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

Business Advisory & Consulting

MAXIMIZE PROFITS & OPERATIONAL EFFICIENCY

At CWDL, we focus on our core areas of expertise to offer practical perspectives and services which enable you to improve the performance and effectiveness of your operations.

We have develop a propriatary Mortgage Banking Dashboard (Sample below) available to our mortgage banking clients:

We provide the following business and advisory service:

$

KPI Dashboard Design and Hosting

$

Forecasting and Monitoring

$

Profitability Maximization Consulting

$

Design and Implemenation of Best Practices

$

Training and management of accounting staff

$

Strategic Planning

$

Management Operating System

$

Outsourced Accounting Solutions from Bookkeeping to CFO Services

$

Mergers and acquisitions assistance

Governmental & Non-Profit Advisory Services that we provide include:

$

Associated Student Body (ASB) workshops

$

Internal control analyses

$

Federal and state compliance analyses

$

Cash flow analyses

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