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.
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.
We work with a variety of firms:
​
-
Community Credit Unions
-
Industry Credit Unions
-
Financial Institutions
-
Insurance Agencies
​
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 CONSULTINGM&A Services & Due Diligence Succession & Exit Planning Strategic Planning & Advisory Board Services Risk Management
-
CLIENT ACCOUNTING SERVICESIndividual Business Accounting CFO & Controller Services QuickBooks Training & Support Payroll Services & Compliance
-
BUSINESS TAXBusiness 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 MANAGEMENT401k Planning Individual Investing Retirement Planning Insurance Review
Contact Jamie
for more information
As a partner and practice leader, Jamie Eldeen brings a solid resume of experience and success focused on providing consulting, audit and attest services, and tax planning and preparation services for ELO's financial and insurance services clients. Jamie also leads the development and organization of the audit and attest policies for ELO.
