Credit Unions

Accounting, Auditing, Risk Management and Business Advisory Services for Credit Unions

The Bonadio Credit Union Team is committed to being your trusted advisor, providing unmatched service and state-of-the-art resources that are designed exclusively for credit unions.

Our Credit Union team consists of auditors, management consultants, certified fraud examiners, former credit union employees, and other enterprise risk management (ERM) experts (including IT audit and security professionals) who share a common denominator: experience in helping credit unions and other financial institutions protect their assets and meet regulatory compliance requirements. The experience we have gained in providing services to credit unions and financial institutions allows us to perform flawless financial statement audits and assessments of our clients’ business operations and risks.

  • Financial Statement Audits
    Financial statement audits of unsurpassed insight and quality
    Ensuring our clients receive the highest possible quality attestation services and deliverables through a combination of experienced professionals with relevant industry experience.
  • Supervisory Committee Audits
    NCUA Compliance that fits you
    An examination that perfectly suits you, in terms of size, scope, insights, and observations—all delivered at a fraction of the costs of a full financial statement audit.
  • Internal Audit
    The right controls & More
    Risk management and minimization support that ensures internal auditing is not merely a cost, but part of a comprehensive strategy to provide a sustainable, competitive advantage. We are a resource that is available when you need it.
  • Regulatory Compliance
    Tools for keeping your business on track
    After we conduct your initial assessment, we arm you with the best tools so that you can monitor and quickly adapt to any changes in procedures or regulations—while remaining 100% compliant.
  • IT Risk Management
    The "defensive" approach to safe and secure data
    You’ll get hands-on implementation assistance from committed experts who are dedicated to minimizing your exposure to IT risks, while maximizing the protection and security of your data.
  • Mergers & Acquisitions/Business Valuations
    The perfect guide to profitable decision-making
    Our first and foremost goal is to ensure the merger decision rests upon sound insight and analysis, and its implementation results in an operationally smooth transition and a successful transaction that benefits members of both merging credit unions.

Bonadio's Services for Credit Unions

  • Accounting Systems Analysis/Design
  • Auditing
    • Financial Statement
    • Supervisory Committee
    • Operational
    • Employee Benefit Plans
  • Business Planning and Consulting
  • Business Valuations
  • Cash Flow Analysis and Projections
  • Collateral Reviews
  • CUSO Tax Planning and Preparation
  • Disaster Recovery/Business Continuity Planning
  • Enterprise Risk Management
  • Feasibility Studies
  • Forecasting
  • Forensic Accounting
  • Fraud Investigations
  • Internal Audit Outsourcing
  • Internal Control Assessments
  • IT Business Reviews
  • IT Consulting
  • IT Vulnerability and Breach Prevention Assessments
  • Litigation Support
  • Management Consulting
  • Mergers/Acquisitions/Divestitures
  • Projections and Forecasts
  • Regulatory Compliance Assessments
  • Risk Management
  • Strategic Planning
  • Technology Risk Assessments

For further information on our services for credit unions, call us at (800) 487-7624 or contact Jeff Paille at jpaille@bonadio.com.