Financial and Compliance Consulting

Helping institutions stay anchored while navigating the constant currents of compliance and finance.

About SoundPoint Advisory Group

At SoundPoint Advisory Group, we bring clarity to complexity. Whether your institution needs regulatory confidence, financial precision, or both, our services are designed to stand on their own yet complement each other seamlessly. From safeguarding compliance and operational risk to strengthening financial reporting and oversight, we provide the expertise and partnership that let you focus on what matters most - serving your customers with confidence.

40+

Years of Client
Services Experience

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Our Services

Expert consulting for financial institutions focusing on compliance and operational efficiency.

Compliance and Operational Risk Services

Get executive-level financial oversight without the full-time cost. Our fractional services strengthen reporting, internal controls, and decision-making to keep your institution financially sound and future-ready.

Fractional Accountant and Controller Services

Stay ahead of regulatory change with clarity and confidence. We provide tailored compliance strategies, audit readiness, and risk frameworks that protect your institution and simplify complex requirements.

Client Feedback

Hear what our clients say about us.

Laura gave our team clear guidance and steady support and truly helped us address our compliance needs. She was just hands-on enough to feel supported, without feeling the need to micromanage and truly helped us stay on course.

Shanae Souza

Bank of Hawaii

The team at Soundpoint Advisory Group provided invaluable insights that helped us navigate complex compliance and financial challenges. Their professionalism and expertise are unmatched in the industry.

Kerri Price

President, StratiEdge