Frequently Asked Questions

We realize that each company cannot have experts for each function of the organization and we want you to concentrate on what you do best.  With 20+ years of accounting and finance experience, and CPA and CCUE certifications, we can bring the needed knowledge and expertise to your organization.  

We concentrate mostly on credit unions as that is where our experience mostly comes from.  However, the beautiful thing about accounting and finance is that it translates easily across different industries.  If for some reason, we cannot help you we know other accountants that we can put you in touch with to get your needs met. 

Does your accountant return your calls? Do you feel comfortable asking them a question? Do you feel heard? With the right accountant, the answers should be a resounding "Yes!"