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Walter McNairy
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Focused on your business goals

As financial services companies seek opportunities for growth, innovation and revenue, they must face risk, comply with regulations and vie for new customers in an evolving marketplace.

DHG’s financial services professionals are focused on your business goals, providing services to help you:

  • Comply with the latest accounting and reporting requirements
  • Stay ahead of emerging regulatory requirements
  • Evaluate current and future business risks
  • Providing technology solutions which enhance your business
  • Create and successfully drive change

From global and national companies to regional and community-based entities, DHG proudly provides relevant services to clients across the spectrum in the financial services industry.


Business, Finance and Process Transformation – DHG's professionals work with companies to 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. Our team supports client end-to-end M&A activities including tax, due diligence, credit mark, technology, and post-merger integration.

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.

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 regulation and compliance requirements.

Regulatory Services and Risk Management - DHG manages and implements change driven by new regulations and strategic risk management objectives. Our compliance services help support appropriate response to matters of non-compliance and integration into existing risk management frameworks.


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.

SOC 1 and 2 Services
We provide Service Organization Control (SOC) 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 the 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.

Publications Publications
2018 AICPA National Conference on Banks & Savings In...
New Regulations, Accounting Standards on the Horizon and CECL: One Year Closer to Implementation
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The Top Ten Topics for Audit Committees to Discuss w...
Following an active year of developments in the accounting world and regulatory environment, 2017 kicks off with a changing landscape of evolving
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2016 Investment Company Institute Tax and Accounting...
The Investment Company Institute (ICI) held its 2016 Tax and Accounting Conference in Palm Desert, Calif., on Sept. 26 - 28. Members of DHG's Asset
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Events Events
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News News
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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DHG Welcomes David Ruffin, Erich Bumgardner and Loan...

Raleigh, N.C., Nov. 1, 2016 – DHG welcomes David Ruffin and Erich Bumgardner, who will join the DHG
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DHG Welcomes Heather Wallace as Financial Services ...
DHG is pleased to announce that Heather Wallace has joined the firm as a Tax Partner in the Birmingham, Alabama office.
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Case Studies Case Studies
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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SAP Implementation
Client had a requirement to source new transactional data to its GL from upstream applications to identify intercompany relationships as part of its Global
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Internal Audit Subject Matter Resource
Client needed to develop an audit plan and execute the cycle audit with skilled resources.
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Account Reconciliation Best Practices
Client sought to improve the quality and efficiency of it reconciliation process after purchasing Blackline reconciliation software.
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Industry Issues

Services In Focus
Alerts, News
& Publications

Revenue Recognition: A Private Company Disclosure Guide
The Financial Accounting Standards Board issued Accounting Standards...
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New IRS Notice Offers Initial Guidance on Business E...

The Tax Cuts and Jobs Act (TCJA) ( Read More

DHG Celebrates Client Experience Week

Charlotte, N.C., October 3, 2018 – In honor of DHG’s focus on delivering...
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11/7/2018 10:00 AM
Wayfair – The Impact on Manufacturers


Have You Heard of...
WCSC-TV’s Live 5
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Warranty Woes in ...

Warranties seem
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Case Studies