Services to Credit Unions. Credit union managers face many of the same issues today that confront the giants of the banking industry - increased competition, consolidation, increasingly complex regulations, and consumer’s demands for increased services.

Grappling with these issues and more, the management of dozens of credit unions throughout Connecticut turn to the professionals of Weinstein & Anastasio’s Credit Union Team. From our team of specialists dedicated to the credit union industry, they receive a wide variety of accounting and financial services as well as consulting and business management services.

Services we provide to credit unions include:

• Financial statement opinion audits, including an informational management letter and peer benchmarking analysis
• Supervisory Committee agreed-upon procedures examinations
• Verification of accounts
• Accounting services and reconciliation assistance
• Open/closed account verifications
• Internal control reviews
• Allowance for Loan Loss Review and Validation
• Loan reviews
• Fraud investigation
• Supervisory Committee training
• Implementation of new accounting pronouncements and NCUA regulations
• Assistance with business plan development
• Merger and consolidation reviews
• Informational seminars targeting credit union products, such as IRAs

Weinstein & Anastasio, P.C.
Certified Public Accountants and Consultants
One Hamden Center
2319 Whitney Avenue, Suite 2A
Hamden, CT 06518
Tel 203.397.2525   Fax 203.397.3463