Plante & Moran credit union clients help their members manage billions in assets

We understand credit unions. We currently serve more than 250 clients in the financial services industry. They range in size from $100 million to several billion in assets.

To provide them with the best financial and tax services possible, we monitor regulations, legislation, economic conditions, and trends that impact credit unions.

Best practices: a checklist Benchmark your credit union against industry best practices outlined by our experienced advisors. Best practices include: remote deposit capture, lockbox accounting services, social networking, and analysis of technology agreements.

We will apply the knowledge we have gained working with other credit unions to our engagement with you. At the same time, we will give you individualized attention and we will customize solutions to your unique situation. We understand that while credit unions are similar in many ways each credit union is unique. 

Exceptional problem solving

Our team of specialists dedicated to serving credit unions includes CPAs, technology experts, risk management professionals, regulatory specialists, management consultants, forensic accountants, and real estate advisors.

Our culture fosters collaboration, so we will combine our knowledge of credit unions and special skills to offer you exceptional thinking and problem solving in all of our credit union services from technology consulting to financial statement audits and regulatory compliance. Another benefit of our culture is a high staff retention rate. Therefore, we can assure you familiar faces at each engagement. And because we know the importance of communication, we provide a primary contact individual to coordinate all services. 

Menu of services especially developed for credit unions

To better serve our clients, we have developed a menu of specialized services designed especially for credit unions. They include:

• Financial statement auditing
• Internal audits
• BSA and ACH audits
• Regulatory compliance
• Technology consulting and solutions
• Employee benefits consulting
• Healthcare cost containment
• Succession planning
• Form 990 preparation and CUSO tax planning
• Real estate advisory services
• Investment consulting

 
We also offer loan review services for our credit unions that have begun to offer commercial loans. We can help you anticipate challenges, take advantage of opportunities, improve your operations, and plan for the future.

Since our formation in 1924, Plante & Moran has followed the firm’s philosophy of putting client success first. When you enter into a relationship with us, you will see and feel an immediate difference.