WELCOME TO D&K FINANCIAL SERVICES, INC.
Your Asset-Based Field Exam Professionals
D&K Financial Services, a South Florida asset-based field exam firm provides clients with the specialized expertise they need. We have been in the industry since 1995. While based in South Florida, we go where you need us and provide timely, high quality and cost-effective field exams / due diligence catered to your needs.
HELPING YOU FOCUS ON WHAT YOU DO BEST
We have designed audit packages for Banks.
We have led or participated on transactions in excess of $1 billion.
Liquidations and workouts – we will work closely with you and provide timely information so as to allow for quick and accurate assessments.
We have reviewed a number of transactions that include Ex-Im Bank financing components, Healthcare, Aviation and many more.
We work with some of the best Banks in the world! Here is a list of some of our clients:
City National Bank
JP Morgan Chase
And many more!
D&K Financial Services is starting its 26th year serving the Bank community! We perform over 100 field exams per year.
Our business has grown solely by word of mouth! Thank you for spreading the word!
We Work For Your Success
President and founder of D&K Financial Services, Inc. in 1995
Deanna was the controller at a publicly traded Company – Ocean Optique from 1993 to 1995.
Senior Field Examiner for Congress Financial 1990 to 1993
Graduated Magna Cum Laude from Rollins College with a degree in Economics and a minor in Accounting.
CPA currently certified in both Florida and New York.
Graduated from Villanova University with a BS in Accounting and a Master’s of Science degree in Accounting from Nova Southeastern
Worked as an auditor with Price Waterhouse from 1990-‘91
Director, Audit Manager of the Southeastern US for Congress Financial, First Union and Wachovia 1992- ‘08
VP Field Exam Manager with Wells Fargo from 2008 – ‘15
Designed the Field Exam program used by Wachovia
Member of the FICPA, AICPA
Certified Global Management Accountant
WHY CHOOSE D&K?
Deanna or Robert participate in almost every exam. We each have over 30 years experience in this industry. In many cases we have been to your prospect or have reviewed an account in the specific industry your client is in. We have led seminars at Banks to help them train their ABL departments in relation to field exams and broader topics. We are not the largest, but bring a wealth of experience and knowledge to provide you with high quality, in-depth information from which to assist in the management and decision making process related to your client management.
MISSION AND VALUES
Success is Within Reach
Provide timely, accurate and comprehensive reporting to our Bank clients. We will represent our client with integrity and professionalism and maintain close communication throughout our field exam process.