Whitinger & Company

FINANCIAL INSTITUTIONS

As one of Indiana’s leading accounting, tax, and advisory firms with offices in both Indianapolis and Muncie, Whitinger & Company has served as the accounting firm of choice for numerous banks and credit unions over the years. We earned their loyalty not by chance, but because of our dedication of offering a level of service above the accepted norm.

We were founded on the principle that people do business with people…people they know. That is why Whitinger & Company associates have provided personal service with the highest in professional standards. Very few of our competitors can match the expertise and depth of resources we have developed throughout the years.

SERVICES OFFERED

  • Supervisory Committee Audits
  • Certified Audits
  • Internal Control Assessments
  • BSA Compliance Audits
  • BSA Validation Testing
  • ACH Audits
  • SAFE ACT Audits
  • Merger Planning & Accounting
  • Tax Planning, Preparation, & Consulting
  • Accounting Consulting

About Whitinger & Company's Financial Services Group:

Our dedicated Financial Services Group has extensive experience in the financial services industry. Whether your organization is facing compliance issues or wants to improve internal performance, our Financial Services Group has the industry knowledge to be a great resource to your organization.

Click here to download the Financial Services Group Brochure
(520 KB)

Terry Brumley

Terry Brumley, CPA

Member/Owner, Financial Services Group Chair
tbrumley@whitinger.com
765-284-3384

With nearly forty years of experience, Terry is a trusted partner and advisor to financial institutions and various businesses, providing expert tax and accounting services. After earning his degree in Accounting from Ball State University, he joined the team at Whitinger & Company, where his passion for helping clients truly shines. Terry leads our Financial Services Group, which serves credit union clients throughout Indiana.

"Our team’s passion for delivering personalized solutions and support has made a real difference in the lives of our members at Lampco Credit Union. We enjoy working with the team at Whitinger because they share our commitment to personal service. Their friendly and approachable team creates an environment where we feel comfortable asking questions and seeking advice. It's reassuring to know that we have such experienced professionals by our side, genuinely invested in our success."

Migual Patterson

President & CEO,
Lampco Federal Credit Union

"Whitinger & Company has been a valuable partner of KEMBA Indianapolis Credit Union for the past five years. We find Terry Brumley and his team to be knowledgeable, responsive, and proficient. They provide us with tax preparation, GAP and accounting procedural direction, BSA auditing, biennial member verification and our supervisory committee engages them to perform our annual Agreed-Upon Procedures audit."

Brian Wilkerson

COO,
KEMBA Indianapolis Credit Union

"We have used Whitinger and Company for a number of years. They do a great job. Their employees are always professional and work very hard to cause minimal interruptions to our operations. More importantly, they are always willing to answer our accounting questions throughout the year."

Brett Rinker

President & CEO,
Thrive Credit Union

"I can confidently say that partnering with Whitinger & Company has been one of the best decisions we have made. Their team has been an invaluable resource for us, providing exceptional expertise on our supervisory committee audit reports, as well as our Bank Secrecy Act and ACH audits. What I appreciate most about Whitinger & Company is their commitment to understanding our unique needs. They don’t just deliver compliance reports; they take the time to explain the nuances and ensure that we truly grasp the implications of their findings. This kind of guidance not only helps us stay compliant but also strengthens our overall operations and enhances the experience of our members. Terry and his team always make themselves available for questions or to make suggestions on compliance or accounting issues.”

Jim Phelps

CEO,
Evansville Federal Credit Union