Ewart & Associates, LLC

Certified Public Accountants

Our attention to detail and service to our clients gives us an edge over any competition
constantly search for new ways to improve the operations of our clients.
Financial Statement Auditing is the cornerstone of Ewart & Associates, LLC.

 

Professional, Experienced, Knowledgeable

Ewart & Associates, LLC offers credit unions top-quality auditing and consulting services. All of our clients are credit unions - we work ONLY in this industry. We have experience auditing credit unions and financial institutions for over 30 years. We serve credit union clients throughout the States of Florida and North Carolina, ranging from the smallest clients to over $500 million in assets.

 

Our attention to detail and service to our clients gives us an edge over any competition as we not only audit, but constantly search for new ways to improve the operations of our clients. Our strict focus on credit unions allows us unique insight and exposure to practices at all levels of the industry.

 

Financial Audits

The traditional Financial Statement Audit is the cornerstone of our practice. Our exclusive focus on the credit union industry provides us a unique level of knowledge of industry specific accounting procedures.

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ACH Compliance

Need to fulfill your obligations on the required ACH audit? We can help. Our staff is able to assist you with completing the work that NACHA requires.

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BSA Compliance

All financial institutions are required to have an annual compliance review performed on their Bank Secrecy Act/OFAC program. We can provide a comprehensive, independent review to ensure you are compliant with all regulatory requirements.

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INFOSEC Reviews

Credit Unions must have a formal program to evaluate and protect their member's financial information.

We have a CISSP (Certified Information Systems Security Professional) on staff who is also a CPA. Our program can be tailored to your individual needs, including penetration test assessments.

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SAFE Act Audits

The Secure and Fair Enforcement for Mortgage Licensing Act (SAFE Act) requires that credit unions subject to the Act’s requirements conduct an annual independent audit. Our team can provide a comprehensive, independent review to ensure you are compliant with all of the regulatory requirements.

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Additional Services

  • Interim and internal audits
  • Merger accounting
  • Fraud audits
  • Consumer loan & mortgage lending audits
  • Retirement Plan audits
  • FedLine Advantage audits
  • Forms 990 & 990-T Preparation
  • Speaking Engagements
  • Planning Session Facilitation
  • And more!

 

 

Whether you are looking for a new auditor or simply wondering if you are getting the most from your current firm, feel free to contact us to see how we can make a difference for you.