Financial Institutions

Accounting Services For Financial Institutions

Our extensive knowledge of financial institutions enables us to play an active role in our clients’ success and provide a high level of personal service. With more than 20 years of experience, our professional relationships with financial institutions are strong, providing consistent and regular direction, advice, and accounting services throughout the year, not just during the annual engagement.

We are told again and again that our value comes from the attention to detail, the industry experience, the personal approach, and the continuity of personnel that we bring to our financial institution clients.


  • Opinion Audits
  • Supervisory Exams
  • BSA/OFAC Compliance Audit
  • CUSO Audits, Reviews, Compilations
  • Member Verifications
  • Student Loan Program Audits, FFEL


  • IRS Form 990, 990-T, and WI-CU1
  • CUSO Consulting & Tax Services
  • Loan File Review
  • Policy Review
  • Employee Benefit Plan Audit
  • General Accounting Assistance
  • Human Resource Consulting
  • Internal Control Review
  • Merger Assistance
  • Payroll Services

Quarterly Charge-Off Reports





Jeff Danen

CPA, CVA, Partner

Jeff Danen

920.337.4546 | Email
Company Profile

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