Bolster Your Credit Union with Expert Accounting Support

The financial management landscape of a credit union is loaded with complexities that require meticulous attention and expertise. The exhaustive nature of managing day-to-day financial operations can distract you from focusing on member services, which are the heart of your credit union’s mission.

At CU*SOUTH, we understand the challenges posed by outdated accounting processes, manual tasks and limited staff resources. Our commitment is to offer specialized accounting solutions designed to streamline your operations, enabling you to achieveand even surpassyour strategic objectives.

Daily Efficiency, Seamless Operations

Our expert accounting and bookkeeping team offer daily services to keep your credit union running smoothly.

    • Member Trial Balance Daily Balancing
    • Debit Card Balancing
    • Change Fund Balancing
    • CU Check and/or Money Order Reconciliation
    • ACH & Share Draft Settlement
    • Suspense Account Balancing

Tailored Daily Add-Ons:

    • Exceptions Processing: ACH & Share Draft
    • Credit Card Balancing
    • Corporate Account Balancing
    • Shared Branching Balancing
    • Miscellaneous General Ledger Balancing/Reconciliation

Monthly Insights, Strategic Planning

Our monthly services provide a comprehensive view of your credit union’s financial health:

    • End-of-Month Balancing
    • 90-day Delinquent Loan Interest Postings
    • Negative Share Balance GL Transfers

Tailored Monthly Add-Ons:

    • Investment Processing and Balancing
    • Fixed Assets/Prepaids/Accrued Expenses Processing and Balancing
    • Miscellaneous Month-End Posting
    • Formal Reconciliation of Balance Sheet Ledgers

Monthly Insights, Strategic Planning

Cap off your quarter and the entire year with precision and strategic financial insights:

  • 5300/Call Report Services
  • Call Report Configurations/Set Up
  • Year-End General Ledger Closing Entries

Why Choose CU*SOUTH for Your Accounting Needs?

Partnering with CU*SOUTH for accounting services means entrusting your financial operations to a team that not only understands the unique challenges of credit unions, but also shares your commitment to excellence and member service. Our solutions are crafted to relieve the financial management burden, allowing you to dedicate more resources to serving your members and achieving your goals.

Discover the difference expert accounting support can make for your credit union. Contact us to learn more about our comprehensive suite of accounting services designed for credit union success.

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