New for FY 2026-27 Under AB 143, your WIC §4652.5 audit now affects your 10% Quality Incentive rate. Read the guide →
CPA & Advisory · SF & Walnut Creek

CPA &
Accounting Services

Guidepost Inc. is a Certified Public Accounting firm serving mortgage professionals, regional center vendors, and growing businesses.

Comprehensive Financial Services

Our team of licensed Certified Public Accountants brings deep expertise in audit, tax, and advisory services.

Audit & Assurance

Independent audits, financial statement reviews, and compilations — GAAS and SSARS engagements led by licensed CPAs and built for regulatory scrutiny.

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Tax Services

Strategic tax planning and multi-state compliance for mortgage brokerages, regional center vendors, and nonprofits.

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Accounting & Bookkeeping

Professional bookkeeping, QuickBooks implementation, and financial reporting that keeps your books audit-ready year-round.

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Advisory & Consulting

Business formation, two-year exemption assistance, and our Audit + Tax Bundle — one integrated team, zero friction.

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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.

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Regional Center Vendors

Independent audits or financial reviews for vendors receiving Regional Center payments per WIC §4652.5.

Explore our RC practice

Small & Mid-Size Business

Professional bookkeeping and tax strategies for growing businesses of every size and stage.

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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

Download the 2026 Mortgage Compliance Roadmap.

Institutional lenders are facing a seismic shift in data privacy and AI governance. Our CPA-led guide provides the exact audit checklist you need.

Homebuyers Privacy Protection Act (Trigger Leads) Compliance
AI Underwriting Governance & Fair Lending Bias Testing
Medical Debt & Shadow Debt Underwriting Protocols
Get Your Free Roadmap

Latest from Our Team

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regcenter

AB 143 & the 10% QIP: Why a Missed Audit Now Costs You More

Under AB 143, your WIC §4652.5 audit compliance is now tied to your Quality Incentive rate for FY 2026-27.

Aug 29, 2026 · 8 min read Read
regcenter

The WIC §4652.5 Two-Year Exemption: What the Statute Actually Says

The exemption is widely misstated. Here's the correct test for reviews vs. audits — and why first-year vendors can't qualify.

Jun 12, 2026 · 6 min read Read
regcenter

What to Do When You Receive a Regional Center Compliance Letter

Step-by-step response guide for vendors who received a WIC §4652.5 noncompliance notice from their Regional Center.

May 12, 2026 · 6 min read Read

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