In October 2019, Services Center FCU engaged with the Earnings Edge team of CUSO partner CU*Answers for budgeting & back office consulting services to provide software training and policy guidance to their new CFO and accounting manager. The engagement provided the credit union with deeper insight into various budget and accounting software tools to help create efficiencies within the accounting dept.

April Tompkins, CEO of Services Center FCU, said: “I think this is an excellent service that CU*Answers provides. Accounting is one of those areas at a small credit union where a few people truly learn the ins and outs and with turnover a lot can be lost. It’s nice to bring in someone who truly knows the system and also understands the accounting perspective.”