Services for Credit Unions

Giving Credit Where Credit is Due

They teach our children, patrol our streets, read our meters, fight our fires, and build our nation’s aircraft and ships. Others manufacture the products that make our lives easier. What do they have in common?

They turn to their credit union – whether governmental or industrial, secular or parochial – for financial assistance. They, and we, depend on our credit unions to run smoothly, operate efficiently, and to provide us with a wide range of financial services.

Just as we turn to our credit unions, those who manage the credit unions turn to the professionals at Whittlesey & Hadley for sound financial and management advice. Our team of specialists provides a wide range of accounting and management consulting services to a broad base of credit unions.

Our services include:

  • Financial statement opinion audits
  • Agreed-upon procedures in accordance with National Credit Union Administration (NCUA) guidelines
  • Supervisory Committee training
  • Implementation of new accounting pronouncements and NCUA regulations
  • Verification of accounts
  • Accounting services and reconciliation assistance
  • Internal control reviews
  • Outsourced internal audits
  • Loan reviews
  • Fraud investigation

We also assist credit union management with specialized consulting services, such as:

  • Information technology reviews to ensure that the credit union safeguards member information in accordance with NCUA regulations. These reviews are conducted by our wholly-owned technology subsidiary, The Technology Group, LLC.

  • Business and strategic plan development

  • Merger and consolidation reviews

Whittlesey & Hadley is a member of PKF North America, an affiliation of independent accounting firms worldwide. This affiliation puts us in constant contact with other accountants around the world who also serve the credit union industry. We participate in seminars and monthly conference calls to discuss issues that face our credit union clients and we attend an annual educational conference that addresses key industry topics. Each member of our credit union team participates in a rigorous continuing professional education program to ensure that he/she remains informed on new regulations and audit procedures. This dedicated focus, enhanced by more than a decade of service to the industry, gives our credit union clients confidence that they are dealing with industry experts.

Expertise. Experience. Education. Information. Add to that an unusual amount of personal attention from your engagement partner and team members.

It’s a winning combination for credit unions served by Whittlesey & Hadley.