Bank Partnerships

Kim is knowledgeable about working with financial institutions for the mutual benefit of their clients. She can be a valuable ally in bringing bank clients “up to par” in their record keeping and procedures. Frequently, bank customers who excel at their primary operation are not great at their record keeping and administrative processes. Kim can work with the bank and their customer to develop procedures and document activities to strengthen internal control and to bring their procedures in line with their lender’s expectations, all while keeping an on the business’ bottom line.

Additionally, Kim has worked on developing programs to assist banks with establishing internal lending procedures, most notably in assisting with understanding the construction process and the related risks and benefits.

"Kim can provide valuable support to the client/banker relationship. She understands our need for reliable financial information and is able to translate that need into down to earth, practical advice to our customers about operating a profitable business."

Martin Lapera,
President and CEO
Frederick County Bank