CFO Services
Work with Your Own Dedicated Fractional CFO
Ever wonder how you can keep your finances rock-solid while still planning for tomorrow’s big moves? At CU*SOUTH, our CFO Services build on the foundation of our Accounting Services to give you something that goes beyond your regular number-crunching. We focus on shaping your credit union’s financial strategy—where you stand now and where you want to be next.
Our Services
When you bring CU*SOUTH’s CFO Services to the table, you get seasoned pros who shoulder the heavy financial lifting—so you can stay focused on your members.
- Financial Reporting & Analysis: monthly statements, board packets, ALM reports and clear take‑aways you can act on
- Policy & Procedure Design: GAAP-compliant frameworks that keep you ahead of regulators
- Budgeting & Forecasting: annual plans, rolling projections and easy-to-read variance snapshots
- Asset & Liability Management: ALM program administration, ALCO meeting support and risk monitoring
- Liquidity & Balance Sheet Strategies: cash flow modeling, investment laddering and funding guidance
- Deposit & Loan Pricing Advice: data-driven recommendations that protect margin and member value
- CECL Model Oversight: setup, ongoing maintenance and board-ready explanations
- General Ledger & Month-End Close: reconciliations, journal entries and on-time financials
- Special Projects & CFO Advisory: from merger prep to one-off studies, we help fill gaps wherever you need us
- Transparent Scheduling & Billing: clear calendars, tracked hours and profitability insights you can trust
Here’s how our CFO Services can help you:
Step One: Evaluate
Many credit unions struggle to keep all their financial plates spinning: general ledgers may need additional evaluation and daily accounting can feel like a never-ending puzzle.
Our experienced accounting team can help review and level set your financial records. Once goals are set, we’ll take over your daily and monthly entries, making sure everything follows GAAP standards with clockwork precision.
Step Two: Strategize
We know there’s more to life than keeping your books. That’s where our CFO Services shine.
Our fractional CFO can examine your credit union’s finances—sometimes revealing financial levers you never even realized you could pull—and offer experienced guidance for future improvements. Plus, this extra level of insight comes without the sticker shock of hiring a full-time CFO. We’ve seen how credit unions benefit when they can access on-demand expertise without having to scramble for talent or stretch their budgets thin.
Step Three: Worry Less
With a seasoned fractional CFO and our expert accounting team watching over your books, you’ll never lose sleep over financial details. We proactively flag trends, streamline month-end closes and deliver clear forecasts so you can stay ahead of surprises. Free from the daily grind of reconciliations and regulatory checklists, you’re empowered to focus on what matters most: serving your members and growing your credit union.
Stress Less, Achieve More with Our CFO and Accounting Services
Hand off the day-to-day accounting headaches. Our experienced team keeps your ledgers spotless and your month-ends on time, while your fractional CFO maps out the strategic roadmap for growth. No more late-night reconciliations or budget surprises.
