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What Can We Help You Juggle?

  • Prepare and review monthly depreciations including Fixed Assets, Prepaids, and Accruals.  Update the schedule as needed for new items purchased, sold, or fully paid out.

  • Propose standard, adjusting, & correcting journal entries with management approval.

  • Prepare and file the Quarterly Call Report.  The Credit Union will be responsible for the Call Report Profile. 

  • Prepare and submit ALM data.

  • Prepare annual budget.

  • As needed, we will act as a liaison for NCUA Examinations.

  • As needed, we will be the point of contact for the Credit Union Manager.

  • Other CFO services as requested

Needs-Based Pricing

One size does not fit all. Services are offered on a temporary or permanent basis. All needs and pricing are unique to the individual credit union and entirely customized to each engagement.

Why You Should Take Advantage Of Our Services

By utilizing Bright Balanced Solutions' services, your credit unions will have:

  • Access to much-needed expertise for Management

  • Protection against employee turnover and provides continuity

  • Access to cost-effective services

  • Fraud protection and detection

  • Established processes for remote services already in place

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