Succession Planning 2.0: Protecting Business Value Amidst Demographic Shifts
As the "Great Wealth Transfer" accelerates in 2026, traditional succession planning is no longer enough. Businesses must adapt to new valuation realities and a
Professional CPA & Advisory · SF & Walnut Creek
Professional CPA &
Accounting Services
Guidepost Inc. is a Certified Public Accounting firm serving mortgage professionals, regional center vendors, and growing businesses.
What We Offer
Comprehensive Financial Services
Our team of licensed Certified Public Accountants brings deep expertise in audit, tax, and advisory services.
Audit & Assurance
GAAS-compliant broker audits and SSARS financial statement reviews built for NMLS filings and warehouse lender approval.
Learn MoreTax Services
Strategic tax planning and multi-state compliance for mortgage brokerages, regional center vendors, and nonprofits.
Learn MoreAccounting & Bookkeeping
Professional bookkeeping, QuickBooks implementation, and financial reporting that keeps your books audit-ready year-round.
Learn MoreAdvisory & Consulting
Business formation, two-year exemption assistance, and our Audit + Tax Bundle — one integrated team, zero friction.
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Deep Specialization
Serving Three Key Industries
We don't generalize. Our team brings deep regulatory knowledge to the clients who need it most.
Mortgage & Lending
NMLS-licensed brokerages and institutional lenders. GAAS broker audits and secondary-market compliance.
ExploreRegional Center Vendors
Independent audits or financial reviews for vendors receiving Regional Center payments per WIC §4652.5.
ExploreSmall & Mid-Size Business
Professional bookkeeping and tax strategies for growing businesses of every size and stage.
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Our Difference
Why Leading Firms Choose Guidepost
Professional standards aren't reserved for the Fortune 500. Every engagement is led by licensed CPAs with the precision your situation demands.
Licensed CPAs on Every Engagement
Our team of licensed Certified Public Accountants brings deep expertise. You work directly with experienced professionals.
Bay Area Roots
Headquartered in San Francisco with offices in Walnut Creek, we serve clients across California and beyond.
GLBA-Compliant Data Handling
Client financial data is handled under strict GLBA safeguards. Encrypted in transit and never shared with AI tools.
AICPA Member
Licensed CPA Firm · CA
GAAS Compliant
GLBA Compliant
SSARS Compliant
Knowledge Hub
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Latest from Our Team
Fractional CFOs: The Strategic Edge for Mid-Market Firms in a Volatile 2026 Economy
In 2026, mid-market companies are bypassing the high cost of a full-time executive and turning to "Fractional CFOs" to navigate economic volatility and drive st
Crypto and Digital Assets: Mastering the 1099-DA Reporting Requirements
2026 is the year the IRS "cracks the code" on digital asset reporting. With the new Form 1099-DA now in full effect, taxpayers and brokers must navigate a compl