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Financials, Accounting & Lending

With our Audit & Consulting team at Cornerstone Resources, you gain the peace of mind that comes from knowing you're up to date and in compliance with changing regulatory rules. When you engage our expert auditors to conduct your audits, reviews, and other specialty assessment needs, you're free to focus on your biggest asset: your members.

Feel confident outsourcing with us. We can perform most of our services remotely because we deliver your information through our secure CU Driver portal. Be sure to schedule our auditors ahead of time, so we're there when you need us.

We are Ready to Help

We can help you stay compliant and manage risk.

Existing client? Contact us for assistance.

Firsthand experience into regulatory and compliance challenges

Cornerstone Resources provides a deep understanding that comes from having worked with credit unions for more than 50 years. We only focus on credit unions, which gives us firsthand experience into the regulatory and compliance challenges you face. Applying this experience and the knowledge from our highly trained staff, we can help you manage your credit union’s risk.

Why Choose Us?

various asset sizes

Service for credit unions of any asset size


Solutions other CPA firms can’t provide, such as consulting


Work paper delivery for a smoother examination process


secure portal

Secure portal for document delivery and storage



Supervisory Committee Annual Reviews (Financial Audit)
Internal Audit Program
Member Account Verification
BSA/CIP/OFAC Compliance Reviews
ACH Audit
ACH Risk Assessment

Commercial Lending Services

Our commercial lending services can help your member business lending operations in the following ways:

Annual Reviews
Commercial Loan Underwriting
Covenant Reviews
Impact Analysis
Loan Modifications
Policy Reviews
Portfolio Risk Analysis

Special Services

Our Special Services includes a wide variety of assistance developed to help credit unions with their unique needs and includes:

Training for staff or management