How to Get Started

It’s in your best interest to check up on us, so please do! Here’s how:

Verify Joel’s New York CPA license and determine if any complaints have been registered with the state (none have).
“FFIEC IT Examination Handbook – Audit”
Familiarize yourself with issues that banks and credit unions should consider when engaging outsourced IT audit services. Joel Lanz, CPA, P.C., includes all identified factors in the practice's bank IT audit contracts. An extract from an actual bank IT audit contract is available on this web site. You may access the handbook directly.

"How To Choose an Accountant”
This article provides unbiased advice from a professional society on how to choose a professional.

No-Obligation Bank IT Security Consultation

Ready to find out more about our bank IT audit and security services? Please call and schedule a no-obligation one hour telephone consultation. This is the best way to get to know Joel, and together we can determine whether the practice can provide the answers to your bank IT security challenges. Alternatively, we can recommend other professional firms that may provide a better fit for your unique need.

It’s a Matter of Trust

When you choose to work with us, we will provide you with the highest level and quality of personalized services. Our fees represent an excellent investment for value delivered and are available on both a fixed or hourly cost basis. A wide array of retainer relationship options is also available. Depending on the scope of the specific bank IT engagement, and subject to New York State professional (CPA) ethic standards and requirements, the practice also offers performance billing options.

Satisfaction Guaranteed

The practice’s work is guaranteed to the complete satisfaction of the client. If the client is not completely satisfied with the practice’s services, Joel Lanz, CPA, P.C., will at the client’s option, either waive professional fees, or accept a portion of those fees that reflects the client’s level of satisfaction.

Contact us at 516-933-3662 or email us to find out more about how we can help your bank with your IT audit and security needs.

Current Engagements

Performing an Information Security Audit for a $1.2 Billion Bank.

Assisting an $18 billion bank enhance its IT vendor management program to enhance compliance with recent FFIEC bank regulatory requirements.

Performing a series of due diligence information security audit reviews over payment processors for a major payments network switch.

Performing a PIN compliance review for a $500 million community bank.

Providing IT Audit outsourcing services for a $1.3 billion bank.

Conducting a pre-conversion review for a $2.5 Billion Bank that is bringing its IT processing in-house.

Assisting a well-known Banking industry boutique consulting firm conduct a strategic IT risk assessment project for a $5 Billion Bank client.

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Offers Bank IT Audit, Security, and Risk Management Services