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Buyer's Guide
Audit/CPA
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13740 Research Blvd, Building 2, Suite T | Austin, TX 78750
Brad Smith President 512-231-1750
Phone: 5123513697 | Fax: 5122311752 http://www.aboundresources.com
Service Areas: Business Continuity, Audit/CPA, Compliance, Consulting, Contract/Vendor Management
130 Middle Street 3rd Floor | Portland, ME 04112-0445
kadams@arbcpa.com
Phone: 2077721981 | Fax: 2077721982 http://www.arbcpa.com/
Service Areas: Audit/CPA
1821 South Avenue West, 5th Floor | Missoula, MT 59806
Shirlee Walker (406) 721-7800
Phone: (406) 721-7800 http://www.azworld.com
215 West Fourth St | Ottumwa, IA 52501
Phone: (641) 684-5489 http://www.andersonlarkin.com/
555 South Front Street Suite 350 | Columbus, MD 43215
Dana McCranie Chair 703-688-2284
http://www.acuia.org
Service Areas: Associations, Audit/CPA
1224 Main Street | Branford, CT 06405
Steve Moalli Partner 203-481-1120
Phone: 2034811120 http://www.baileyscarano.com/
Service Areas: Audit/CPA, Consulting
2000 West Dorothy Lane | Dayton, OH 45439
Charles M. Foley Managing Partner
Phone: (937) 298-0201 http://brkllp.com/
745 Inspiration Lane | Escondido, CA 92025
Richard Farrell, CPA Partner 215-241-8963
Phone: 215-564-1900 | Fax: 215-564-3940 http://www.bdo.com
Service Areas: Audit/CPA, Compliance, Consulting
10960 Wilshire Boulevard, Seventh Floor | Los Angeles, CA 90024
Sam Okstad Partner
Phone: (310) 450-0875 | Fax: (310) 450-9157 http://www.biggsco.com
201 North Illinois Street, Suite 700 | Indianapolis, IN 46204
Chad Garber Director 317-383-4000
Phone: (317) 383-5443 | Fax: (317) 383-4200 http://www.bkd.com
171 Sully's Trail Suite 201 | Pittsford, NY 14534
Jeff Paille, CPA Partner 585-249-2889
Phone: 585-249-2889 | Fax: 585-381-3131 http://www.bonadio.com/spotlights/credit-unions/
Service Areas: Board Education, Business Continuity, Audit/CPA, Compliance, Consulting
121 So. Central Ave. | Sidney, MT 59270
Bill Brenner CPA
Phone: 4064335464 | Fax: 4064336016 http://www.bacopc.com
319 Mcclanahan St, Sw | Roanoke, VA 24014
Norman Yoder Director
Phone: 4349489000 | Fax: 4349489029 http://www.becpas.com
6 CityPlace Dr Suite 900 | St. Louis, MO 63141
Christopher Menz CPA
Phone: (314) 983-1227 http://www.bswllc.com
1640 West 8th Street Frontier Building | Erie, PA 16505
John J. Bleil Prinicpal
Phone: 8144546341 | Fax: 8144559060 http://www.bbbcpas.com
1204 Broad Street | Camden, SC 29020
Jan Pierce Credit Union Partner
Phone: 803-432-1436 | Fax: 803-432-5055 http://www.ctp-cpa.com
P.O. Box 5204 | Lake Wylie, SC 29710
Les Young Sr. Partner
Phone: 800-553-9981 | Fax: 803-831-7979
4360 Chamblee Dunwoody Road, Suite 420 | Atlanta, GA 30341
Doug Mims Partner (334) 348-1326
Phone: 334-348-1326 | Fax: 334-348-1460 http://www.cricpa.com/
205 De Anza Blvd., #13 | San Mateo, CA 94402-3989
Hal Carroll Managing Partner 650-888-3520
Phone: 650-888-3520 https://carrollcpas.net
Service Areas: Audit/CPA, Consulting, Contract/Vendor Management
Carroll & Associates is a professional services firm that specializes in serving the needs of one industry…credit unions.
