The CPA Firm Built for Mortgage Companies
Audit-ready financials, tax preparation, bookkeeping, and licensing support for mortgage brokers, lenders, and servicers nationwide.
How We Serve You
Specialized solutions for mortgage companies at every stage
Broker & Lender Audit
GAAS-compliant audits and financial statement reviews for NMLS-licensed mortgage brokers and lenders.
Learn MoreBroker & Lender Reviews
Compiled and reviewed financial statements for NMLS renewal, state licensing, and warehouse lender approval.
Learn MoreLicensing Support
New licenses, renewals, multi-state expansion, and NMLS compliance management.
Learn MoreThe Mortgage Industry Challenge
Most CPA firms treat mortgage brokerages like any other small business. They don't understand the nuances of wholesale vs. retail operations, escrow account accounting, compensation structures, or the specific tax implications unique to mortgage lending.
The result? Rushed audits that miss critical issues, tax returns that don't optimize your structure, and compliance gaps that put your NMLS licenses at risk. You end up paying premium prices for generalist advice that doesn't fit your industry.
That's why we exist — we understand your business. We're not trying to fit you into a standard template. We're built specifically for brokers, lenders, and servicers nationwide.
States Covered
Years Experience
Avg Audit Turnaround
Why Mortgage Companies Choose Guidepost
Industry Specialist
Deep expertise in mortgage broker, lender, and servicer accounting. We understand NMLS requirements, escrow accounting, and regulatory compliance.
Premium Quality, Fair Price
Audit-ready financials and comprehensive tax strategies without the national firm price tag. Transparent pricing, no surprises.
Guaranteed Turnaround
Most audits completed in 3-6 weeks. Timelines may vary during busy season and for first-year engagements. We respect your timeline and deliver on our promises.
Year-Round Partner
Not just tax season advisors. We're available throughout the year for planning, compliance updates, and strategic guidance.
Frequently Asked Questions
Get answers to common questions about our services
Frequently Asked Questions
What makes Guidepost different from other CPA firms?
We specialize exclusively in the mortgage industry. Unlike generalist firms, we understand NMLS regulations, escrow accounting, wholesale vs. retail operations, and the unique tax implications of mortgage lending. We are experienced and provide faster audits, better compliance, and smarter tax strategies.
How long does a mortgage audit typically take?
Most audits are completed within 3-6 weeks of receiving complete documentation, depending on the complexity of your operations and whether this is a first-year engagement. First-year engagements require additional setup, inquiries, and documentation. Timelines may also vary during busy season (January–April).
Do you handle multi-state licensing and compliance?
Yes. We work with mortgage companies operating in multiple states and help navigate the compliance requirements for each jurisdiction. We manage NMLS license applications, renewals, and multi-state expansions, and ensure your operations meet state-specific accounting and reporting standards.
What services do you offer for mortgage licensing?
We provide comprehensive licensing support including initial license applications, renewals, multi-state expansion planning, NMLS compliance management, and regulatory updates. We ensure your company maintains proper documentation and meets all state and federal requirements.
How do you price your services?
Most attestation engagements fall between $7,000 and $28,000 depending on scope, complexity, and whether this is a first-year engagement. We quote fixed fees upfront after a free consultation. Pricing is influenced by first-year engagement status, completeness of records, and complexity of operations.
Can you help with strategic planning and growth?
Absolutely. Beyond compliance and audits, we work as a strategic partner. We provide guidance on expansion, tax optimization, operational efficiency, and long-term financial planning. Many of our clients consult with us on major business decisions.
Ready to Partner with a Mortgage Industry Specialist?
Let's discuss how Guidepost can streamline your accounting, licensing, and compliance needs.
Or reach out directly