Services 2017-06-02T13:04:24+00:00

Going Beyond Traditional CPA Services

We believe partnering with our credit union clients is the cornerstone of what we do. Our expertise does not end with an audit or a single engagement, we go beyond traditional CPA services to assist with industry-specific concerns or issues. Backed by years of experience, we provide unparalleled insights across all areas of your operations. Our broad array of services assist in areas such as structuring executive benefit plans, operational assessments, assistance and evaluation of merger opportunities, and strategic business planning–to name a few. Have a need that is not listed? Contact us and we’ll customize an engagement specifically for you.

HOW CAN WE HELP YOU?

Click any of our services below to explore.

Annual Opinion Audit

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Extended Audit Procedures

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ACH Procedures

Bank Secrecy Act Procedures

SAFE Act Procedures

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Member Verification Procedures

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Loan Portfolio Reviews

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Merger & Due Diligence Assistance

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Executive Benefits Packages

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Strategic Planning and Consulting Services

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Fraud Investigation and Bond Claim Assistance

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Training & Education

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Speaking Engagements