205 De Anza Blvd. #13 | San Mateo, CA 94402
Hal Carroll President, CPA
Phone: 650-888-3520
1221 Wyoming Avenue | Forty Fort, PA 18704
Chris Carver C.P.A.
http://www.carvercpa.com/
34305 Solon Rd. Suite 10 | Solon, OH 44139
Christine Cordiak Vice President
Phone: 440-542-1536 | Fax: 440-248-2902 http://www.cbscpasllc.com
200 South 10th Street Suite 900 | Richmond, VA 23219
Howard Kies Partner
Phone: 8046735700 | Fax: 8046734290 http://www.cbh.com
31215 Jefferson Ave. | St. Claire Shores, MI 48082
Daniel Mahalak Partner
Phone: (877) 998-2626 | Fax: (586) 296-5325 http://www.cm-co.com
109 North Main Street | Austin, MN 55912
Bryan Mogensen Principal
Phone: 6026043551 | Fax: 6123764850 http://www.claconnect.com
Service Areas: Technology Consulting, Audit/CPA, Compliance
CLA exists to create opportunities for our clients, our people, and our communities through our industry-focused advisory, outsourcing, accounting, and consulting services. From identifying and mitigating risk, to merger and acquisition consulting and complying with regulations, CLA’s experienced team guides clients through challenging times and helps position them for future success.
801 S. Fillmore, Suite 600 | Amarillo, TX 79101
Mike Connor Managing Partner 806-373-6661
Phone: 8063736661 | Fax: 8063721237 http://www.cmmscpa.com
330 East Jefferson Boulevard | South Bend, IN 46601
Mark Taylor Partner 630-575-4335
http://www.crowehorwath.com
Denise Yuh Principal Partner 888-432-8772
Phone: 8089427565 http://www.cupacific.com
6801 Parkwood Blvd, Suite 300 | Plano, TX 75028
Bob Rehm Vice President, Sales (800) 442-5762
Phone: 8004425762 www.curesources.coop
Service Areas: Employee Training, Marketing, Print Materials, Audit/CPA, Consulting
Mark Cummings Principal (314) 845-6050
http://www.cummingscpa.com/
100 Lakeforest Blvd. Ste 650 | Gaithersburg, MD 20877
Allen Deleon, CPA Partner
Phone: 3019825203 http://www.deleonandstang.com
79 Wellington St West ON M5K1B9 | Toronto, Canada 99999
http://www.deloitte.com/view/en_US/us/index.htm
10827 S. Western Ave. | Chicago, IL 60643
Hugh Ahern CPA (773) 779-4720
Phone: 773-779-4720 | Fax: 773-779-8310 http://www.desmondcpa.com
1205 Weaver Drive | Granville, OH 43023
Matthew Bagent CPA (740) 321-1000
Phone: 7403211000 | Fax: 7403211100 http://www.ddbco.cpa.pro
305 West Big Beaver Road | Troy, MI 48084
Robin D. Hoag, CPA, CGMA, CMC Shareholder, Financial Institutions Group (248) 244-3242
Phone: 2482443242 | Fax: 2482736842 http://doeren.com
Service Areas: Audit/CPA, Enterprise Risk Management (ERM), Mergers
For more than 40 years, our Financial Institutions Group has dedicated itself to the industry serving hundreds of credit unions across the nation with effective external and internal auditing, IT assurance, Enterprise Risk Management (ERM), lending portfolio reviews, mergers and collaborations, and other advisory services. Drawing on our experience, we apply our expertise to assist in assessing opportunities, managing risk and delivering value to credit union stakeholders.
