Business Details
50+ Years
experience
Trusted Accounting & Consulting Services
Since 1946, S.R. Snodgrass has established itself as a trusted accounting and consulting firm with deep expertise in serving financial institutions and nonprofits. Our 75+ years of experience have been dedicated to understanding the unique challenges faced by community banks, enabling us to provide tailored solutions that go beyond traditional accounting services. Our team of highly qualified professionals combines technical proficiency with a personalized approach, ensuring clients receive accessible, actionable advice 365 days a year. We specialize in Audit and Assurance, Tax Planning, Risk Advisory, IT Security, and Attack + Penetration Testing, with a proven track record of delivering value through long-term relationshipssome spanning nearly four decades.With offices in Pittsburgh, Philadelphia, Wheeling, and Steubenville, we maintain a regional focus while adhering to national standards of excellence. Our commitment to innovation is demonstrated through proprietary methodologies in enterprise risk management and compliance monitoring, ensuring clients stay ahead of regulatory changes. Recognized as one of the top 300 public accounting firms nationally, we combine stability, integrity, and cutting-edge technical capabilities to help organizations navigate complex financial landscapes.
Services
Audit and Assurance
Tax Planning
IT Security Audits
Risk Advisory
Penetration Testing
Compliance Monitoring
BSA/AML Model Validation
HMDA Reviews
Trust Department Audits
Enterprise Risk Management
Details
- Year established: 1946
Highlights and features
- We offer 75+ years of specialized expertise in community banking and nonprofit accounting.
- Our team includes Certified Ethical Hackers and experts in regulatory compliance.
- We maintain long-term client relationships with personalized, accessible service.
- Our proprietary risk management framework aligns strategy with financial security.
- We provide remote IT audit capabilities with cost-effective delivery models.
What people say
Personal approach
Highly accessible
Expertise in banking
Long-term partnerships
Regulatory knowledge
Services
Audit and Assurance
Our Audit and Assurance services combine 75+ years of experience with specialized knowledge of financial institutions. We conduct financial statement audits, SEC compliance reviews, and SOX 404 internal control assessments while maintaining a consultative approach that helps institutions improve processes and reduce performance gaps through continuous evaluation of risk factors.
IT Security Audits
Our IT audit services include GLBA compliance assessments, network security evaluations, and General Computer Controls reviews. Certified professionals use advanced tools like Core Impact and Metasploit to identify vulnerabilities while mapping controls to regulatory requirements, ensuring both technical security and audit readiness for financial institutions.
Risk Advisory
We provide comprehensive risk management solutions including BSA/AML model validation, compliance monitoring, and enterprise risk frameworks. Our proprietary ERM methodology links strategic objectives with risk appetite statements, helping institutions develop measurable risk indicators and response strategies aligned with regulatory expectations.
Tax Planning
Our tax services extend beyond compliance to strategic planning for financial institutions and nonprofits. We help clients identify operational efficiencies, navigate tax law changes, and implement planning strategies for executive compensation, asset management, and organizational restructuring while maintaining compliance with federal and state regulations.
Penetration Testing
Certified Ethical Hackers perform internal and external penetration testing using industry-leading tools like Nessus and Rapid7. Our layered security approach identifies real threats through authenticated scans and manual verification, delivering detailed reports with remediation plans for network vulnerabilities in financial institutions.
People
Charles E. Marston
President
With extensive leadership experience in public accounting, Charles E. Marston guides the firm's strategic direction while maintaining focus on client service excellence and professional development.
Jeremy S. Burris
Principal, Information Technology
Certified in multiple cybersecurity disciplines, Jeremy leads IT audit and penetration testing services, combining technical expertise with regulatory knowledge to protect financial institutions from emerging threats.
Frank P. Antiga
Principal, Risk Advisory
As risk management specialist, Frank develops customized compliance programs and enterprise risk frameworks, leveraging decades of experience in banking regulations and internal audit processes.
Danelle R. Stewart
Principal, Tax
Danelle directs tax planning and compliance services, helping clients navigate complex tax regulations while identifying opportunities for operational improvements and cost savings.
Christopher M. Kreutzer
Principal, Information Technology
Cybersecurity expert with multiple industry certifications, Christopher specializes in IT audit frameworks and penetration testing methodologies that align with financial institution security requirements.
Questions
What industries does S.R. Snodgrass specialize in?
We specialize in serving financial institutions and nonprofits, with particular expertise in community banking operations and regulatory compliance.
How does S.R. Snodgrass handle remote IT audits?
We perform remote IT audits using secure methodologies that reduce costs while maintaining compliance with GLBA and CAT baseline standards.
What sets S.R. Snodgrass apart from other accounting firms?
Our unique combination of banking-specific expertise, proprietary risk management frameworks, and 75+ years of continuous service to financial institutions distinguishes us.
Do you offer compliance services for regulatory requirements?
Yes, we provide comprehensive compliance monitoring, BSA/AML model validation, and regulatory examination preparation services tailored to financial institutions.
How long have you served the banking industry?
We've worked with community banks for over 75 years, serving more than 160 institutions across 16 states.
