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Credit Union News


Finance Agents

Credit Union Services:

As a firm of Chartered Accountants with a depth of experience in Credit Union audits we are well positioned to provide help with your finance function. This involves, amongst other things:

  • Preparing monthly or quarterly management accounts
  • Preparation of grant applications
  • Preparation of business plans including financial projections
  • Completing all necessary quarterly and annual returns for the Financial Services Authority
  • Training book-keeping staff on entry and transactions and reconciliations
  • Payroll preparation

Credit Unions which are too small to employ a Finance Manager can benefit from a Finance Agency arrangement whereby existing staff deal with day to day transactions, and the Finance Agent assisting will take responsibility for higher level activities.
In addition, if a key member of your finance team is absent for a significant period we can second a member of our experienced Credit Union staff to keep your finance function running smoothly.
Interested ?

FURTHER INFORMATION

If you would like further information on our finance agency service please contact Steven Cunningham at sc@alexandersloan.co.uk who will be pleased to discuss your individual requirements.