Randal Boysun Managing Shareholder (406) 761-4645
http://www.dwcogf.com
Darrell Linle Partner (701) 255-8434
Phone: 7012558434 http://www.eidebailly.com
901 S 2nd St | Springfield, IL 62704
Phone: 2175288473 http://ebocpa.com
7480 Fairway Drive, Suite 205 | Miami Lakes, FL 33014
Edwin W Ewart Jr. Managing Partner 305-798-5400
Phone: 3055574683 | Fax: 3056754681 http://www.ewartcpa.com
1905 W 4700 South | Salt Lake City, UT 84118
Bart Ferrin CPA
Phone: 8018402220 http://ferrincpa.com
5299 DTC BLVD Suite 950 | Greenwood Village, CO 80111
Bob Davidson V.P. Marketing & Sales (887) 322-1880
http://www.fimacsolutions.com
Service Areas: Asset/Liability Management (ALM), Audit/CPA
6447 W Highway 146 | Crestwood, KY 40014
Robin Rivers CPA Manager Auditing Services (887) 322-1880
Phone: (800) 776-1393 | Fax: (510) 527-4065 http://www.financialstandardsgroup.com
601 N. Broadway | Shawnee, OK 74801
Tim Barnes Partner (405) 395-5000
Phone: 4053955000 | Fax: 4953953000 http://www.finley-cook.com
4242 Medical Drivesuite 5100 | San Antonio, TX 78229
Bruce Howard Director, Business Development
Phone: 210-614-2284 | Fax: 210-614-2285 http://www.fhkcpa.com
910 N. Last Chance Gulch | Helena, MT 59601
Nathan D. McCarthy CPA
Phone: 4064425520 | Fax: 4064577245 http://www.ghg-cpa.com
10555 New York Avenue Suite 200 | Des Moines, IA 50322
Dennis Gardiner Partner (515) 270-1446
Phone: (515) 270-1446 | Fax: (515) 270-1811 https://www.gardinercpa.com
230 West Street, Suite 700 | Columbus, OH 43215
Scott H. Runyan Director 614-947-5272
Phone: 6144735272 http://gbq.com/
With over 175 associates and offices in Ohio, Indiana, and New York, GBQ provides proactive audit, compliance, IT and management consulting services to the credit union industry. We have a team of professionals that exclusively serves credit unions, offering a diversity of expertise, background and education to our clients. At GBQ we empower the growth of our Credit Union clients.
757 Third Avenue, 9th Floor | New York, NY 10017
James C. Norfleet Partner
Phone: 3128560200 | Fax: 3126028099 http://www.grantthornton.com
850 North Causeway Blvd., Suite 200, | Mandeville, LA 70448
Stephen Griffin Managing Partner
Phone: 9857279924 | Fax: 9857279975 http://www.griffinandco.com
4400 Main Street | Kansas City, MN 64111
Amy Roberts Manager, Strategic Relationships
http://www.hrblock.com
Tumi Oluyole Senior Manager 402-390-2480
Phone: 4023902480 http://www.hayes-cpa.com/
1317 Hickory Valley Road | Chattanooga, TN 37421
Hiram Hollifield CPA
Phone: (800) 572-7359
6120 South YaleSuite 1200 | Tulsa, OK 74136
Richard Wright Audit Partner
http://www.hogantaylor.com
1777 S Harrison Street No. 1000 | Denver, CO 80210
Sheila Balzer Partner 303-759-2727
http://www.hhbdenvercpa.com/
Jerry Tenbrink Owner
Phone: 9138946214 http://www.jtacucpa.com/
James Jordan
Phone: 2253577645 | Fax: 2257565101 http://jamesjordancpa.com
501 Park Drive South | Great Falls, MT 59403
Jerry L. Lehman CEO
Phone: 4067612820 | Fax: 4067612825 http://www.jccscpa.com
345 Park Ave | New York, NY 10154
Phone: (202) 533-3000 | Fax: (202) 533-8500 http://www.us.kpmg.com
1585 Kapiolani Boulevard #1625 | Honolulu, HI 96814
Phone: (808) 942-9898
2250 Point Blvd. Suite 325 | Elgin, IL 60123
Bill Hultstrand Vice President, Business Development 2242866061
Phone: 8779157675 http://www.rexcuadvice.com
Service Areas: Employee Training, Audit/CPA, Consulting, Strategic Planning
Lending Solutions Consulting, Inc. (LSCI) is the industry leader in providing training and consulting services to credit unions across North America. Rex Johnson founded the University of Lending, a comprehensive five-day lending school in 1996. He and his team of experts have since trained over 30,000 credit union employees, helping credit unions achieve dramatic improvements in their loan yields, ROAs, and member service practices. In addition to the University of Lending, LSCI offers onsite consulting, portfolio analysis, and our newest service – Smart Loan Audit.
