Earnings Edge Accounting Services Free Check Up!


Online Only

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!


30 minutes

Consulting or Custom Training


Designed For

Credit Unions that want to get the most out of what’s available or to leverage their existing investments to do more!

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