Services Offered

With the many services we offer, there is only one objective: to help credit unions manage problems from an independent sound business point of view which often result in improved internal control and efficiency.

Accounting / Finance

Monthly Bank Reconciliation

Account Reconciliation and Research

Procedural Review/Setup

Fraud Investigation

Budgeting

ATM Balancing and Verification - Free initial consultation –

Audit Preparation and Coordination

Loan Quality Reviews

Review the documentation and underwriting procedures to improve the quality of the loan portfolios.

Audit Preparation And Coordination

Act as a conduit to facilitate and better organize the process between the credit union and the auditing entities

Job Postings and Employment Conduit

Job postings and employment conduit – Free –

Clientele and Geographic Coverage

With the many services we offer, there is only one objective: to help credit unions manage problems from an independent sound business point of view which often result in improved internal control and efficiency.

Community Development credit unions and credit unions under certain circumstances may be eligible for special fee concessions.

With the many services we offer, there is only one objective: to help credit unions manage problems from an independent sound business point of view which often result in improved internal control and efficiency.

Community Development credit unions and credit unions under certain circumstances may be eligible for special fee concessions.

References

Cordially provided upon request