Close desktop login portal

Client Login

Select one of the portals below and login with your credentials

Technology Solutions

Richey May Technology Solutions provides the full spectrum of transformative solutions for your business.

Learn More

Business Advisory

Specializing in Mergers & Acquisitions, management reporting and operational improvements for you business.

Learn More

Technology Solutions

Richey May Technology Solutions provides the full spectrum of transformative solutions for your business.

Learn More

Business Advisory

Specializing in Mergers & Acquisitions, management reporting and operational improvements for you business.

Learn More

Contact Us

Richey May Headquarters
9605 S. Kingston Ct. Suite 200
Englewood, CO 80112
Directions
303-721-6232

Question or comments?  Click here to fill out our inquiry form.

Technology Solutions

 

Richey May Technology Solutions provides the full spectrum of transformative solutions for your business.

Learn More

Business Advisory

Specializing in Mergers & Acquisitions, management reporting and operational improvements for you business.

Learn More

Technology Solutions

 

Richey May Technology Solutions provides the full spectrum of transformative solutions for your business.

Learn More

Business Advisory

Specializing in Mergers & Acquisitions, management reporting and operational improvements for you business.

Learn More

Contact Us

Richey May Headquarters
9605 S. Kingston Ct. Suite 200
Englewood, CO 80112
Directions
303-721-6232

Question or comments?  Click here to fill out our inquiry form.

Mobile menu toggle
Back to menuBack to menu
Richey May Headquarters
9605 S. Kingston Ct. Suite 200
Englewood, CO 80112
Directions
303-721-6232
Business Advisory

We have the years of experience and the expertise to know what it takes to run a successful organization.

We’ve been working with successful privately-held businesses for over 25 years, and in that time, we’ve developed and integrated processes and methods seamlessly into our business.

We have the business advisory resources to assist you in meeting your goals and objectives.


Whether it involves management reporting, operational improvements, compliance-related projects, exit strategies or risk documentation.

We can identify areas that are negatively affecting your profitability, and develop practical solutions to help yield optimal results. We have the expertise, the training, and the familiarity with current trends necessary to make our services coveted in the industries we serve.

Mergers & Acquisitions:

We help mortgage companies on the buy and sell side of M&A with personalized services that include due diligence, buy-sell agreements, strategic planning, succession planning and valuations.

Client Accounting & Advisory Services

Our highly trained accountants and CPAs that delve into the client’s financials to find opportunities between the lines. Beyond accounting, we consult clients in real time as we handle tasks like bill pay, A/R and financials.

SOC Reporting

We help companies prep for and complete SOC Audits, including SOC 1, SOC 2, SOC 3 and SOC for cybersecurity. Our SOC Audit services are customized to vendors that service mortgage companies to minimize disruption and build value.

Governance, Risk, Compliance & Privacy

We take an enterprise approach to designing and implementing manageable solutions for our clients. Our team integrates controls within the IT services process, and consolidates control models for multiple compliance requirements by establishing objectives that mitigate risk in the day-to-day service processes of an IT organization.

Subservicer Oversight

We have developed a comprehensive subservicer oversight review program to assist lenders assist in their oversight responsibilities and bring clarity and actionable information to the process.

Richey May Select

Our intuitive, web-based benchmarking tool provides lenders with timely, precise, and relevant metrics on peer performance, allowing you to drive informed decision-making aimed at improving efficiencies, increasing margins and controlling costs.

XBRL Reporting

We assist foreign and domestic filers with their XBRL reporting processes, controls and compliance efforts in accordance with both US GAAP and IFRS reporting standards.

Articles

1

2

3

4

5

6

Oct 21, 2020

What is SOC for Supply Chain?


SOC for Supply Chain reports on the internal controls of an entity’s system for producing, manufacturing or distributing goods according to the AICPA’s...

Read Article

Oct 09, 2020

Webinar Materials: Data Governance vs. Data Privacy in the Year of a Pandemic


In October 2020, Richey May hosted a webinar discussing the impact that COVID-19 has had on data governance, the access management of data by remote...

Read Article

Oct 08, 2020

Preparing for RPA: How Can Mortgage Companies Get Started with Automation?


Robotic Process Automation (RPA) used to be something only large companies could afford. Companies outside of the top 50 or so could not afford the...

Read Article

Oct 05, 2020

Congratulations Ken Richey for being named a HousingWire Vanguard!


https://youtu.be/o5LmqTl7K6M Our founder Ken Richey was named to the HousingWire Vanguard 2020 list! Ken was recognized for his contributions to the...

Read Article

Sep 29, 2020

SOC for Cybersecurity


What is it? Service Organization Control or SOC for Cybersecurity is a voluntary framework launched by the AICPA to standardize the reporting on the...

Read Article

Sep 17, 2020

SOC 3 – Trust Services Criteria for General Use Report


What is a SOC 3? Service Organization Control 3 or SOC 3 is an audit framework just like SOC 2 conducted under AT standard 101 and focuses on the trust...

Read Article

Business Advisory Services back by Industry Veteran Support

Our team is staffed by mortgage industry experts. Our approach is designed to help you find efficiencies in the pursuit of compliance and assurance so these activities represent a value addition to your business.

Request more info

To speak to one of our professionals, fill out the form and we will be in contact shortly.