Earnings Edge Accounting Services Free Check Up!

This engagement is for credit unions that may or may not be leveraging the most out of the Accounting/Back Office tools within CU*BASE! We will spend time discussing the process of posting journal entries, the CU*BASE Chart of Accounts options, Branch Accounting, CU*BASE Financial Statements, and best practices for daily balancing techniques. We will review with you each one of these strategies and why they should be important to you.

We’ll review:

• Are you maximizing your usage of templates when posting your journal entries?
• Are you producing your financial statements through CU*BASE? If not, why?
• Have you reviewed your Accounts Payable Workflow Controls?
• Have you reviewed your ACH Posting Controls?
• What are your daily processes for performing your daily balancing routines?
• We’ll make recommendations for products or perhaps engagements in this catalog that may be beneficial to you and why!