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