Financial Institutions

Full-Service Technology and Accounting Solutions for Financial Institutions

Guide to Secure File Storage and Transfers

How Employee Habits Can Make or Break Your Cybersecurity

Keeping Password “Spraying” From Compromising Your Network

Financial Institutions

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.

Managed Services
Cybersecurity
365 Continuous Monitoring
Hardware
Security Risk Assessment
Custom Programming
Business Accounting Software

Audit & Assurance
Consulting
Tax Planning
Payroll Processing
Management Consulting
Operations Improvement

Related Resources

Tax Center

Your go-to for tax related updates, learning, forms and more.

Tax Center

Financial Calculators

Use our financial calculators to estimate loans, compare rates, evaluate refinancing and more.

Financial Calculators

Audit Center

Everyday audit resources and useful links.

Learn More

View All Yeo & Yeo Resources

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.

James COO/CFO

Financial Institutions

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

Financial Institutions

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.

Brandon President

Construction

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

Financial Institutions

Financial Institutions

Guide to Secure File Storage and Transfers

How Employee Habits Can Make or Break Your Cybersecurity

Keeping Password “Spraying” From Compromising Your Network

Financial Institutions

Technology

Accounting

Ready to Get Started?

Jeff McCulloch

Technology