulting

Meet the Financial Institutions Accounting Leadership Team

Dennis E. Ulrich

CPA | Managing Principal
Edwardsville, IL

Brian A. Otten

CPA | Principal
Belleville, IL

Scott A. Weber

CPA | CCIFP | Principal
Edwardsville, IL

Financial Institutions Memberships & Associations

IBA Illinois Bankers Logo

What Our Financial Institution Clients Say

Alan Meyer, President/CEO

“The accounting and consulting services we have received from Scheffel Boyle have surpassed the credit union’s expectations. Their staff is very professional and easy to work with. I can count on Scheffel Boyle to support us in meeting our accounting needs. I have worked with The Scheffel Companies for 30+ years and would recommend them to any organization needing an accounting and consulting firm.”

Alan Meyer, President/CEO1st MidAmerica Credit Union

We work with our clients

We work in partnership with each of our clients, always looking out for their best interest. We don’t bring cookie-cutter processes to the table, because every business has its own circumstances and challenges. Even when we know your industry inside and out, we also know your specific business is unique. It our job to apply our expertise in accounting and finance to the nuances of your business.

Service is Everything

We are highly proactive in serving our clients. We believe service is respect. We never leave clients hanging, or let questions go unanswered. We know your time is valuable, and your needs are important. When you work with our team of professionals, you will know we respect your business and care about its success.

How can we help your financial institution?