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Smith and Associates is a well respected chartered accounting and consulting firm. :: Financial Services

Financial Services

Staying ahead of industry challenges

We blend the right mix of solid experience and industry knowledge to provide you with sound business strategies. We make it a priority to monitor legislative and regulatory changes as well as economic trends that influence your day to day business. Our financial institution clients include a number of credit unions.

Credit Unions

With extensive knowledge of your industry, we help credit union clients navigate complex regulations, mitigate risks, strengthen member- owner relationships, and achieve growth goals.

Are these some of your concerns?

  • Making the best decisions for your members, who are also your partners
  • A proactive and smooth audit process
  • Compliance with regulations and laws
  • Organization-wide understanding of changing accounting standards
  • Loan growth
  • Reliable IT security and risk management
  • Keeping costs low and member satisfaction high
  • Staying competitive while exploring new strategic initiatives
  • Obtaining comprehensive services at a reasonable fee

Your organization and industry face more hurdles than ever before. Our proactive approach ensures we know your goals and the details about your business before we begin. Whether your priority is timeliness, cost containment, or specific expertise, we’ll put together a team to best serve your needs. Our audit team and consultants spend a substantial amount of their time serving credit unions, giving us a deep understanding of your issues. We’ll treat you with the same care as you treat your members. Smith and Associates is a leading auditor of credit unions nationwide, serving a number of credit unions for more than twelve (12) years. We consistently talk to regulators and participate in industry organizations, which mean we’ll keep you up-to-date on trends and emerging issues.

Here is how we can help you

  • Financial statement audit
  • Internal audit
  • Loan portfolio analysis
  • Enterprise risk assessment
  • Outsourced accounting
  • Strategic planning
  • Human resource management, including executive search
  • Merger and acquisition consulting