CU Books

CU Books is #hiring a new [job title]! Apply today or share this post with your network.

CU Books Team Member Spotlight: Cathryn Vacca – Director of Sales & Customer Success Hobbies or Passions: My Christian faith, parenting, and crochet! Favorite TV show or movie: The Office Favorite Quote: I’m not superstitious, but I’m a little stitious. Time in the industry: 4 years What you love about working at CU Books: “There’s so much communication and transparency, despite working in a 100% remote environment. We host very regular team meetings where we hold one another accountable, share and solve challenges, and celebrate wins.” A piece of advice to any CU about backoffice/bookkeeping: “If you’re handling your own bookkeeping, document processes and update them regularly. When processes aren’t thorough, things can get missed all too easily. Especially when an employee is unexpectedly out of office. It’s very important that more than one person can complete the necessary tasks. Or, employ CU Books and we can take care of the documentation and built-in backup!”

What are the top 3 reasons clients hire CU Books? 1. Emergency response: When you unexpectedly lose an employee, you have to act fast to recruit, hire, and train the specialized talent needed to maintain your books. CU Books streamlines this process by giving you access our team of experienced CU accounting pros. We take the stress out of a challenging situation. 2. Team Expansion: When it’s time to strengthen or expand your accounting department, we’re just a phone call away. 3. Succession planning: When planning for the retirement, promotion, or reassignment of a long-time employee, thorough and organized knowledge transfer is vital. CU Books manages this process for you, ensuring all accounting tasks, processes, and responsibilities are documented and handed off seamlessly. Whatever situation you find yourself in, CU Books can help you continue serving your members well. Call today to find out more.

A little late posting this, but had a great time at the Cornerstone League ELEVATE conference in Houston last week! Some highlights: - Getting to know the team from CUES and all about the work they're doing to equip Credit Unions with organizational tools and training... and a lot more - Learning about the great training and documentation platform from ScreenConnect Software, LLC - Finally meeting Lisa Miller at CU Coach in person! - Having lunch with friends at the original Irma's - Getting to show off my (and Cathryn Vacca's) booth-setting-up skills (again) with Tyler & Maria with KellMoore & Associates, LLC. - not to mention all the great conversations we had - Completely nerding out and asking Becky Reed to sign my copy of her book 'Credit Unions and DeFi: A Financial Renaissance' - then getting to meet and visit with John Wingate at BankSocial And, last but not least: getting to recognize Mark Anderson, board member at WellSpring Credit Union as the honorary CU Books Bean Counter! Congrats Mark!

Lima, lentil, soy and pinto, Navy, northern and garbanzo, We love beans! Stop by our booth at the Cornerstone ELEVATE Conference this week in Houston and try your hand at bean counting to win some cash! #creditunions #elevate #cornerstoneleague #nocreditunionleftbehind #cubooks #wevegotyourbackoffice #beancounters #magicalfruit

CU Books Team Member Spotlight: Ann Trimm – Accounting Specialist Time in the industry: 30+ years   Hobbies: My dogs and grandkids   Favorite movie: Secondhand Lions   Favorite Quote: “The only time you should ever look back is to see how far you have come”   What you love about working at CU Books: Our team!   A piece of advice to any CU about backoffice/bookkeeping: Don’t treat your accounting like an afterthought. It needs to be a priority.

One of the Core Values central to the culture here at CU Books is 'Lagniappe', a French Creole word that means 'a little something extra'. For us, that means: - Greeting everyone with a smile (they're contagious!) - Ending each call by asking 'What else can I do for you today?' - Looking for small, unexpected ways to improve the lives of our customers and their members Not only do we think 'lagniappe' is the right way to go about business (and life), it pairs well with the Credit Union ethos - 'People Helping People'. What are some ways you or your organization show 'lagniappe' during the day? #creditunions #cubooks #peoplehelpingpeople #noculeftbehind

CU Books Team Member Spotlight: Tara Knowles - Service Operations Specialist Time in the industry: 18 years   Hobbies: Spending time with family & friends & my animals. I love crafting and playing with my chickens. Fun Fact: I am the neighborhood Crazy Chicken Lady – everyone calls me for advice on their chickens.   Favorite TV show: Reacher on Amazon Prime   Favorite Quote: With God ALL things are Possible!    What you love about working at CU Books: I love the teamwork and passion that we all have to help CU’s succeed! I am truly blessed to work with this amazing team!   A piece of advice to any CU about backoffice/bookkeeping: Do not let the daunting task of backoffice/bookkeeping work keep you from focusing on your members and your team. Let CU Books take that stress off your hands so that you and your team can focus on helping your members. CU Books helping Credit Unions helping Members! Teamwork!

CU Books is #hiring a new part-time ACH Specialist! Apply today or share this post with your network.

Did we just become best friends!? What a pleasure to finally meet Francella Garrett-Phillips, MBA, CHRM of SOUTHERN TEACHERS & PARENTS FEDERAL CREDIT UNION in person! Best day ever.