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 since 1997, and we currently have
over seventy (70) credit unions clients.
Our professionally trained staff with over
100 years experience in the financial
industry is proud to provide a full array of
accounting and audit services including:
-
Financial
statement audits (“opinion” audits)
-
Supervisory committee audits
-
ACH
compliance audits
-
BSA/OFAC
compliance audits
-
Website
compliance audits
-
Internal
auditing services
-
Consulting/accounting assistance
-
Supervisory committee training
-
Membership
confirmation/verification
-
Mail
ballot elections
Since our firm
is committed to the credit union movement,
we do not audit other financial
institutions. In addition, it is our belief
that no credit union is too big or too
small. We believe that our experience,
background and firm commitment to serving
credit unions gives us a competitive
advantage over other firms.
Our
professional service team, listed below
spends approximately 7,500 hours annually
providing services to the credit union
industry. As such, we have extensive
experience and a thorough knowledge of
credit union regulations at all staff
levels.
Matthew S.
Lindemann, CPA, CFE, FCPA, Partner
Susan
M. Landauer, CPA, Senior Manager and Credit
Union Consultant
Thomas
J. O’Donnell, CPA, Senior Manager
Alan C.
Seymour, Senior Auditor
Thomas D.
Bottisti, Senior Auditor
William Fransson, Senior
Auditor
Camille Crandall,
Administrative Support
