Credit Unions

Find that delicate balance between fostering member loyalty and running a prosperous business by working with experienced professionals dedicated to serving credit unions.

Together we’ll create opportunities 

Your organization faces more hurdles than ever before. With extensive knowledge of your industry, we can help your credit union navigate complex regulations, mitigate risks, and strengthen member-owner relationships.

We’re committed to addressing what matters most to you:

  • Making smart decisions for your members
  • A proactive and smooth audit process
  • Compliance with regulations and laws
  • Organization-wide understanding of changing accounting standards
  • Loan growth
  • Reliable IT security and risk management
  • Keeping costs low and member satisfaction high
  • Staying competitive while exploring new strategic initiatives

Experience our client-focused approach

Our proactive approach allows us to understand your goals and details about your business before we begin. Whether your priority is timeliness, local resources, or specific guidance, we’ll put together a team to address your specific needs. Our CPAs and consultants spend 100% of their time serving credit unions, which gives us a deep understanding of your issues. Ultimately, we treat you with the same care as you treat your members.

As an experienced advisor to credit unions nationwide, we serve federally and state-charted credit unions, credit union service organizations, and industry leagues and associations from coast to coast. We consistently talk to regulators and participate in industry organizations, including the AICPA task force, which means we can keep you abreast of trends and emerging topics. You also receive unlimited access to our financial institutions group throughout the year via phone and email to assist with everyday questions and concerns.

Services for credit unions

IT outsourcing services

Industry-specialized services

Audit, tax, and consulting

Mortgage advisory services

Merger and acquisition services are offered through CliftonLarsonAllen Wealth Advisors, LLC, member FINRA and SIPC.

Experience the CLA Promise