Get a back-office dream team.
Nix the endless paperwork.
Build a better credit union.
Stop feeling overwhelmed.
Of course you can’t do it all. Accounting tasks require uninterrupted time and a taste for the tedious. When you’re serving your members and managing others, you have neither.
We have both. This means you won’t have to stress over …
always being behind.
hiring an experienced staff member to own the effort.
under-serving members because of constant paperwork demands.
overflowing back office needs.
managing the risk of losing experienced staff.
fear of being out of compliance or audited.
outgrowing your ability to keep up.
choosing to do the books yourself because you’re the only one who understands the big picture.
risking costly mistakes.
Don’t let bookkeeping drag you down all day or keep you up all night.
You have a credit union to run.
We care for you, so you can care for your members.
After a decade serving the credit union industry, we saw a common problem. Credit union execs felt so bogged down by their immense bookkeeping loads that they couldn’t take care of their members in the ways they wanted to.
We solve this problem for credit unions everyday, and can solve it for you too. We serve you, so you can serve others, making your credit union stronger.
We take care of your books so you can take care of your members.
Get paperwork 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.
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
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.