Specialty Finance Capabilities

RSM serves specialty finance clients of all descriptions across the country, including:

  • Installment lenders
  • Auto finance companies
  • Mortgage lenders
  • Debt buyers
  • Leasing companies
  • Other prime and nonprime lenders

Every specialty finance client works with experienced professionals focused full-time in your industry. On every engagement, you can count on direct, personal attention from our partners. Our services are designed to address the specific concerns of your industry. Every professional in our specialty finance practice receives regular training to keep them abreast of your market and the constantly evolving accounting, tax and operational issues that drive your needs.

Our suite of services for the specialty finance industry includes:

Audit services

When you work with RSM, you work with seasoned professionals who understand the specialty finance industry. So you receive timely, focused audit services without the unreasonable demands on your time and staff that too many specialty lenders have to deal with. And you'll receive more than just financial statements or other reports. You'll receive our insights into the business realities behind the numbers. Our audit services include:

  • Audits
  • Compilations and reviews
  • Agreed-upon procedures and related services performed on behalf of stockholders and management or to meet financial institution requirements
  • Addressing accounting issues of special importance to the specialty finance industry, such as income recognition, bad debt, repossession, acquisition discounts and more
  • Assistance with securitization transactions, accounting and attestation procedures to comply with investor requirements

Find out more about RSM's audit services.

Tax services

At RSM, we go beyond the numbers to help you develop the most advantageous short- and long-term tax planning strategies that support your business goals. That means looking beyond compliance to opportunity. If you are considering a merger, acquisition, securitization, initial public offering or other transaction, the tax ramifications of various deal structures deserve careful consideration. You may think of the research and development credit as something for manufacturing companies, but we have helped specialty finance companies qualify. State and local nexus may mean additional tax liability, but it can also mean a wealth of potential credits and incentives. Because we know your industry, we can help you look beyond the obvious compliance and planning options to your unique tax opportunities. Our tax services include:

  • Federal, state and local tax planning and compliance
  • Estate planning
  • Accounting methods review
  • IRS and state audit defense

Find out more about RSM's tax services.

Consulting services

RSM offers a full range of specialized consulting services to help specialty finance companies address their complex business challenges. All of our services are delivered with one goal in mind–enhancing the value of your institution. With an unsurpassed depth of experience within the specialty finance industry, we provide proven services that are cost-effective and designed to fit the unique needs of your institution.

Services we provide include:

How can we help you?

To discuss how our team can help your business, contact us by phone 800.274.3978 or

Rapid Assessment®

Complete our CFPB Readiness - Rapid Assessment form to be contacted about receiving our "quick-hit" diagnostic of your critical areas of operations.



Financial Institution Insights
delivers news and information critical to financial institution professionals. The bimonthly newsletter tackles issues ranging from information technology security to regulatory compliance to operational improvement.

Compliance News
for the banking and investment industry. Gain insights about the latest compliance news and how it will affect your business.



From CECL to tax reform: What do you need to know?

  • December 11, 2018


Auditor Assistant Webcast: Creating efficiency for Internal Audit

  • October 30, 2018


Morris Marshburn
National Practice Leader