CWDL

CWDL is excited to announce our newest partner, Steven Currie, CPA. Steven began his professional career in January of 2011 and joined CWDL in February 2017. His contributions to our Governmental audit practice have run the gamut from helping win and build relationships with clients, improving the quality of our audits and deliverables, spearheading industry-leading efforts to assist clients with guidance implementations, and developing a multitude of tools to enable clients and their boards to better understand their own financials. Steven is that rare professional who manages to uphold the highest and most stringent personal standards while maintaining a warm, patient and incredibly genuine disposition with everyone fortunate enough to work with him, whether client or colleague. His efforts have been instrumental in making us the firm that we are today. Steven received his Bachelor of Accountancy from San Diego State University. He resides in Alpine, California with his wife, Kimberly and their two children, Brynlee and Parker. When he’s not on the phone with clients and overseeing some of our largest and most complex engagements, Steven is passionate about DIY construction projects around his house and family camping trips. He has retired from mountain biking. Please join us in celebrating Steven on his remarkable accomplishment!

Just a few hours left until we close out 2024 and welcome in a new year, and we can’t help but feel overwhelmingly grateful and proud for everything we’ve experienced as a firm these past 12 months: continued growth and expansion, welcoming new team members, supporting and delivering for our incredible clients, providing growth opportunities for our people, cultivating strong industry relationships, and so much more. And of course, because we’re CWDL, we made sure to have plenty of fun throughout the journey! We hope you enjoy this video of some of our favorite moments of 2024. But most of all, look at the joy on all of these faces! From conferences to firm retreats, from holiday dinners to speaking engagements, and from personal successes to team celebrations, you can always count on CWDLers to do everything with heart, positivity, and a lot of belly laughs!! Thank you to everyone who helped to make our 2024 such a tremendous success. Here’s to a prosperous and healthy 2025!!

From our team to yours, wishing you all the peace and joy this season has to offer. Happy Holidays!

As the end of the year quickly approaches, our mortgage banking team here at CWDL has compiled important tax, audit, and financial statement updates for our friends in the industry. From how tax policy may be impacted by the president-elect, to preparing for your upcoming financial statement audit, our experts have identified key issues and changes that are important to you. Read our blog post here: https://lnkd.in/gHR4wGJA And should you have any questions regarding this information, please reach out to Kasey English to be connected to the right professional here at CWDL. #mortgagebanking #mortgagebankingcpas

Our team is packing their bags and catching flights to Phoenix for the start of the Mortgage Bankers Association’s Accounting and Financial Management conference tomorrow! This is one of our favorite conferences of the year – all about accounting and finance, our favorite subjects! If you’re heading to the conference, too, check out our CWDL speakers in the following sessions: Ask the Auditors (Single-Family Track) 10:15 am, Thursday, December 12 Dustin Pfluger, CPA Strategic Tax Optimization – Maximizing Benefits for Mortgage Bankers & Corporate Structures 11:30 am, Thursday, December 12 Mark Wilson, CPA Looking forward to seeing our accounting and finance friends in warm Phoenix, AZ! https://lnkd.in/ghWnrqRS #MBAAFM24

Last week, we held a great discussion with mortgage industry leaders on a critical topic for CFOs and controllers: how, what, and when to report to owners, warehouse banks, investors, and other key stakeholders of the company. Former industry CFOs Paul Hubbard, Trevor Reinhart, and Mark Wilson, CPA shared their practical experience and tips for success, and industry consultant Michael McAuley provided his insights on successful accounting department best practices. If you missed the live webinar, watch the recording here: https://lnkd.in/gYNkeXwg Interested in attending our future mortgage industry-specific webinars? Reach out to Kasey English to get added to the invitation list! 

Join us this Thursday for a discussion on what, when, and how the accounting department should report to key stakeholders of the company. Our panel includes former CFOs in the mortgage industry who will share their first-hand experiences and tips for effective and mutually beneficial communication. Register here: https://lnkd.in/gx-dyMj2

Join us for a collaborative discussion tailored to accounting and finance professionals in the mortgage industry. The Accounting Department’s Guide to Communicating with Key Stakeholders December 5, 2024 11:00 am – 12:00 pm PST Register here: https://lnkd.in/gx-dyMj2 Industry veterans Michael McAuley, Paul Hubbard, and Trevor Reinhart will explore the what, when, and how of communicating with owners, warehouse banks, investors, and other key stakeholders. The discussion will be moderated by Mark Wilson, CPA and will cover: • The current state of the industry from an accounting and finance perspective • Strategies for proactive reporting and communication • Tips for financial planning and forecasting • Real-world examples and lessons learned from our expert panelists This session is designed to provide accounting leaders and teams with actionable strategies to strengthen stakeholder relationships and improve financial reporting practices. We hope you’ll join us!

We're #hiring a new Manager in Greater Phoenix Area. Apply today or share this post with your network.

We're looking to add an Audit Manager to our Arizona Government team! Reach out if you or someone you know might be interested!