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Accounting & Auditing Services

An audit is required each year, whether it is an opinion audit, agreed-upon-procedures, or some other form.  We view ourselves as strategic partners with our clients and want to contribute to their ongoing success.  Our experience and expertise allows us to give our clients the integrity they deserve and the efficiency they demand.

Credit unions are our business.  As such, we are truly committed to your well-being.  Whether on the road or on the phone, from support staff to the principals of the firm, we are always available.

How do we keep up?  By staying innovative, intuitive, and altogether informed, we have successfully nurtured many long-term relationships with our clients.

We know credit unions.  We enjoy  what we do and appreciate our clients.  A targeted focus is what’s kept us around so long.  It’s what we do every day, and it’s what we do the best.  This same focus will help in your success.

In our minds, no two credit unions are alike.  Our clients range from about $1 million to over $1 billion in assets, consist of both federal and state charters and a variety of different types of membership groups.

Our professionals believe in adaptation.  We understand and obey the norms of yesteryear while continuously incorporating the technological advances of today.  We use whatever tools are available, both old and new, to give you a comprehensive, cost-effective audit.

Audit Services

  • Opinion audits
  • Agreed-upon-procedures engagements
  • Supervisory committee audits
  • Limited Reviews
  • Fraud/embezzlement audits
  • Operational audits
  • Employee benefit plan audits
  • Information systems/technology audits
  • Student loan audits

Compliance Audits

  • Band Secrecy Act(BSA)
  • Office of Foreign Assets Control(OFAC)
  • Automated Clearing House(ACH)
  • Regulatory/Policy compliance

Accounting Services

  • Account reconciliations
  • Record reconstruction
  • Program development
  • Elections

Working with you......Committed to your success