Mortgage Industry Consulting

Mortgage consulting Largo CPAOur partners and consultants are experienced mortgage bankers including Tracy Jackson who was a CFO in the mortgage industry for 22 years.We step in to offer complete solutions to resolving problems or optimizing processes.

Treasury and Warehouse Line Procurement and Management

We have procured billions of dollars of warehouse financing for dozens of companies. We know who is lending and how to match lenders with borrowers. We can manage the application, due diligence and the closing process. We can transform your treasury operation to be controlled, documented and efficient.

Accounting and Financial Management

Our team knows all aspects of business accounting and financial management. We can step in to fill a temporary vacancy or fix a problem. We offer economic alternatives to hiring permanent staff by out sourcing financial functions to our firm.

Due Diligence and Implementation Support

We understand the urgency in a successful acquisition or implementation project. Our team is available with established programs to complete due diligence without bias. In both due diligence and implementation, we are trained to be comprehensive with the experience to identify and focus on the most significant issues.

Acquisition Analysis and Strategy

Jackson and Associates will guide you in the acquisition or sale of a company or division. We will identify acquisition partners, manage due diligence, develop a determination of value and negotiate transactions. We know both sides of the negotiation. We've done it before, we can do it for you. Experience counts when you need it.

Process Design and Improvement

Every new process has a financial goal and is value driven. Every implementation will meet that goal.