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