A resourceful approach to serving our clients

Regional and community financial institutions are integral to the health and vitality of the local communities and businesses that they serve. Changing customer demographics and trickle-down regulatory pressures continue to challenge business objectives and profitability margins.

DHG Financial Services professionals deliver timely, relevant industry insight to your company. Our resourceful approach is your competitive advantage: 

  • Trustworthy advisors maintain close relationships with your team
  • Our proactive communication and responsiveness set us apart and
  • Our credentials are readily available to your team when you need them.
Publications Publications
Executive Summary: Delivering Superior Performance –...
The past decade has resulted in tremendous shifts in the macroeconomic environment and significant consolidation among community, regional and national
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Two Action Items for the Fourth Quarter to Continue ...
As the year comes to a close, many of us will shift our attention away from internal projects to focus on year-end results and external reporting. With
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PCAOB Adopts New Auditor’s Reporting Model
The Public Company Accounting Oversight Board (PCAOB) has adopted, and the Securities and Exchange Commission (SEC) has approved, a new standard, The
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News News
DHG | Dixon Hughes Goodman
Heather Cozart Named NCACPA Diversity and Inclusion ...
Charlotte, N.C., November 30, 2017 – Dixon Hughes Goodman, a U.S. top 20 public accounting and advisory firm, is pleased to announce that Heather Cozart,
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DHG | Dixon Hughes Goodman
Dixon Hughes Goodman Shares Insight from Top-Perform...
Charlotte, N.C., Nov. 27, 2017 – Dixon Hughes Goodman (DHG) interviewed successful community bank chief executive officers to learn strategies, trends and
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Adam Thomas to Serve as Office Managing Partner in T...
Tampa, Fla., Oct. 12, 2017 – Adam Thomas, Partner in DHG Financial Services, is relocating from the firm’s Raleigh, N.C., office to serve as Office
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Events Events
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Business, Finance and Process Transformation
DHG provides services that help companies successfully create and drive change. Our comprehensive approach to project definition, resourcing, communication and support requires that we engage the right resources to accomplish strategic initiatives such as mergers and acquisitions. Our services include:

  • Strategic planning
  • CECL implementation
  • Credit risk management
  • Mergers and acquisitions, including valuation

Internal Audit and Compliance
DHG’s Internal Audit and Compliance teams, dedicated to assisting clients better manage their risks, are focused on assessing, designing, and developing risk management programs and evaluating internal control processes. Our team offers industry-based and risk-focused insight, facilitation of secure internal controls, assistance in regulatory compliance and increased internal performance and effectiveness. Our services include:

  • Internal audit outsourcing or co-sourcing
  • Compliance audits
  • Risk assessment and audit plan design
  • Internal controls documentation and testing
  • Sarbanes-Oxley/FDICIA assistance

Technology Services
DHG provides technology services designed to assist a company’s team in advancing strategic initiatives. We assist clients in assessing IT risks, systems and operations, and in addressing regulation and compliance requirements. Our services include:

  • Cybersecurity and Network Security Assessments
  • IT Operations
  • IT Compliance

Regulatory Services & Risk Management
DHG helps companies manage and implement change driven by new regulations and strategic risk management objectives. Our compliance services help support appropriate responses to matters of non-compliance and integration into existing risk management frameworks. DHG’s Credit Risk Management’s loan review and due diligence loan review services help management teams understand and manage credit risk in the loan portfolio. Our services include:

  • Model risk management and validation
  • Loan review
  • Credit mark due diligence
  • Fraud, forensic and litigation support


DHG Financial Services professionals serve regional and community financial institutions with tailored assurance, tax and advisory offerings and a commitment to personal service.

External Audit
Our assurance teams are dedicated to your industry and are adept at transitioning clients from other firms, then providing hands-on service from experienced team members.

Employee Benefit Plans
Our professionals who work with benefit plans are well-versed in both the compliance and financial reporting areas.

Services Organization Controls Reporting (SOC 1 and 2 Reports)
We provide Service Organization Control (SOC 1 and 2) reports for wealth management and trust divisions of banks as well as for standalone entities.


DHG has the experience you need to minimize tax exposure, avoid non-compliance penalties and outsource your tax function. We streamline tax compliance with the same cost-effective, resourceful mindset we bring to every service by integrating tax planning with your total financial plan.

Our tax services reflect a commitment to building a long-term relationship and providing strategic support for your company’s growth.

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"We take great pride in treating our members like family, and our advisors at Dixon Hughes Goodman mirror this commitment. We trust their industry knowledge and accounting proficiency to navigate banking regulations, governance and reporting. Through it all, we receive outstanding client service as we continue to grow our hometown community bank.”

G. Robert Aston, Jr., Chairman and Chief Executive Officer, TowneBank
Case Studies Case Studies

End-to End Commercial Lending Process Performance

Planning continued market and business expansion, a regional bank wanted to ensure its commercial loan process was delivering the desired customer

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Assist Internal Audit Department with Model Risk Man...

A regional bank’s internal audit team wanted to assess the overall effectiveness of its model risk management framework. This included analyzing a sample

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Contemporary Approach to Strategy Development

Client sought a rigorous, fresh approach to strategic planning. Given the rapidly changing community banking landscape, the client wanted a process that

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Transition from in-house to outsourced internal audi...

Following decades of using an in-house internal audit model, a multi-billion dollar regional bank’s Director of Internal Audit retired. The client made the

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