Services: Helping you navigate faster…

There are more and more regulatory compliance and internal audits that need to be done both annually and bi annually. Failure to comply is not an option for you. However not only does it take a lot of time to make sure your organization keeps up to date with the ever changing compliance landscape, it also takes time to ensure that you do everything correctly in order to comply. As your Credit Union grows, the number of regulatory issues also become more complex.

PKF O’Connor Davies, LLP is a full-service certified public accounting and advisory firm with a long history of serving clients both domestically and internationally. With roots tracing to 1891, nine offices in New York, New Jersey, Connecticut and Maryland, and more than 700 professionals, the Firm provides a complete range of accounting, auditing, tax and management advisory services.

The Bonadio Group is a nationally ranked, top 40 CPA firm that brings an integrated world of resources to every client, large or small. We have developed relationships with a broad spectrum of clients that range from the private sector and public organizations to tax-exempt entities and individuals. While many firms are staying the same size, we are continuously building our practice so that we can deliver the highest quality service and never leave our clients seeking more. No other firms in our local or regional market have the same focus on continued growth.

MKinsight is a comprehensive, powerful and easy to use Audit Management System. Currently at version 9, MKinsight is now in use by customers worldwide, and available in 11 different languages and implemented in 64 countries. Since its commercial launch at the International IIA Conference, Chicago in July 2005, MKinsight has grown its User base across the globe faster than any of its more traditional competitors, and is now replacing many of them.

While our firm enjoys a broad client base, credit unions represent a central focus of our practice. Our firm has been providing audit and accounting services to the credit union industry for over 15 years and we currently have over 60 credit union clients.

Our professionally trained staff with over 100 years experience in the financial industry is proud to provide a full array of accounting & audit services including:

TWHC’s financial institutions practice provides a complete suite of services to credit unions of all sizes. Our credit union clients range from over $10 million to over $10 billion in assets. Our staff knows credit unions well. While the national firms we compete with call themselves specialists and the partner may have five or six credit union clients, our partners have in excess of 25 to 30 credit union clients each.

Mayer Hoffman McCann P.C is a top 10 accounting firm with a niche practice dedicated to credit union opinion audits, internal audit outsourcing/co-sourcing and information technology audits.

We work to align our service efforts with your most important compliance and financial risks. The relationships we have shared with banks, credit unions and other financial institutions over the last 20 years, combined with our experience in the industry and with banking regulators, makes us uniquely qualified and capable of helping your organization.

For more than 30 years, PBMares, LLP has provided accounting and advisory services to financial institutions, assisting credit unions to ensure the safety and soundness of their institutions.  In our role as auditors, we assist credit unions with their financial, operational and/or compliance risk management processes to help safeguard members’ assets.  Our highly experienced professionals, with deep industry knowledge, provide these services through a risk-based approach conducted in accordance with the AICPA and IIA.