Pease Bell, CPAs
Cleveland-based regional CPA firm offering audit and assurance, tax advisory and client accounting, with niches in skilled nursing, multifamily housing and mortgage banking.
By industry
Accounting firms for mortgage banking
Mortgage lenders and servicers need audited statements that satisfy HUD/FHA, Ginnie Mae, Fannie Mae, Freddie Mac and state regulators, plus compliance testing such as the USAP or USAP-based servicing attestation. These deadlines and net worth and liquidity tests are specific to the industry.
Where to start: Pease Bell, CPAs lists mortgage banking among its core industries and serves it with audit and assurance, tax advisory and client accounting as a regional firm headquartered in Cleveland.
What to ask a firm about mortgage banking
- Do you audit FHA-approved lenders and Ginnie Mae, Fannie Mae or Freddie Mac seller/servicers?
- Do you perform the servicing attestation (USAP) our investors require?
- Which state regulators do your mortgage clients report to?
5 firms that list mortgage banking
| Firm | Size type | Headquarters | Audit | SOC 1 / SOC 2 | Tax | Client accounting | Industry niches listed |
|---|---|---|---|---|---|---|---|
| Pease Bell, CPAs | Regional | Cleveland, OH | Yes | Yes | Yes | Yes | Skilled nursing and long-term care, Multifamily and affordable housing, Mortgage banking, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate |
| Baker Tilly | National | Chicago, IL | Yes | Yes | Yes | Yes | Skilled nursing and long-term care, Multifamily and affordable housing, Mortgage banking, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
| BDO USA | National | Chicago, IL | Yes | Yes | Yes | Yes | Skilled nursing and long-term care, Multifamily and affordable housing, Mortgage banking, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
| CLA (CliftonLarsonAllen) | National | Virtual headquarters | Yes | Yes | Yes | Yes | Skilled nursing and long-term care, Multifamily and affordable housing, Mortgage banking, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
| Plante Moran | National | Southfield, MI | Yes | Not listed | Yes | Yes | Skilled nursing and long-term care, Multifamily and affordable housing, Mortgage banking, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
Baker Tilly
National firm offering audit, SOC reporting, tax and outsourced accounting, with industry practices including senior living, real estate and affordable housing, mortgage lenders, government and nonprofits.
BDO USA
National firm offering audit, third-party attestation including SOC reports, tax and outsourced accounting, with industry practices including real estate (residential and multifamily), long-term care, specialty finance and nonprofits.
CLA (CliftonLarsonAllen)
National firm with a virtual headquarters, offering audit, SOC examinations, tax, and client accounting and advisory, with industry practices including senior living and care, affordable housing, mortgage companies, nonprofits and government.
Plante Moran
National firm offering audit, tax and outsourced finance and accounting, with industry practices including senior care and living, affordable housing, mortgage banking, manufacturing and government.