Assurance Services

Our approach to auditing and assurance services is simple – staff the engagement with experienced professionals who understand your organization and don’t cut corners. Many auditing firms hide behind the shield of efficiency and technology, without ever truly understanding your organization. We also embrace efficiency and technology, but we spend the time necessary at your organization to ensure we provide more thorough service and deliver a more comprehensive report.

Our firm’s credentials say it all:

Our leadership team has more than 125 years of collective experience in the banking industry. We serve more than 150 credit union and financial institution clients that range in size from $10 million to over $18 billion. We offer hands-on, responsive, risk-based service led by dedicated industry professionals. We are proactively involved with our clients and provide them with industry-specific information.

We stay current with Generally Accepted Accounting Principles (GAAP) and Generally Accepted Auditing Standards (GAAS) and receive continuous training in audit, accounting and compliance issues. We are also active in professional associations.

Our assurance services group provides:

  • Independent audits of financial statements;
  • Retirement and benefit plan audits, including 401(k), 403(b) and other plans;
  • Limited scope audits;
  • Agreed-upon procedures engagements;
  • Special purpose audits;
  • HUD compliance audits.

Our teams develop specific audit plans for your institution and draft programs specific to the departments or areas under review.

What we bring to the table is simple: value.

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