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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
205 North Detroit Street, Suite 200 | Denver, CO 80206
Kyle Kehoe EVP of Sales & Marketing 800-858-1598
Phone: 8008581598 https://www.armco.us/
Service Areas: Technology, Audit/CPA, Compliance
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/
P.O. Box 1926 | Columbus, MD 43215
Dana McCranie Chair 703-688-2284
http://www.acuia.org
Service Areas: Associations, Audit/CPA
274 Union Blvd, Ste. 320 | Lakewood, CO 80228
Alan Bergstrom VP, Marketing and Business Development (720) 677-3241
Phone: 7209457250 http://www.auxteam.com/
Service Areas: Audit/CPA, Compliance, Performance Benchmarking
Aux, established in 1992, is a Credit Union Service Organization (CUSO) owned by 55 credit unions, and serves nearly 200 participating clients. We provide a variety of progressive back-office solutions that drive credit union success, like accounting, compliance and data analytics. We are leaders in credit union innovation, cooperation and research. We do the hard work for you. We are Aux Team proud. For more information on Aux, please visit us at auxteam.com or contact us at (720) 945-7235.
1224 Main Street | Branford, CT 6405
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: 6508883520 https://carrollcpas.net/
Service Areas: Audit/CPA, Consulting, Contract/Vendor Management
205 De Anza Blvd. #13 | San Mateo, CA 94402
Hal Carroll President, CPA
Phone: 650-888-3520
1221 Wyoming Avenue | Forty Fort, PA 18704-4101
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
20 E. Thomas Rd., Ste. 2300 | Phoenix, AZ 85012
Bryan Mogensen Principal
Phone: (602) 604-3551 | 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. Filmore Suite 600 | Amarillo, TX 79101
Mike Connor Managing Partner 806-373-6661
Phone: 8063736661 | Fax: 8063721237 http://www.cmmscpa.com
4455 LBJ Freeway, Suite 1100 | 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
P.O. Box 7 | South Bend, IN 46601
Mark Taylor Partner 630-575-4335
Phone: 4133359741 https://www.crowe.com
1654 S King Street | Honolulu, HI 96826
Denise Yuh Principal Partner 888-432-8772
Phone: 8089427565 http://www.cupacific.com
13023 Tesson Ferry Road., Suite 201 | St. Louis, MO 63128
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, VA 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 W. Big Beaver Rd. Ste. 200 | Troy, MI 48084
Bob Parks (248) 244-3242
Phone: (248) 244-3049 | Fax: 2482736842 http://doeren.com
Service Areas: Board Education, Audit/CPA, Compliance
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 and cybersecurity, 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.
1000 1st Avenue South | Great Falls, MT 49401
Randal Boysun Managing Shareholder (406) 761-4645
http://www.dwcogf.com
5299 DTC Blvd., Ste. 1000 | Greenwood Village, CO 80111
Darrell Linle Partner (701) 255-8434
Phone: 7012558434 http://www.eidebailly.com
901 S 2nd St # 300 | 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
PMB 503, 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
https://www.gardinercpa.com
230 W. St. Ste. 700 | Columbus, OH 43215
Scott H. Runyan Director 614-947-5272
Phone: (614) 947-5291 http://gbq.com/
With over 250 associates and offices in Ohio and Indiana, 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.
175 West Jackson Boulevard 20th 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, MO 64111
Amy Roberts Manager, Strategic Relationships
http://www.hrblock.com
10940 Ne. 33rd Pl. 100 | Bellevue, WA 98004
Roger A. Jones, CPA Partner 4258891778
Phone: (425) 890-4932 http://www.hauserjonesandsas.com/
Service Areas: Audit/CPA, Compliance, Mergers
Hauser Jones & Sas was established to serve the audit, tax and regulatory compliance needs of credit unions. Service to community runs through our veins, and with that comes a deep sense of appreciation and responsibility to serve our clients with honesty, integrity, and accountability. For 35 years and counting, we have helped credit unions of all sizes to be successful while helping the people who manage and oversee credit unions to thrive in their positions. We currently serve more than 50 credit unions throughout Washington, Oregon, Idaho, Montana, Alaska, and Northern California. If you value industry expertise and a close, professional, working relationship with a proven team, then we are the audit, compliance, and consulting firm for you. Our audit and internal audit teams have extensive experience in serving credit unions in lending, deposit operations and in complex reporting and accounting issues. We recognize that expertise and experience alone are not enough to build a successful client-auditor relationship. There has to be trust and open communication. Our culture provides a competitive edge that allows us to build strong client relationships and attract the top professionals and knowledgeable workers to serve you better.
