Our approach to your credit union’s audit engagement is based on your individual credit union’s risk and unique needs.

Here’s how we work hard to work with you:

  • We utilize an innovative, systematized approach that includes a number of proprietary custom applications applied to your credit union’s data. Because of this approach, we can cover a broad spectrum of data during the course of our work with you.
  • We coordinate our visits with your management and staff in advance to be as efficient and as effective as possible.
  • In addition, we utilize a secure internet portal for the transfer of sensitive data.
  • At the conclusion of our work, we review all audit findings with the management team, Audit/Supervisory Committee and the Board.


Our Credit Union Assurance Services include:

  • Opinion Audit
  • Annual Supervisory Committee Audit Procedures
  • Interim Agreed-Upon Procedures
  • Internal Audit
  • Employee Benefit Plan Audits
  • Internal Controls Reviews