Industry Expertise

CWDL employs the world’s best CPAs and trains them specifically for Mortgage Banking

Financial Statement Audits

We perform annual audits for our mortgage banking clients. We provide clear expectations in the beginning of the process and communicate with you.

  • Engagements are always staffed by a Partner
  • Communications are clear and organized
  • Because we know your business, the process is painless

Tax Planning & Preparation

Tax planning and preparation team can help you achieve better control over tax accounting issues and increase your ability to focus on the more strategic aspects of your company.

  • Don’t pay $1 more in tax than required
  • We understand Mortgage Banking Industry tax issues so you can eliminate compliance problems
  • Tax treatment for MSR valuations, hedge and derivatives
  • Planning for M&A transactions

Entrepreneurial Services

With our firm, you get a full team of experienced and trained mortgage banking CPAs who can serve your Chief Financial Officer, Consultant, Controller, Accounting Manager and/or Staff Accountant.

  • Outsourced CFO Services
  • Accounting Department Evaluation and Management
  • Key Performance Indicators (KPIs) development, management and decision assistance
  • Strategic Relationship integration and industry insight
  • “Topgrading” hiring process for key executives and team members

Increase your revenues and make great decisions with our Mortgage Benchmark Dashboard

See how much additional revenue you’re missing….

The Mortgage Bank Benchmark Dashboard

Receive Benchmarked Data based on your peers (examples include: Avg. Revenue Per Loan vs. Direct Cost and Loans to Loan Officer)

Get access to powerful information  to better manage and track your effectiveness as a Mortgage Bank. Receive monthly reports.

Free Business Analysis & 5 Tips to using KPIs to managing business decisions.


We only do 10 a month, so claim your spot now!