Get a back-office dream team.
Nix the endless paperwork.
Build a better credit union.
We’ve got your back (office).
From daily processing to monthly board reporting, to annual NCUA exam prep, strengthen your back office with a full range of bookkeeping services delivered by a team of experienced professionals.
Daily, Monthly, End-of-Year, GLs, Payroll
Federal, State, & Local; Custom Board Packet Production
Account Monitoring & Balancing
Entries, Postings, and Corrections
On-Call Exception and GL Variance Research, Investment & Insurance Management, Live Auditor/Examiner Support
Get bookkeeping relief in 3 easy steps.
Schedule a Mutual Evaluation
We’ll learn about your credit union and bookkeeping challenges and tell you a little about how we can help.
Review the Solution
We’ll guide you through your custom proposal to make sure it meets all your needs. We’ll then explain our onboarding process and set a date to get started.
Set. the. paperwork. down. And enjoy more face-to-face time serving your members well.
The CU Books difference.
Bookkeeping needs are necessary. That’s why CU Books offers reliable, niche booking services exclusively for credit unions.
Don’t trade face time with your members for screen time with your books.
Your books don’t need you when they have us.
You’ll gain time and resources to build a stronger and better credit union for your members.