Do You Qualify For A Complimentary “Tax Review” or “Financial Statement Evaluation”? 

Mortgage Banking Industry Expertise

(Please review our Mortgage Banking Division Webpage for more information at www.mortgagebankingcpa.com)

At CWDL, we audit mortgage banks throughout the USA as well as provide profit maximizing consulting services. In addition, we serve as the accounting department for multiple clients.

We have developed close relationships with key regulators and industry experts to ensure we are delivering the best service to this unique industry. From secondary marking, warehouse lending to understanding and accounting for your hedged mandatory pipeline, we have the expertise to assist.

Our Managing Partner, Mark Wilson, CPA frequently runs round-tables for CEOs, CFOs and industry experts focused on the issues the industry faces. Each member of the mortgage banking CPA team has been trained from the client side and takes an entrepreneurial perspective in finding results.

Our “unfair competitive advantage”:

Services that we provide include:

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Financial Statement Audits

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Industry Specific Consulting Services

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Secondary Marketing Execution Analysis

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Mortgage Banking Accounting – Bookkeeping to CFO Services

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Loan Level Accounting

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Fair Value Accounting

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Hedge Accounting

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Reviews and Compilations

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Tax Planning and Preparation

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Outsourced Accounting Services (AMB, Loan Vision, QuickBooks and most accounting software)

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High Quality Trained Mortgage Banking Accountants Overseas

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KPI Dashboard Developed and Hosted

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Profit Maximization Consulting Services

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Scaling Up Consulting Services

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Branch Accounting

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