COMMUNITY BANKS & CREDIT UNIONS 
MARKETS

As a finance and accounting outsourcing (FAO) service provider, we work with community banks and credit unions to provide needed expertise for both ongoing staffing needs and specific financial projects.

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Services include:

 

• Skilled banking CFOs and accounting staff who can step in during a staff transition.
   

• Top-tier, part-time expertise to prepare for CECL, firm up stress scenarios, complete the Call Report or run analytics on the loan portfolio.
   

• Objective, third-party financial reviews of the loan portfolio and deposit analytics.
   

• Assessments of accounting operations, controls, policies and procedures, and staffing with detailed, actionable board-ready recommendations.
   

• Skilled audit preparation teams that understand the banking and credit union regulatory environment and reporting requirements. 

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