Partners and Associates

Partners and Associates

A hybrid team of accountants, advisors, and consultants whose collective experience and diverse backgrounds ignite ideas, reconfigure approaches, and recommend strategies and innovative solutions for our clients.

Alison Herrick
South Portland

30 Long Creek Drive
South Portland, ME 04106-2437

Tel: 207.774.5701


Audit and Accounting

Areas of Focus

  • Coordination of external audits
  • Risk assessments
  • Fraud detection
  • Internal audit plan development
  • Audit/supervisory committee training
  • Loan reviews
  • Compliance with federal and state regulations


Financial Institutions


University of Southern Maine - Portland, Maine
  • Bachelor of science degree in business administration with a concentration in accounting

Alison J. Herrick, CPA


Alison Herrick provides external and internal audit services to credit unions and banks, including evaluating lending programs, auditing compliance, conducting internal control studies, and consulting on generally accepted accounting principles. She leads the credit union internal audit practice and specializes in developing audit plans and providing credit unions with regulatory compliance audits and internal audit outsourcing and co-sourcing. Alison regularly speaks at seminars throughout the Northeast on topics including the Bank Secrecy Act, supervisory committee training, and internal controls.


  • Certified Public Accountant

Professional Memberships and Activities

  • American Institute of Certified Public Accountants (AICPA) - Member
  • Association of Credit Union Internal Auditors (ACUIA) - Member