integrative financial services logo

Welcome to Integrative Financial Services

We build connections between people and processes to deliver ultimate profits for credit unions.

integrative financial services logo reversed

How We Help

Navigating the intricate world of financial services can be a daunting task. Whether you're exploring GAAP accounting, financial planning or seeking specialized credit union accounting services, we’ve got you covered.
Servicing Clients Like You:

Our Service Pillars

Led by a founder who has experience as both a CEO and CFO of a credit union, we have a deep understanding of the challenges and opportunities that lie ahead in your financial journey. And, our hands-on approach brings a blend of Synergy, Strategy, and Success to your financial needs:

Merging traditional financial accounting with modern strategies for a cohesive growth path.

Diligent financial planning and strategic oversight, ensuring opportunities are always on the horizon.

Orchestrating financial milestones through meticulous budgeting, cost control and more.

Your Trusted Partner

Why Businesses and Financial Institutions Trust Integrative Financial Services

Many credit unions grapple with intricate financial functions, often feeling overwhelmed by the constantly evolving standards of compliance and the complexities of financial operations. In today’s fast-paced financial landscape, businesses require more than just operational efficiency; they need peace of mind.

At Integrative Financial Services, we provide just that. We offer expertise that bridges the gap between need and capability, so we ensure that your business won’t just function, but thrive. With us in your corner, you’ll gain an added layer of compliance assurance, rigorous due diligence and the invaluable peace of mind that your business’ financial operations are in expert hands.

team members in meeting at table

Years of experience


High-Demand Key Services

We offer many financial services to credit unions and supporting businesses of all sizes. Our foundational services, such as month-end accounting, set the stage for a holistic financial management approach, ensuring every dollar is accounted for and every strategy is profit-centric.

Here are just a few of the important, high-demand services and responsibilities we take on for our clients:

GAAP Accounting
Adhere to the gold standard of financial accounting, ensuring transparency, reliability and accuracy in your financial statements.
BOD Reports
We create tailored Board of Directors reports, providing insights and actionable data for informed decision-making.
We excel in strategic financial planning, enabling organizations to allocate resources effectively and achieve their goals.
Auditor Assistance
As your liaison, we are eager to facilitate seamless audits, ensuring a smooth, efficient and comprehensive review process.

People. Processes. Profits.

At Integrative Financial Services, we’re more than just your financial service provider. We’re your partner in success.

Client Feedback