Finance & Accounting for Credit Unions
Finance and accounting vendors serve the credit union back office across audit and assurance, tax, investment and balance-sheet advisory, asset-liability management, and tools that streamline the month-end close and reconciliations. These partners help finance teams strengthen controls, manage liquidity and investments, and produce reporting that satisfies examiners and the board. When choosing a firm, look for direct credit union experience, fluency with NCUA call reports and GAAP for cooperatives, knowledge of CECL and interest-rate-risk requirements, and a service model that scales to your asset size without overwhelming a lean accounting department.
Vendors a credit union has reviewed earn the 🥷 CU-Vetted badge.
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Subcategories: Accounts Payable (1) · ALM (7) · Audit (4) · Institutional Insurance (1) · Institutional Investments (6) · Non-Interest Income (2)
| Vendor | Location | Rating | Reviews |
|---|---|---|---|
| Allied Solutions | — | 0 | |
| ALM First Financial Advisors | — | 0 | |
| AVANA CUSO (previously Extensia Financial) | — | 0 | |
| Avidxchange | — | 0 | |
| C Myers | — | 0 | |
| Corporate America Credit Union | — | 0 | |
| Credit Union Audit and Compliance Group (CUACG) | — | 0 | |
| Credit Union Investment Strategy Group of Oppenheimer & Co | — | 0 | |
| Doeren Mayhew | — | 0 | |
| Earnest Consulting Group | — | 0 | |
| Elite Capital Management Group | — | 0 | |
| KPMG LLP Risk Advisory Services | — | 0 | |
| M&M Consulting | — | 0 | |
| Nearman, Maynard, Vallez, CPAs | — | 0 | |
| Pinnacle Financial Strategies | — | 0 | |
| Plansmith | — | 0 | |
| QuantyPhi | — | 0 | |
| Securian | — | 0 | |
| SkyStem | — | 0 |