Mandy Guerrero

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.