As a proud member of the Montana Independent Bankers for over 20 years and a participating annual conference member, we at Pinion consider ourselves a true partner with the MIB’s mission to help community banks flourish. 

United in Mission

As a U.S. Top 70 accounting firm and leading business advisory firm, Pinion has remained steadfast in its core mission for over 90 years: To impact and make a difference in the lives of our people, clients and the world we live in. With roots dating back to 1932, the firm proudly serves, fosters and collaborates with its communities. 

Pinion was awarded the 2024 Outstanding Associate Member award for the firm’s commitment to the MIB. This was accepted with immense pride and accomplishment, as it acknowledges the impact that our specialized banking team has on the banks we serve, their customers and the financial institution industry overall.

A Storied History

Rooted in our communities, Pinion has expanded upon traditional accounting services to deliver increased value and growth for its clients through comprehensive strategies and specialized advisory for a variety of industries. Through the years, we have expanded to add expertise, resources, innovation and depth for the benefit of our clients. 

Each industry we serve, including community banking, has their own robust team dedicated to alleviating the challenges they face and mining opportunities for their success. Today, we have offices and clients encompassing the U.S. from coast-to-coast, providing nationalized scope and resources, while meeting each client’s challenges with personalized attention within Montana. We embrace our rich 90-year history and connections formed between our people and their communities — and recognize it’s what has set us apart and remains our key differentiator. 

Pinion has been named a top accounting firm in the U.S. and operates as an alternative practice structure in accordance with AICPA regulations with KCoe Isom, a certified public accounting (CPA) firm for our audit and assurance services. 

Proactive in Service

As I work with clients across this industry, I see a single commonality that supports our purpose — to enrich the banking industry with resources, information and insights. As a consulting firm that has a specialized team dedicated to challenges, changing regulations and opportunities for financial institutions, we aim to maximize your ability to thrive as a business, protect your customers and optimize your community relationships.

Many of the people on our team bring a unique understanding of banking from first-hand experience. This, combined with accounting and business advisory expertise, allows our team to provide a variety of services to many of the MIB member banks, including:

• Financial statement audits
• Directors’ exams
• Internal audit and compliance exams
• Loan reviews
• Consulting
• Tax consulting and preparation
• BSA and ACH exams

Purposeful Insights to Move Businesses Forward

Why are we called Pinion? In its simplest definition, a pinion is the part of a machine that is required to make the machine focus in a specific direction. It helps drive things forward. We view our client’s business as a large operating machine, and we are the pinion that helps them drive forward and steer them in the right direction so they can achieve success.