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.
Processing
Daily, Monthly, End-of-Year, GLs, Payroll
Reporting
Federal, State, & Local; Custom Board Packet Production
Account Monitoring & Balancing
Entries, Postings, and Corrections
Personalized Support
On-Call Exception and GL Variance Research, Investment & Insurance Management, Live Auditor/Examiner Support
Get bookkeeping relief in 3 easy steps.
01
Schedule a Mutual Evaluation
We’ll learn about your credit union and bookkeeping challenges and tell you a little about how we can help.
02
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.
03
Go Live
Set. the. paperwork. down. And enjoy more face-to-face time serving your members well.
But don’t take our word for it …
I took over a credit union after the long-time CEO passed away unexpectedly. The financial records needed a lot of work, and I was referred to the team at CU Books. I was impressed with their plan for getting the Credit Union back on track. CU Books worked with us on all aspects, including state and national examiners. CU Books was a pleasure to work with, and I would recommend them to any credit union for a professional and reliable experience.
Heath F.
Troy, OH
TONY B.
Houston, TX
As a credit union going through a core conversion, CU Books has been an important part of our efforts to ensure a smooth transition. We were looking for a solution that would bring expertise and professionalism to our accounting department at an affordable cost, and CU Books offered just that. From the accounting leads to the president, everyone at CU Books has worked hard to make sure we get what we need.
Bud S.
Spring Valley, CA
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.