Audit Services

• Certified audits
• CUSO audits
• Ballot tabulation
• Internal auditing services
• Internal control services
• Fraud audits / bond claims
• Change of management audits
• Supervisory committee audits

Management Consulting Services

• Strategic planning facilitation
• Operational efficiency reviews
• Analysis of expansion costs
• Loan portfolio evaluations
• Cash flow analysis / solutions Profitability enhancement
• Cost reduction analysis
• Item processing analysis and solutions
• Bank reconciliations
• Policy / procedure reviews
• Policy / procedure development
• Branch or charter analysis / forecasting
• Merger candidate evaluations
• Organizational re-engineering

Employee Benefits Services

• Payroll procedure audits
• IRS Form preparation
  
  

Compliance Consulting

• Student loan program audits

Information Systems Services

• Technology assessments
• Strategic technology planning
• Data processing hardware and software evaluation and selection
• Data processing security evaluations
• General controls reviews of data processing
• Network controls reviews
• Disaster recovery plan reviews and tests
• Construction of disaster recovery plan manuals
• Systems implementation assistance
• Post-implementation assistance
• Long-range information systems plans
• I/S policy / procedure reviews
• I/S policy / procedure manual development

Tax Work

• IRS 990 preparation
• CUSO tax planning
• CUSO tax work – Form 1120 and state tax forms
• Tangible and intangible tax returns

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