Credit Unions

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SERVING ALL

50

STATES

Look no further. We know credit unions.

A Leading Provider of Accounting Software for Credit Unions

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From one financial services firm to another, we understand the complex issues you face every day from reporting requirements and weighty regulations to cash flow management and financial reporting.

As the leading provider of accounting software for credit unions, BPW works with institutions like yours across the country to implement and provide support for both Acumatica Cloud ERP and Microsoft Dynamics GP.

Finance & Accounting Modernization & Efficiency Assessment

Before deciding on an accounting software solution, your credit union should start with an assessment and envision the process for integration. The Modernization & Efficiency Assessment is a deep dive discovery session to evaluate your current system and processes and to provide a road map for the future.

Watch how First Financial Credit Union benefited from the session to migrate from Microsoft Dynamics GP to Acumatica.

See what we can do for you.

Deep Industry Experience

Our team’s unique blend of accounting, computer, and business backgrounds offers a distinct exclusivity in professional expertise.

Our team of consultants offers the following services for credit unions:

  • Full implementation and training on our software solutions
  • Fixed fee engagements
  • Accountants who know your industry
  • Unlimited telephone support
  • Additional modules to add at any time
  • Solutions tailored for credit unions

Nationally recognized for our advanced knowledge in core financial solutions for financial institutions, we work with your existing core processor system to provide a complete set of financial tools that are easy to use and fully integrated. Through the seamless integration, you will experience greater accuracy through automated tasks, maximized personal productivity and improved reporting to enhance business performance.

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“We find BPW is a ‘trusted’ advisor—and we don’t use the term ‘trusted’ lightly—it is the reason we choose BPW and continue to recommend BPW to our industry.”

 

Debbie Humbles, CCUE
VP Accounting/Controller, Nusenda Credit Union

Primary Contact

Stephen J. Korosy

Manager

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Let me help you identify the best accounting software for your business.

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Industry Insights

Stay up to date with the latest tax & accounting news, BPW updates, and more.

Year-End Tax Planning for Individuals

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Year-End Tax Planning for Businesses

After a few years of relatively mild tax changes for most businesses, post-election results provide more clarity on the direction of future policy—with a confluence of expiring tax provisions, a new administration, and evolving economic ...
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Britton and Schmoller Recognized as Top Professional Service Leaders on Central Coast

Bartlett, Pringle & Wolf, LLP is pleased to announce that John Britton, CPA and Rosemary Schmoller, CPA have been named among the 2024 Who's Who in Professional Services by the Pacific Coast Business Times. John ...
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The Future of the SALT Cap: Ways You Can Prepare Now for Potential Scenarios

The state and local tax deduction limitation (SALT cap) has become a focal point of tax policy debate ahead of its scheduled sunset at the end of 2025. Lawmakers face a critical decision: Allow the ...
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Eileen Sheridan Named a 2024 Managing Partner Elite by Accounting Today

SANTA BARBARA, CA – Accounting Today magazine recently named Eileen Sheridan, CPA a 2024 MP Elite, an annual award recognizing top managing partners in the accounting industry. The report features profiles of some of the ...
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INSIDE Public Accounting Ranks BPW Among Top 300 Firms in US

SANTA BARBARA, CA – INSIDE Public Accounting (IPA) recently ranked Bartlett, Pringle & Wolf, LLP No. 300 on the IPA Top 500, an annual list of the top 500 CPA firms in the nation based on ...
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