Our Team
Mortgage Banking CPAs team is comprised of mortgage banking accountants specifically trained for your industry. We are experienced accounting and finance professionals, including bookkeepers, accountants, controllers and CFOs.
We have back office support that can provide overnight back office accounting at a fraction of the cost. Plus, our team knows AMB, Loan Vision, QuickBooks and is familiar with the various LOS software packages including Encompass Lending QB and others. Our experienced team enables our clients to get higher levels of service at a lower cost than adding in-house, full time employees.
Accountants & Bookkeepers
Accountants execute the day-to-day accounting functions which could include loan level entry, branch accounting, accounts receivable and accounts payable, invoicing, bill entry, bank reconciliations, payroll entry, commissions, and a variety of other tasks.
Controllers
Controllers are the Accounting Leads. They collaborate with the CFO and business owner to oversee the execution of the financial plan, streamline the ongoing accounting process, and produce financial statements and Key Performance Indicators (KPIs) for review by the CFO and business owner.
CFOs
Accountants execute the day-to-day accounting functions which could include loan level entry, branch accounting, accounts receivable and accounts payable, invoicing, bill entry, bank reconciliations, payroll entry, commissions, and a variety of other tasks.
How We Fit Your Business
We are a comprehensive solution. Our team works on- or off-site to meet your needs, whether complementing your internal staff or serving as your entire finance and accounting department.
Our experienced professionals can complement the team you have in place, working alongside your staff to provide the support and expertise where your business needs it most.
Our experienced professionals can serve as your entire Finance and Accounting team on a part-time basis, providing all the support and expertise of an internal department for a fraction of the cost.
| Bookkeeper | Accountant | Controller | CFO | Mortgage Banking CPA Accounting Team | |
|---|---|---|---|---|---|
| Data Entry & Loan Level Accounting |  | | |
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| Manage A/R & A/P | | | |
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| Month End Closing | | | |
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| Financial Reporting | | | |
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| Key Performance Indicators (KPIs) | | | |
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| Industry Leading Business & Financial Analysis | | |