Our Services
Professional CPA audit, tax, and advisory services. Every file is led by a licensed CPA principal.
Audit & Assurance
GAAS and SSARS-compliant engagements delivered by CPA principals — not junior staff. Every report is built for regulatory scrutiny and institutional review.
Financial Statement Review
SSARS-compliant review of financial statements for NMLS filings, warehouse lender approval packages, and regulatory submissions. An efficient alternative to a full audit when appropriate.
- SSARS-based review report
- Balance sheet & income statement review
- Filing-ready documentation package
- Management letter with findings
Financial Statement Audit (GAAS)
Full GAAS-compliant financial statement audit. Designed for licensing renewals, qualification requirements, and institutional scrutiny — delivered with professional precision and adherence to professional standards.
- Full GAAS audit report (unmodified opinion)
- Financial statements with footnotes
- Regulatory filing-ready package
- Internal control assessment
- Stakeholder submission support
Lender Audit
Independent financial statement audits for institutional lenders — built for secondary-market compliance, investor reporting, and regulatory examinations.
- GAAS audit report
- Secondary-market documentation
- Investor reporting package
- Regulatory examination support
Independent Audit for RC Vendors
WIC §4652.5-compliant independent audit for Regional Center vendors receiving payments for services. Delivers SARC-ready audit reports accepted by California's Department of Developmental Services.
- WIC §4652.5 compliant audit
- SARC-ready final report
- Financial statements with footnotes
- DDS submission guidance
Financial Review for RC Vendors
SSARS-based financial statement review for RC vendors who qualify under lower-threshold requirements. Satisfies Regional Center compliance obligations professionally and accurately.
- SSARS review report
- Financial statements reviewed
- WIC §4652.5 compliance letter
- SARC submission package
Review vs. Audit — Which do you need?
Understanding the difference saves time and money.
| Factor | Financial Statement Review SSARS | Full Audit GAAS |
|---|---|---|
| Assurance Level | Limited (Negative) Assurance | Reasonable (Positive) Assurance |
| Internal Controls Testing | Not required | Included |
| Satisfies NMLS Filing | Most states | All states |
| Warehouse Lender Acceptance | Some lenders | All lenders |
| Investor / Secondary Market | Not suitable | Required |
| WIC §4652.5 Compliance | Qualifies (lower threshold) | Qualifies (all thresholds) |
Not sure which level you need? Schedule a free consultation — we'll tell you in 15 minutes.
Tax Services
Strategic tax planning and multi-jurisdiction compliance — designed to minimize liability, eliminate surprises, and keep your firm ahead of regulatory changes.
Our tax practice serves mortgage brokerages, regional center vendors, and small businesses — not just one sector.
Tax Preparation & Compliance
Accurate and timely preparation of federal and state tax returns for businesses and their owners. We ensure full compliance with current tax laws while identifying appropriate deductions.
- Federal business return preparation
- State & local tax compliance
- K-1 preparation for owners
- Electronic filing & tracking
Multi-State Tax Compliance
Complex multi-state tax obligations for mortgage brokerages and businesses operating across state lines. We handle nexus analysis, apportionment, and filings in all required jurisdictions.
- Nexus study & jurisdiction analysis
- State return preparation & filing
- Apportionment formula review
- Annual compliance calendar
- State notice management
Nonprofit & Exempt Organization Returns
Form 990 preparation and tax compliance for nonprofit regional center vendors and 501(c)(3) organizations — ensuring exemption preservation and public disclosure compliance.
- Form 990 / 990-EZ preparation
- UBIT (unrelated business income) analysis
- State charitable filing compliance
- Exempt status maintenance guidance
Accounting & Bookkeeping
Professional bookkeeping and financial reporting that keeps your books audit-ready all year — not just at tax time.
Our bookkeeping clients typically reduce their audit preparation time by 60% because their records are maintained to audit standards from day one.
Professional Bookkeeping
Ongoing monthly bookkeeping managed by accounting professionals — categorized, reconciled, and ready for your CPA. No more scrambling at year-end.
- Monthly transaction categorization
- Bank & credit card reconciliation
- Monthly financial statement package
- Year-end audit-ready trial balance
QuickBooks Training & Implementation
Get your QuickBooks file set up properly from day one — or let us clean up and restructure an existing file. One-on-one training included so your team can maintain it confidently.
- New file setup & chart of accounts
- Existing file cleanup & restructure
- Custom reporting templates
- One-on-one staff training sessions
Financial Reporting
Custom monthly and quarterly financial reporting packages — income statements, balance sheets, cash flow statements, and KPI dashboards tailored to your business and stakeholders.
- Monthly P&L and balance sheet
- Cash flow analysis
- Custom KPI dashboard
- Quarterly management report
Advisory & Consulting
From business formation to our flagship Audit + Tax Premium Bundle — strategic engagements that go beyond compliance and move the needle on your business.
Interim CFO Services
High-level financial leadership without the full-time cost. We provide strategic guidance, cash flow management, and financial oversight during periods of growth or transition.
- Strategic financial planning
- Cash flow forecasting & management
- Board & investor reporting
- Accounting team oversight
Two-Year Exemption Assistance
Newly regulated Regional Center vendors may qualify for a two-year exemption from the full audit requirement under WIC §4652.5. We handle the application process professionally and efficiently.
- Eligibility assessment
- Exemption application preparation
- Regional Center submission support
- Two-year compliance monitoring
Audit + Tax Bundle
One team. Zero friction. Our integrated Audit + Tax engagement combines financial statement audit and strategic tax planning into a single coordinated workflow — eliminating redundant document requests and parallel timelines.
- Full GAAS-compliant audit
- Strategic tax planning (built into fieldwork)
- Single integrated data request
- One CPA team, one point of contact
- Efficient completion cycle
- Single integrated engagement
Audit + Tax Bundle vs. Traditional Approach
See why leading firms choose the integrated model.
| Factor | Traditional (Two Firms) | Guidepost Unified Bundle Recommended |
|---|---|---|
| Teams Involved | 2+ separate teams | 1 integrated CPA team |
| Data Requests | Multiple redundant requests | Single coordinated request |
| Tax Insight During Fieldwork | After the fact | Built into fieldwork |
| Risk of Information Gaps | High (handoff errors) | Eliminated |
| Client Time Investment | High (two onboardings) | Significantly lower |
The bundle is available to clients in all three industries we serve. Request a bundle quote →