801 West Cherry St. Suite 100 | Sunbury, OH 43074
Steve Lillie, Partner 740-965-2294
Phone: 7409652294 | Fax: 7409651891 http://www.lilliecpa.com
Lillie & Company was founded in 2003 to serve credit unions exclusively. While expert auditing and fraud investigation services are at the heart of what we provide, to become a valued and trusted partner, we take a more holistic view of your credit union. Whether it is through education and training assistance, due diligence and merger support, or management consulting, our clients consider us a critical resource for their credit unions.
One Market Square | Augusta, ME 04338
Mark Ayers (207) 831-8728
Phone: 2078318728 http://www.macpage.com
Kris Trainor Partner (800) 277-0080
Phone: 7709558600 http://www.mjcpa.com
100 Chestnut St. Suite 1200 | Rochester, NY 14604
Raymond Jacobi Jr. CPA (585) 423-1860
Phone: 5854231860 | Fax: 5856721942 http://www.mengelmetzgerbarr.com
10960 Wilshire Blvd Ste 1100 | Los Angeles, CA 90024
Wendy O'Connor Marketing Manager 310-481-1205
Phone: 310-481-1205 http://www.mossadams.com/cu
2240 Grande Blvd. SE, Suite 103 | Rio Rancho, NM 87124
Phone: 505-898-2558 http://www.nagelcpa.us/
10621 North Kendall Drive, Suite 219 | Miami, FL 33176
Chris Vallez, CPA, MBA, CICA Partner 800-288-0293
Phone: 800-288-0293 | Fax: 305-537-5678 http://www.nearman.com/
Since 1979, Nearman, Maynard, Vallez, CPAs has provided auditing and consulting services exclusively to credit unions. Our dedication to the industry has given us the unique ability to provide exceptional service at a reasonable price. Our services include certified audits, Supervisory Committee Guide audits, compliance reviews, internal audit and more.
12060 SW 129 Court, Suite 201 | Miami, FL 33186
Douglas Orth Managing Partner
Phone: (888) 676-3447 | Fax: (305) 232-8388 http://www.ocmcpa.com
91 Cumberland Parkway | Mechanicsburg, PA 17055
Kain Guerrini Partner (717) 763-1644
Phone: 7177909333 | Fax: 7177631646 http://www.pgacpas.com
100 NE Loop 410, Suite 1100 | San Antonio, TX 78216
Jenise Dounson CPA (210) 828-6281
Fax: 2108268606 http://www.padgett-cpa.com
150 Boush Street, Suite 400 | Norfolk, VA 23510
Harvey Johnson Partner (757) 627-4644
Phone: 7576274644 | Fax: 7576279444 https://www.pbmares.com/
2129 First Avenue North | Birmingham, AL 35203
Glenn Bridges (205) 323-5440
Phone: (205) 323-5440 | Fax: (205) 328-8523 http://www.pearcebevill.com
2601 Cambridge Ct. Suite 500 | Auburn Hills, MI 48326
Eric Formberg Director
http://www.plantemoran.com
8550 United Plaza Blvd., Suite 1001 | Baton Rouge, LA 70809
Bill Balhoff Managing Director (225) 922-4600
Phone: 2259224600 | Fax: 2259224611 http://www.pncpa.com
1301 K Street, NWSuite 800W | Washington, DC 20005
Lori Scott (971) 544-4000
Phone: 2403065650 http://www.pwc.com
2220 Sutherland Avenue | Knoxville, TN 37919
Mike Shamblin Managing Principal of Audit & Assurance Services
Phone: 800-270-9629 http://www.pyapc.com
Service Areas: Audit/CPA, Consulting, Strategic Planning
4823 Menlo Park Dr | Sugar Land, TX 77479
Rekha Mukadam CPA (310) 541-8978
Phone: 310-541-8978 | Fax: 310-265-1756
5100 Wheelis Dr. Suite 300 | Memphis, TN 38117
Paul Pennebaker CPA
Phone: 9016822431 | Fax: 9016835482 http://www.rbgcpa.com
21520 Yorba Linda Blvd Suite G-516 | Yorba Linda, CA 92887
Michael Richards Chief Executive Officer
http://richardscpas.com
138 Dodger Street | Beverly, MA
Robert Anderson President (978) 232-9300
Phone: 9782329300 | Fax: 9782329625 http://www.creditunionaudit.com
101 E. Chesapeake Ave | Baltimore, MD 21286
James Higbee Partner (443) 725-5395
Fax: 4105837061 http://www.rowles.com
Kevin J. Koval, CPA, CFP, ABV Senior Manager 505-883-2727
http://www.rpcllp.com
Service Areas: Audit/CPA, Consulting, Mergers
44 Montgomery St. Suite 3900 | San Francisco, CA 94104
Tasha Kostick Partner 415-848-5351
Phone: 8002743978 | Fax: 4158485353 http://rsmus.com
RSM is the fifth largest U.S. provider of assurance, tax, and consulting services, with 10,000 professionals and associates in nearly 90 offices to serve your business needs. With more than 85 years of experience serving over 1,200 financial institutions across the country, we develop solutions for today’s challenging economic environment. From accounting and tax to specialized consulting services, our industry specialists serve a wide variety of financial institutions.
