S.R. Snodgrass - Wheeling, WV

S.R. Snodgrass - Wheeling, WV S.R Snodgrass A.C. is a Certified Public Accounting agency in Wheeling, WV.

Meet Jeffrey A. Shifter, CFIRS, Senior Manager, Risk Advisory With more than 20 years' experience in regulatory complian...
05/13/2026

Meet Jeffrey A. Shifter, CFIRS, Senior Manager, Risk Advisory

With more than 20 years' experience in regulatory compliance, internal audit, and trust operations, Jeff plays a critical role in helping clients navigate complex risk areas. He oversees all aspects of client engagements, from preparation and ex*****on of fieldwork to delivering detailed reports to Audit Committees, ensuring transparency and the highest standards of service.

Please feel free to reach out to Jeff at [email protected] or connect with him on LinkedIn at linkedin.com/in/jeff-shifter-85647031

05/04/2026

Work-life balance is more than flexibility. It is how a firm shows up for you when life gets hard. Deadlines and stress are part of the profession, but so is commitment to your people.

When support is consistent from top to bottom, it shapes not just careers, but lives. And when you talk to people across the firm, you hear similar stories.

Watch the full episode here:
https://youtu.be/pBlqRK0H7-o

What makes Snodgrass different from other accounting firms? Beyond being well respected experts in multiple practice are...
05/01/2026

What makes Snodgrass different from other accounting firms?

Beyond being well respected experts in multiple practice areas, what has set us apart since our founding more than 80 years ago is simple: we are always easy to work with, always approachable, and always dedicated to a "whatever it takes" attitude for every client. Please allow us to introduce ourselves!

The Banking Experts
No other accounting or consulting firm brings greater insight into the needs, challenges, and opportunities facing today’s community banks. Our professionals are active members of community banking organizations and are widely recognized as industry thought leaders.

We Know Nonprofits
Our long-standing work with community banks closely parallels our commitment to nonprofit organizations. We understand the internal and external challenges nonprofits face and work to ensure resources are used effectively to advance missions, serve members, and strengthen communities.

We provide services for businesses of all sizes and currently support clients coast to coast. Please allow us to introduce ourselves--we would welcome the opportunity to connect.

Visit us at https://www.srsnodgrass.com

Meet Kate M. Miller, Manager, Risk Advisory With over 7 years of experience in regulatory compliance and internal audit...
04/29/2026

Meet Kate M. Miller, Manager, Risk Advisory

With over 7 years of experience in regulatory compliance and internal audit, Kate is instrumental in assisting financial institutions as they tackle intricate operational and compliance issues. She actively participates in all phases of the engagement process, from initial preparation and fieldwork to final reporting, ensuring that clients gain valuable insights and actionable advice.

Kate's attention to detail and dedication to producing high-quality results enhance the strong relationships we cultivate with our clients, contributing to the ongoing success of our entire Risk Advisory team.

Please feel free to reach out to Kate at [email protected] or connect with her on LinkedIn at linkedin.com/in/kathryn-kate-miller-76113382

Customer Enhanced Due Diligence (EDD) is essential for maintaining compliance and understanding the nature of your custo...
04/27/2026

Customer Enhanced Due Diligence (EDD) is essential for maintaining compliance and understanding the nature of your customer relationships. Institutions must implement risk-based procedures to conduct enhanced due diligence, especially for high-risk customers.

A common audit issue we encounter is a lack of documentation for these reviews. Proper documentation is crucial, ensuring that anyone reviewing can understand why activity is considered unusual or normal for that specific customer.

Let’s ensure your due diligence is thorough and well-documented to stay compliant and prepared.
Read more: https://www.complif.com/us/blog/enhanced-due-diligence-edd-a-practical-guide-for-high-risk-customers

Regulation B requires banks to provide applicants with a copy of all appraisals and valuations developed in connection w...
04/24/2026

Regulation B requires banks to provide applicants with a copy of all appraisals and valuations developed in connection with a credit application secured by a first lien on a dwelling.

Frequent audit issues arise when appraisals are not provided until the consummation date. Contact us here https://www.srsnodgrass.com/contact-us-form/ to talk to our team about Regulation B and keep you in compliance and avoid potential issues.

Today we celebrate Administrative Professionals Day and recognize the individuals who keep everything running smoothly b...
04/22/2026

Today we celebrate Administrative Professionals Day and recognize the individuals who keep everything running smoothly behind the scenes.

Their organization, attention to detail, and dedication help support our teams, our clients, and our daily operations in ways that can go unseen but are always essential.

Thank you to our administrative professionals for the incredible work you do every day. Your contributions make a lasting impact across our firm.

We’re looking forward to attending West Virginia University Accounting Professional Image Night!🗓️ April 23🕔 5:00 PM – 7...
04/22/2026

We’re looking forward to attending West Virginia University Accounting Professional Image Night!

🗓️ April 23
🕔 5:00 PM – 7:45 PM
📍 Morgantown, WV

Events like this are a great opportunity to connect with students, share career insights, and talk about what it takes to build a successful path in public accounting. We’re excited to meet the next generation of professionals!

Snodgrass has delivered unmatched insight into the challenges and opportunities facing community banks for over 80 years...
04/20/2026

Snodgrass has delivered unmatched insight into the challenges and opportunities facing community banks for over 80 years. No other accounting or consulting firm brings the same depth of banking experience.

If you believe our combination of specialized banking expertise and personalized service could support your institution, we would welcome the opportunity to introduce ourselves.

Call us today at 833-404-0344 or complete the quick form: https://www.srsnodgrass.com/contact-us-form/

When it comes to protecting your organization and your network, you need a partner with the expertise to ensure your org...
04/17/2026

When it comes to protecting your organization and your network, you need a partner with the expertise to ensure your organization is always protected, and you can rely on the S.R. Snodgrass Information Technology Services team of experts to deliver effective security solutions, either on-site or remotely.

Our IT Team offers a unique combination of advanced cybersecurity expertise and remote or on-site Attack and Pe*******on audit capabilities. This approach helps organizations identify vulnerabilities, strengthen defenses, and stay ahead of evolving threats.

Learn more about how we can support your security goals.
https://snodgrass-it.com

Address

980 National Road, Ste 2
Wheeling, WV
26003

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

(304) 233-5030

Website

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