Experienced, efficient staff are attentive both to details and the big picture that ensures client satisfaction. Our Firm provides our clients with periodic letters designed to update current developments and changes in accounting, auditing and tax practices. Our Firm also offers seminars and classes on different topics as well as regularly assists many local and national trade associations with their educational needs. Please see other parts of our site for more information.

A list of services that our auditors and Firm specialists provide to the credit union industry include the following. This list is not intended to be all-inclusive.

• Certified opinion audits
• Supervisory Committee agreed-upon procedures engagements
• Internal control audits
• Internal audit program set-up and testing
• Outsourced internal control contracts
• Fraud and forensic audits
• Disaster recovery plans setup and testing
• ATM, ACH, mortgage servicing, student lending compliance audits
• Management transition audit services
• Accounting services and reconciliation assistance
• ATM settlement training
• Verification of accounts (positive and negative)
• Tellers of election services (balloting for elections)
• Open/closed account verifications
• Management, control and audit of advanced EDP systems
• NCUA technology due diligences implementation review and testing
• SAS 70 third-party reviews
• Post-computer conversion implementation assistance
• Web-site control review and penetration testing
• Equipment leasing analysis
• Development of asset/liability management program models
• Implementation of new accounting pronouncements and NCUA regulations
• Regulation compliance engagements(BSA, lending and others)
• Cyberbanking and information technology audits
• CUSO audits and tax preparation
• 401(k) installation and administration
• Cafeteria plan installation and administration
• Preparation of personal property returns
• Pension plan audits
• Educational and training seminars for Board of Directors and Supervisory Committee members

Just a few of the advantages that our Firm could bring to your engagement:

• Insight to new developments due to the involvement of a partner on several AICPA Credit Union and FFEIC Task Forces.
• Wealth of knowledge and relevant credit union audit experience of all staff working on your engagement.
• Extensive knowledge of EDP and speciality auditing.
• The ability to provide helpful source-of-reference from other clients that use the same systems or may have experienced the same problems.

The Firm also has nationally recognized specialties in the following other audit areas:

• Credit union service organizations
• Non-profit health and welfare associations
• Common interest realty associations
• Trade associations
• Churches and other charitable and educational organizations 
• Contraction Contractors

The references of key professional staff who are available to work on your engagement are only an e-mail or phone call away.