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Financial Services Organizations
Financial services organizations are continually under pressure from regulatory bodies to provide on-time, accurate reports within a highly technical enviroment. These organizations are subject to rigorous deadlines placed upon them by FINRA, SEC, NCUA, the IRS, and insurance commissions. In addition, financial services organizations must ensure that their information is accurate and virtually flawless. Lally & Co. has developed a process that anticipates these “reporting crunches” and provides relief for professionals in the financial services industry.Our Proactive Financial ComplianceSM process meets these aggressive turnaround requirements and provides comprehensive, expert knowledge across the financial services industry.
View our list of services for Financial Services Organizations.
Partner Contact:
Edward J. Gorski
ejgorski@lallycpas.com
412-348-3103
“Professionals in the financial services industry have direct-line access to Lally & Co.’s partners and managers. Our team identifies and presents year-end issues before they become year-end problems.”
– Edward J. Gorski, Partner
News and Events
Lally & Co. Celebrates 25th Anniversary
Lally & Co. is celebrating 25 years of simplifying and solving our clients’ complex tax and business issues.
Read More.
Lally & Co. is celebrating 25 years of simplifying and solving our clients’ complex tax and business issues. Read More.
Lally & Co. Unveils New Brand Identity
To better reflect Lally & Co.’s distinct way of serving clients, the firm has undergone a brand unveiling. Click here to learn more.
To better reflect Lally & Co.’s distinct way of serving clients, the firm has undergone a brand unveiling. Click here to learn more.