CUSO Advisory Services

Collaborating efforts to form a credit union service organization (CUSO) provides credit unions the opportunity to capitalize on new avenues of revenue and growth, while opening the door to new services for members. However, with expanded service lines and new products, comes associated risks, new regulations and increased transactional complexity.

Dedicating itself to the credit union industry for more than 40 years, Doeren Mayhew’s credit union CPAs has the industry knowledge and expertise to help you build your CUSO from the ground up, avoid future road blocks and steer your organization towards a profitable future.

Assisting in the business plan creation, setting of strategic goals, auditing and much more of nearly 50 CUSOs across the nation, our professionals leverage their expertise to help service organizations focused on a wide range of member services, including:

• Mortgage services
• Commercial lending services
• Technology integration and servicing
• Insurance services
• Financial planning services
• Brokerage services
• Auto sales and repo services

CUSO Service Offerings

With a comprehensive understanding of CUSO’s structure and governance, Doeren Mayhew is positioned to help organizations minimize associated risks and maximize value through a diverse offering of services.

Start-Up Advisory

• Business plan development (3-5 year programs)
• Feasibility analysis and development
• Business model and ROI consulting

Risk Management and Tax Compliance Advisory

• Audit and assurance services
• CUSO tax planning

Strategic Advisory

• Strategic planning
• Capitalization strategies and design
• Business valuations and due diligence
• Financial projections and forecasting
• Operational performance and internal control design
• CUSO acquisition and development
• Peer benchmark comparisons

For assistance with your CUSO, contact our credit union CPAs today.