Client Services
Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
Consulting Services
Management Advisory Services
Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.
Miscellaneous
Certified Opinion Audits of Credit Union Financial Statements
Supervisory/Audit Committee Audits
Automated Clearing House (ACH) Compliance Audits
Bank Secrecy Act/Anti-Money Laundering (BSA/AML) Compliance Audits
Office of Foreign Assets Control (OFAC) Compliance Audits
Pension Plan Audits
Student Loan Portfolio Audits
Information Technology Audits and Reviews
Preparation of Credit Union Tax Returns
Internal Audit Services
Tellers of Election Services
Assistance with credit union service organization development and taxation
Policy development and revision
Asset/liability management
Commercial loan program assistance
Internal auditor training
Disaster recovery plan testing and development
Assistance with tax matters
Numerous other specialized services tailored to meet the specific needs of our clients
