CBS Certified Public Accountants

At CBS Certified Public Accountants, LLC, we are a team of highly dedicated and experienced professionals and staff committed to serving the financial and consulting needs of our clients. With a combined 85 years of experience in the credit union industry, we have responded to the needs and concerns of credit union boards, management, and supervisory committees, as well as members and staff, with a strong commitment to asset-liability management, improving internal controls, and providing guidance.

Our Commitment to the Credit Union Industry

For the past 45 years, we have served the credit union industry, providing educational programs for its leaders, in addition to financial attest services, controller and back-office outsourcing, and a specialized ALM (Asset-Liability Management) user audit. We advocate asset-liability management, board governance, and financial understanding for our clients.

Why Choose Our Firm?

We have a combined 85 years of experience in the credit union industry, which allows us to develop an advisory relationship with board and management. We audit in your offices, not in ours, and we interact in person with the people behind the numbers. We offer educational programs for board and management, including board literacy, and we provide back-up support for accounting and reporting. We are well-grounded in ALM and provide reporting for Brick & Associates model. We have a 6th sense when it comes to auditing, with the emotional intelligence that goes hand in hand with the trained analytic skills. We are known for our management expertise and our focus on the people side of the credit union industry.

Our Special Clients

At CBS Certified Public Accountants, LLC, we believe that every credit union client is unique, and we work closely with each client on an individualized basis. We take the time to understand the specific needs and goals of each client, and we tailor our services to meet those needs. We believe that a relationship-based approach is essential in providing the highest level of service.

Our Firm

Our staff at CBS Certified Public Accountants, LLC, represents over 85 years of combined experience in the credit union industry. We have responded to the needs and concerns of credit union boards, management, and supervisory committees, as well as members and staff, with a strong commitment to asset-liability management, improving internal controls, and providing guidance.

Our Philosophy

Our philosophy is rooted in the idea that every credit union deserves to be better, and we strive to help our clients achieve their goals by providing expert guidance, support, and education. We believe that our clients are more than just financial institutions; they are community-based organizations that serve the needs of their members. We take the time to understand the unique needs and goals of each client and tailor our services to meet those needs.

Presentations and Training

As an added value for our credit unions, we conduct training sessions for boards of directors on a variety of subjects pertinent to credit union operations. Our staff presents these sessions, providing valuable insights and information to our clients.

Understanding of Relationships

Our audit firm is engaged by the supervisory committee with the approval of the board of directors to perform an audit of the financial reporting of the credit union. Our focus is on providing assurance to the credit union members that the credit union is financially sound.

Professional Liability Insurance

CBS is insured by Travelers for commercial general liability for $2 million.