1015 N. 98th Street, Suite 200 | Omaha, NE 68114
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 Yale Suite 1200 | Tulsa, OK 74136
Richard Wright Audit Partner
http://www.hogantaylor.com
11272 S. Ridgeview Rd. | Olathe, KS 66061-0000
Jerry Tenbrink Owner
Phone: 9138946214 http://www.jtacucpa.com/
P.O. Box 86761 | Baton Rouge, LA 70817
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
22 Inverness Center Parkway, Suite 200 | Birmingham, AL 35242
Alan Babcock Vice President Strategic Partnerships 8505581102
Phone: 2059919710 | Fax: 2059912576 http://lscu.coop
Service Areas: Credit Card Processing, Website Design, Audit/CPA
LEVERAGE, the Service Corporation for the League of Southeastern Credit Unions, is the business services provider that leverages credit union system resources, relationships, and industry knowledge for optimal performance and sustained growth of its clients and business partners. We work to offer credit unions best-in-class products and services that result in reducing costs, maximizing results, and making the most difference.
P.O. Box 570 | Sunbury, OH 43074
Steve Lillie Partner 740-965-2294
Phone: (740) 965-2294 | Fax: 7409651891 http://www.lilliecpa.com
Lillie & Company was founded in 2003 to serve credit unions as an industry-specific audit firm. Our deep knowledge of the credit union industry and large network of credit union professionals augments your management team and expands your resources. We take a holistic view of your credit union and offer expert advice and consulting services to help your business thrive. In addition to our core services of annual and compliance auditing, we can assist you with mergers, field of membership expansions, defined benefits packages, ALM & AML model validations, balance sheet optimization, and much more. Contact us and we'll be happy to discuss your needs.
227 Water Street | Augusta, ME 04338
Mark Ayers (207) 831-8728
Phone: 2078318728 http://www.macpage.com
200 Galleria Parkway, Suite 1700 | Atlanta, GA 30339
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
1999 Broadway, Suite 4000 | Denver, CO 80202
Danielle Johns Marketing Specialist 303-294-7772
Phone: 303-294-7772 https://www.mossadams.com/cu
2240 Grande Blvd. SE, Suite 103 | Rio Rancho, NM 87124
Phone: 505-898-2558 http://www.nagelcpa.us/
10661 North Kendall Drive, Suite 201 | Miami, FL 33176
Chris Vallez, CPA, MBA Partner 800-288-0293
Phone: 800-288-0293 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
3425 Simpson Ferry Road | 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, NW Suite 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
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 1915
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
2700 San Pedro NE | Albuquerque, NM 87110
Kevin J. Koval, CPA, CFP, ABV Senior Manager 505-883-2727
http://www.rpcllp.com
Service Areas: Audit/CPA, Consulting, Mergers
30 S. Wacker Dr. | Chicago, IL 60606
Steven Marsden Partner 415-848-5326
Phone: 8002743978 | Fax: 4158485353 http://rsmus.com
RSM is the leading provider of assurance, tax, and consulting services focused on the middle market, with nearly 13,000 professionals and associates in 84 U.S. cities and five locations in Canada. With more than 95 years of experience serving over 900 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, using our deep understanding of the needs and aspirations of clients to help them succeed.
900 N 12th Avenue | Pensacola, FL 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
1777 S Harrison Street No. 1000 | Denver, CO 80210
Sheila Balzer Partner 303-759-2727
https://singerlewak.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 N. First St. Ste. 202 | Burbank, CA 91502
Kian Moshirzadeh Partner 818-954-9700
Phone: (818) 954-9700 | 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: 8007597857 www.warrenaverett.com
280 Trumbull Street, 24th Floor | Hartford, CT 06103-3509
Drew Andrews Partner (860) 524-4430
Fax: 8605244475 www.wadvising.com
10000 Innovation Dr. Suite 250 | Milwaukee, 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
99 High Street | Boston, MA 02110
John J. Leonard CPA (617) 261-8126
Phone: 6174399700 | Fax: 6175420400 http://www.wolfandco.com
1210 13th St | Altoona, PA 16603
Phone: 8149446191 | Fax: 8149421018 http://www.yobco.com