Spreadsheets have long been the backbone of accounting in credit unions. Flexible, familiar, and low cost, they have allowed finance teams to manage accounts, reconcile data, and produce reports without relying on complex IT systems.
Seven years, countless conversations, and one incredible community.
At the end of December, we typically give a general update to clients for year-end planning. The standard practice is to review realized gains, ordinary income, and determine if there is an option to defer income and accelerate deductions
Back in 2016, when Nolan and I began discussions concerning Royal United’s finance department, he had only been in his position as CFO for a few months, but he knew his team was ready for a change.
It’s no secret that most branch managers were (and may still be) high performing loan officers and because of this, the vast majority naturally tend to be hyper-focused on production goals when it comes to performance review time.
Gain unparalleled efficiency, compliance, and insights with Loan Vision. Begin your journey with us today.
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