Many credit unions do not have a full time Compliance Officer, CFO or Internal Auditor. Sometimes you may have a special projects or you need occasional assistance but cannot justify the cost. Our support services allow you to "rent" a specialist without the overhead cost of hiring additional employees.
Monthly or Quarterly accounting and financial reporting
Budgeting and Forecasting
Form 990 Tax Returns and Payroll Taxes
Bank account reconcilements
NCUA Call Report filing
Vendor Due Diligence
Computer Upgrades and Conversions
Development of Policies and Procedures