900 N 12th Avenue | Pensacola 32501
Bill Massey Shareholder 800-477-7458
http://www.saltmarshcpa.com
Service Areas: Asset/Liability Management (ALM), Audit/CPA, Compliance
619 Enterprise Drive | Oak Brook , IL 60523
Sharon Gregor Vice President and Shareholder
Phone: 630-954-1400 | Fax: 630-954-1327 http://www.seldenfox.com
4501 Hills And Dales Road Nw | Canton, OH 44708
Doreen Smith Partner (330) 477-1075
Phone: 330-477-1075 | Fax: 330-477-6020 http://www.smithbarta.com
5011 Gate Parkway Building 100, Suite 300 | Jacksonville, FL 32256-0562
Patricia Neuendorf Partner (904) 396-5831
http://www.sdnllp.com
14323 S. Outer 40, Suite N205 | Chesterfield, MO 63017
Stephen Lang Owner (314) 205-8601
http://www.stephenlangcpa.com/
330 East Main St | Muncie, IN 47305
Michael G Whisler Partner 765-289-7951
Phone: 7652897951 | Fax: 7657470718 http://www.scsew.com
85-25 Aspen Place | New York, NY 11432
Ravee Shankar Director
Phone: 6312369730 | Fax: 8668133227 www.teralinksystems.com
10694-A Crestwood Drive | Manassas, VA 20109
Bill Astrab Manager
Phone: 703.385.8888 | Fax: 703.385.3940 http://www.tgccpa.com
100 North First Street | Burbank, CA 91502
Kian Moshirzadeh Partner 818-954-9700
Phone: 8189549700 | Fax: 8189558416 http://www.twhc.com
CPAs and consultants specializing in a full suite of services to credit unions and CUSOs since 1987. In addition to opinion, internal, pension and compliance audits, TWHC provides tax planning and compliance services for credit unions and CUSOs. TWHC leverages its in-depth knowledge of the credit union industry to provide robust reports that offer superior value.
2500 Acton Road | Birmingham, AL 35243
Jennifer Duren Regional Marketing Manager
Phone: (800) 759-7857 https://www.warrenaverett.com/
280 Trumbull Street, 24th Floor | Hartford, CT 06103-3509
Drew Andrews Partner (860) 524-4430
Fax: 8605244475 http://www.whcpa.com
10000 Innovation Dr. Suite 250 | Milkwaukee, WI 53226
JoAnn Cotter Partner (414) 431-9300
Phone: 4144319300 http://www.wipfli.com
75 Troy Road | East Greenbush, NY 12061
Matthew S. Lindemann, CFE, CPA Partner (518) 694-8006
Phone: 5184771102 | Fax: 5184771302 http://www.wojeskico.com
John J. Leonard CPA (617) 261-8126
Phone: 6174399700 | Fax: 6175420400 http://www.wolfandco.com
1210 13th St | Altoona, PA 16601
Phone: 8149446191 | Fax: 8149421018 http://www.yobco.com