Specialty Service · Vendors of Inland Regional Center
Financial audits and review reports for service providers contracted with Inland Regional Center, performed under the right professional standards, on schedule, and packaged for submission to the regional center.
Annual Deadline
Vendor reports are due to the regional center within nine months of your fiscal year end. We typically engage 120 to 180 days before the deadline to leave time for fieldwork and review.
Which engagement do you need?
California sets three reporting tiers for regional center vendors. We'll confirm yours during the fit call.
Under $500K
No external review or audit required for cumulative receipts under $500,000. We can still help you tighten internal controls and prepare for growth past the threshold.
Optional Advisory$500,000 to under $2,000,000
A review report performed under SSARS, providing limited assurance on the financial statements. Submitted to the regional center with your supporting schedules.
Most Common Engagement$2,000,000 and above
A full audit performed under U.S. Generally Accepted Auditing Standards (GAAS), with detailed testwork, internal-control evaluation, and an audit opinion ready for submission.
Highest AssuranceHow we work
We confirm your reporting tier, fiscal year, and submission deadline, then issue a fixed-fee engagement letter, typically within 3 business days of the fit call.
You receive a prepared-by-client list keyed to your vendor agreements with IRC. Most items are sourced from your bookkeeping software and payroll provider.
Substantive testing, walkthroughs of cash receipts and disbursements, and review of UFS service codes against contracted rates. Same-day communication throughout.
Findings reviewed with you before issuance, no surprises. Adjusting entries documented and explained in plain English.
Signed report, financial statements, supporting schedules, and the transmittal letter, packaged for submission to the regional center.
Why vendors choose Jamison
We work exclusively with small-business and nonprofit vendors of the regional center system. Service codes, UFS rates, and regional center expectations are familiar territory.
Every engagement ships with the transmittal letter, supporting schedules, and submission checklist, not just the signed report. Your administrator can hand it off without rework.
Questions during fieldwork get answered the day you ask. No silence, no chasing. The firm-wide standard applies here, too.
Frequently asked
It's based on your cumulative receipts from the regional center for the fiscal year. Under $500K, neither is required. Between $500K and $2M, an independent review. $2M and above, a full independent audit. We confirm the tier during the fit call by looking at your YTD receipts and contracts.
A review provides limited assurance and is less extensive than an audit. An audit provides a higher level of assurance and includes more detailed testing, internal-control evaluation, and an audit opinion.
Vendor reports are generally due within nine months after your fiscal year end. We typically recommend starting 120 to 180 days before the deadline so there is enough time for fieldwork, review, and final submission packaging.
We provide a prepared-by-client request list after scoping the engagement. Typical items include financial statements, general ledger detail, bank statements, payroll reports, IRC agreements, service-code revenue support, and supporting schedules.
The audit and review process is separate from day-to-day bookkeeping. If cleanup or advisory help is needed before the engagement, we can identify that during scoping and recommend the right next step.