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CPA Market Share Guide

Selecting an audit partner has never been more important

The process of selecting an audit partner has become a more deliberative process since it is one of the most important relationships your credit union has. This key partner plays a pivotal role as the scope of your business evolves.

Our CPA Guide is a downloadable PDF so you will receive
it instantly after you purchase the guide!

The Only Resource Helping You Get
Inside Auditors’ Minds

Credit unions of all sizes need to know:

  • The most active CPAs in the credit union industry, nationally and by state
  • Which firms serve which sized credit unions?
  • Which firms have experience with your data processing system?

Our 2011 Credit Union CPA Market Share Guide provides answers to these questions and delivers additional insight and guidance.

Our market share guide provides you with:

  • Market overview, including a national market share ranking of credit union-focused accounting firms
  • Updates on relevant current Issues
  • Contact information for auditors who work with credit unions over $500M in assets, a credit union/auditor list, and a state-by-state credit union/auditor list

You will receive the following lists

  • Credit union-focused CPA firms with data processing experience
  • State distribution of Credit Unions over $40 million in assets
  • Credit Union Auditing Associations and Conferences
  • Appendices for easy referencing
  • A sample external audit RFP
  • NCUA’s Supervisory Committee Guide: Who Must Do the Audit
  • NCUA Examiner’s Guide: Supervisory Committee
For more information, check out the table of contents.

Table of Contents

Resources: 
Market Overview: Providing Critical Guidance in a Rapidly Changing Environment
Current Issues: New Accounting Rules Will Significantly Change Accounting for Credit Union Mergers

Credit Union Auditor Market
National Market Share Ranking of Credit Union Firms
Data Processing Experience of Credit Union CPA Firms
Market Share Ranking of CPA Firms by State
State Distribution of Credit Unions over $40 million
Auditing Firms Serving Credit Unions
Credit Union Auditing Associations & Conferences

Listings
Auditor Listing for Credit Unions over $500M
Credit Union/Auditor Listing (alphabetically by Credit Union)
Auditor/Credit Union Listing (alphabetically by Auditor)
State/Credit Union/Auditor Listing (alphabetically by State)

Appendices
A: Sample External Audit RFP
B: Chapter 5 of NCUA’s Supervisory Committee Guide: Who Must Do the Audit
C: NCUA Examiner’s Guide, Chapter 5: Supervisory Committee

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3 High Performance Management Resources for year-long support:
Annual Directory, Credit Union Strategy & Performance (CUSP) quarterly journal plus online access, and monthly Callahan Report newsletter.

Are you positioned to take advantage of market opportunities? 

Leverage the power of all three of our performance management publications for annual, quarterly and monthly support.

  • Deep industry analysis and extensive data
  • Industry partner perspectives
  • Interviews with top leaders

More Info

 

I have found Callahan and Associates to be a data-driven organization staffed with competent people who are very knowledgeable and trustworthy. I have sought out their advice on many different matters of strategic importance over the past 10 years and they have always provided wise counsel.”

- Olan Jones, JR, CEO,
Eastman Credit Union

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