top of page
Click here to access your tax organizer documents.
Adobestock financial services.jpg

FINANCIAL & INSURANCE SERVICES

We want to be a member of your team.

The financial experts at ELO CPAs & Advisors understand what makes credit unions unique and the unique financial services they require.

 

We provide a thoughtful approach to issues like member ownership, investments, lending powers and practices, state and federal regulations, and asset/liability management issues to allow your organization to focus on your core mission.

​

We work with a variety of firms:
​

  • Community Credit Unions

  • Industry Credit Unions

  • Financial Institutions

  • Insurance Agencies 

 

Call us today to speak to ELO’s team of credit union industry experts about our accountancy and financial services so you can better serve your member-owners.

OUR SERVICES

Strategy & Management

  • Industry benchmark analysis

  • Allowance for credit losses consulting

  • Policy and procedure analysis

​​

Compliance & Assurance

  • Financial statement audits

  • Supervisory committee audits

  • BSA compliance testing

  • Other agreed upon procedures

  • BUSINESS CONSULTING
    M&A Services & Due Diligence Succession & Exit Planning Strategic Planning & Advisory Board Services Risk Management
  • CLIENT ACCOUNTING SERVICES
    Individual Business Accounting CFO & Controller Services QuickBooks Training & Support Payroll Services & Compliance
  • BUSINESS TAX
    Business Tax Agri-Business Tax Individual Tax Tax Credits & Incentives Estate & Trusts Sales & Use Tax
  • AUDIT & ASSURANCE
    ​​​​​ Full-Scale Reviews Agreed Upon Procedures Financial Statement Employee Benefit Plan Gov't/School District Peer Review
  • WEALTH MANAGEMENT
    401k Planning Individual Investing Retirement Planning Insurance Review

FREQUENTLY ASKED QUESTIONS

bottom of page