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Consumer Bankers Association

CLIENT TESTIMONIAL

White glove service makes a difference for this nonprofit.

What Our Client Says

"It's hard to find a firm like Gross Mendelsohn. Lisa, Hassaan and Dan are my go-to people and I fully trust their advice. If I ever have questions or need to verify we're on the right track, I know I can reach out, and they'll respond quickly."

— Danni Lu, Senior Vice President, Finance

About Consumer Bankers Association

The Consumer Bankers Association (CBA) is a member-driven trade association focused exclusively on retail banking. Since 1919, CBA has partnered with the nation's leading retail banks to promote sound policy, prepare the next generation of diverse bankers to lead the industry, and finance the dreams of consumers and small businesses.

The Situation

CBA relies on Gross Mendelsohn to perform three separate audits — one for CBA, one for their foundation and one for their political action committee — and file their Form 990.

In Our Client's Words

“It's hard to find a firm like Gross Mendelsohn. Lisa Johnson, Hassaan Malik and Dan Larson are my go-to people, and I fully trust their advice. If I ever have questions or need to verify we're on the right track, I know I can reach out, and they'll respond quickly. They're always willing to take the time to talk through anything I may need.

We've been with Gross Mendelsohn since 2017, and the white glove service we receive, the friendliness of the team and the level of comfort I have with Lisa, Hassaan and Dan keep us coming back year after year. I never have to sweat when it comes to our audits and taxes because I know they go the extra mile to ensure everything is accurate and that we receive the best possible service.

I also appreciate how Lisa, Hassaan and Dan not only take an interest professionally but personally. They go out of their way to check in on me and my family, and they remember little details I've shared in the past. These personal touches mean a lot and put me at ease.

Lisa, Hassaan and Dan are more than just accountants to me, they're friends.”

— Danni Lu, Senior Vice President, Finance

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