Credit Union Services Group

We leverage decades of experience to assist credit unions navigate important business issues while meeting important regulatory compliance in audit, assurance, governance, risk, tax and more

Specialized Services

  • Financial Statement Audits
  • Accounting Advisory
  • Introduction to CECL
  • Agreed Upon Procedures
  • CoSourced Internal Audit
  • Full Internal audit
  • Individual Audit
  • ACH Annual Audit
  • Bank Secrecy Act Reviews
  • Full Internal audit
  • Fair Lending Reviews
  • SAFE Act Compliance Reviews
  • GRC & ERM Program Development and Readiness
  • Portfolio Risk Assessments
  • Collections Process Optimization
  • Exam Preparation and Readiness
  • Volunteer Financial Literacy Education
  • Volunteer Customized Education
  • Volunteer Election Count Verification
  • Bond Claim Fraud Investigation & Documentation
  • SOC II Review
  • Merger Due Diligence
  • Employment Benefit Plan Audit
  • Retirement Plan Opinion Audit or Compliance Procedures
  • Executive Plan Review
  • Full Tax Preparation Services
  • Tax Advisory (Federal, State, & International)
  • Appearance before ITS on unrelated business taxable income issues
  • All Accounting Services
  • Interim CFO
  • Business Services
Shelia Balzer

Shelia Balzer

Lead Audit Partner, Credit Union Services, Assurance & Advisory

Pam Easley

Pam Easley

Lead Managing Director, Credit Union Services, Risk Advisory Services

We Understand Credit Unions

Our professionals have dedicated their careers to assisting the credit union industry. We help credit unions focus on what is important while understanding other issues that may be relevant to your credit union as it serves its membership.

Our firm has specialized professionals who not only understand the credit union industry, but who are experts in not-for-profit accounting and compliance, CUSO compliance and operations, for profit tax and accounting issues, government regulations (depending on your field of membership and community affiliations) to name a few.

A Proven Track Record

We are one of the fastest growing credit union practices in the United States, currently ranked as one of the top audit firms according to Callahan & Associates 2021 Supplier Market Share Guide for Accountants and Auditors.

We leverage decades of experience in working with credit unions to navigate important business issues, regulatory directives, and understanding the latest accounting and audit guidance in governance, risk, and tax matters.

Your Key Advisory Partner

We have been selected by credit unions as a key partner in ensuring that their audit and consulting needs are aligned with credit union objectives, challenges, or management/Supervisory Committee concerns.

We have achieved trust in our clients through growing deep working relationships. Many of our credit union clients ask us to assist them with strategic, management, risk and growth objectives beyond their audit needs including training of volunteers on Financial Literacy, Examination Preparedness and Governance. .

This is because our understanding of credit unions goes beyond the norm. Many of our team have direct operational experience as former credit union leaders and employees, while the rest of our team has been serving credit unions for many years

Professional Affiliations

We actively participate and are leaders within many AICPA committees such as the AICPA Board of Directors, Technical Issues Committee, and are members of many state CPA societies. We participate in credit union industry groups and are sought to train regulators and examiners on important topics such as CECL and Credit Risk.