Streamline Your Accounting Processes
From payroll to bookkeeping, tedious accounting tasks can drain time and resources. At Carrick, we simplify the complex. Our experts will take on your most demanding processes, saving you time while ensuring your operations stay efficient and audit-ready.
Accounting Solutions
With decades of accounting experience, we deliver the right level of support for your needs and budget — from individual services to fully outsourced accounting.
We maintain accurate subsidiary ledgers for a variety of accounts, including fixed assets, investments, prepaid accounts, and accrual accounts, ensuring your financial records are organized, up to date, and audit-ready.
Our team provides timely reconciliation of corporate and bank accounts, helping to safeguard your financial integrity, improve internal controls, and maintain consistency across all your financial records.
We prepare accurate, detailed financial statements, ensuring they reflect the true financial position of your organization. Our reports offer clarity and insight, supporting your decision-making with confidence.
We assist in completing the NCUA 5300 Call Report, ensuring your credit union meets all regulatory requirements and fully complies with industry standards and expectations.
Whether you need reconciliation catch-up, staff training, or help with specific accounting tasks, our team delivers flexible, expert-led support tailored to your one-time or ongoing needs.
We also offer Fundamentals of Credit Union Accounting — a customizable, two- to three-hour training session designed to strengthen your team’s understanding of core principles and practices.
Talk with Our Team
Have an accounting question? Need help with a complex process? Contact us to see how we can support your goals.
Let's Connect“The accounting services team is integral to our success. They save countless hours of work, providing timeliness, accuracy, and invaluable expertise—and auditors and examiners appreciate the separation of duties. Highly recommended, especially for small credit unions with limited staff.”