Credit Unions

Regulatory changes and the challenge of membership growth makes it crucial that your credit union has a team it can rely on.

We supplement the advice given by your board members with the best practices we have gleaned from our experience serving credit unions. CBIZ specialists know your industry: how it differs from banking, and where it may be similar. As part of our overall tax and audit* relationship with you, we strive to bring value to your credit union that extends beyond compliance. We accomplish this by sponsoring and staying involved in associations that serve your ecosystem.

Solutions for Credit Unions

Our professionals regularly assist credit unions with a number of solutions, including:

• Financial Statement Audits*
• Opinion audits
• Tax compliance
• Valuation services
• IT audits
• Internal audits

The CBIZ Banking & Financial Services Practice assists banks, credit unions and other financial institutions with a unique range of consulting, compliance, due diligence and business services.

Access trends and regulatory developments that affect the banking and financial services sector through our quarterly newsletter.