Introduction:
1. Obtain Accurate Insights Early
2. Reduce Stress During Tax Season
3. Streamlined NMLS Compliance
4. Improved Financial Strategy and Planning
5. Building Stronger Relationships with Auditors
Conclusion:
In conclusion, mortgage brokers should seriously consider the advantages of initiating their audits as of September 30. This early approach ensures compliance with NMLS requirements, alleviates stress, and enhances financial strategies. By prioritizing timely audits, brokers can position themselves for a successful year—ready to face challenges and leverage opportunities in the evolving mortgage landscape. If you’re interested in getting your financial statements audited, please contact us.

Mohamed founded Metwally CPA PLLC in 2020 in the Dallas-Fort Worth metropolitan area. He holds active CPA license in the state of Texas and California. Mohamed is the firm’s Executive Director. Mohamed has a Master of Science (M.S.) degree in Accounting from University of Dallas. He has extensive assurance experience in a wide variety of industries, and he also devotes considerable time consulting and working with organizations and CPA firms on internal controls, audit quality, automation, and accounting best practices. He has over 15 years of audit experience.
Prior to founding the firm, Mohamed worked for big 4 and national firms for over than 10 years in the assurance practice. Mohamed worked on private clients as well as public clients and specialized in financial services sector.
He is a member of the Texas CPA Practice Issues, Diversity and Inclusion, and Governmental Accounting and Single Audits Conference Committees of Texas Society of CPAs.
Mohamed is a member of the American Institute of Certified Public Accountants, member of the AICPA small business group, member of the American institute of Certified Management Accountants, and Texas Society of Certified Public Accountants.