San Diego-based tax and accounting firm, CWDL, joins the network with the explicit goal of helping TMC members increase profits and reduce hassle.
CWDL employs the world’s best CPAs and trains them specifically for Mortgage Banking. Whether a lender is seeking to maximize profitability and operational efficiencies, support in audit and assurance services, tax planning and preparation, or guidance on fraud investigations and forensic audits, CWDL has the professional team to assist and support these needs.
Going above and beyond, CWDL also offers a specifically trained team that offers back office accounting support to provide higher service levels at a fraction of the cost. The team is proficient with accounting software providers that include fellow TMC Preferred Partner, Loan Vision and QuickBooks and AMB. The team is also familiar with LOS software packages that include TMC Preferred Partner, LendingQB and Encompass as well as Calyx Point and Byte.
CWDL goes even further in their suite of services for their mortgage banking clients by offering their Mortgage Benchmark Dashboard that empowers decision makers to increase revenues and make informed decisions by the ability to compare key performance metrics versus their peers in the mortgage industry.
Contact:
CWDL offers TMC Members discounts on their products and services including:
CWDL employs the world’s best CPAs and trains them specifically for Mortgage Banking. Whether a lender is seeking to maximize profitability and operational efficiencies, support in audit and assurance services, tax planning and preparation, or guidance on fraud investigations and forensic audits, CWDL has the professional team to assist and support these needs.
Going above and beyond, CWDL also offers a specifically trained team that offers back office accounting support to provide higher service levels at a fraction of the cost. The team is proficient with accounting software providers that include fellow TMC Preferred Partner, Loan Vision and QuickBooks and AMB. The team is also familiar with LOS software packages that include TMC Preferred Partner, LendingQB and Encompass as well as Calyx Point and Byte.
CWDL goes even further in their suite of services for their mortgage banking clients by offering their Mortgage Benchmark Dashboard that empowers decision makers to increase revenues and make informed decisions by the ability to compare key performance metrics versus their peers in the mortgage industry.
Contact:
- Kasey English – Director of Business Development
CWDL offers TMC Members discounts on their products and services including:
- Tax Services
- Audit Preparations
- Consulting & Oversight Services
- Accounting Outsourcing Services