Mandy Guerrero
Accountant/General Manager
Fax: (831) 637-6637
Mandy Guerrero has been the General Manager of Grace & Associates, CPAs since 1998. Mandy has over 10 years experience in audit, accounting, bookkeeping, payroll, payroll tax and sales tax return preparation.
Certifications and Licenses
• Notary Public
o State of California, Secretary of State
Education
• Bachelor of Science, Accounting
o San Jose State University
Recent Continuing Profession Education (partial list)
• California CPA Education Foundation
o A-133 in Non-profit and Governmental Audits
o Advanced Fraud Case Study
o Auditing Standards and Risk Assessment Update
• Sagepoint Financial/California Department of Insurance
o Anti-Money Laundering for Securities and Insurance Industries
o An Overview of Deferred Variable Annuities
• National Notary Association
o Notary Commission Renewal Course and Exam
Professional Affiliations
• California Society of Certified Public Accountants, CPA Candidate Member
• National Notary Association
Community Involvement
• Current:
o Leadership San Benito County, Treasurer
o Manzanita Park BMX, Treasurer
o AT&T Pebble Beach National Pro-Am, Volunteer
San Benito County Chamber of Commerce, Treasurer
• Past:
o Small Steps, Volunteer
Mandy Guerrero is not registered with SagePoint Financial, Inc.
Please call or e-mail Mandy if she may be of service to you.