Stephen Bastardi, CPA, MBA, CGMA

Stephen Bastardi, CPA, MBA, CGMA

Partner

Location: Brea, CA

Stephen Bastardi has more than twenty-five years of experience working with clients from a variety of industries and backgrounds. He has developed specialization in support services for closely held businesses, manufacturing, institutions of higher education, employee benefit plans, and non-profit organizations. Stephen provides accounting, tax and consulting services to business clients as well as individual clients based on a wide range of knowledge and experience.

Areas of Specialty:

  • Government audits
    • OMB A-133 Single Audit
    • Student Financial Assistance (SFA) Compliance Audit
    • Governmental/Yellow Book Audit
  • Financial projections and budgeting
  • Internal control consulting
    • Implementation
    • Process Improvement
    • COSO Framework
  • Financial statements

Education:

California State University, Fullerton
Fullerton, CA
Bachelor of Arts, Business Administration
Accounting Emphasis

University of La Verne
La Verne, CA
Master of Business Administration

Other Professional Licenses and certifications:

  • Chartered Global Management Accountant (CGMA)
  • Registered Investment Advisor (RIA)
  • Series 7 and Series 66 Licenses (Securities Agent)

Professional Associations and Activities:

  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants

Blog Posts for Institutions of Higher Learning:

Beware of Untimely or Incorrect G5 Expenditures Reporting

Modified Audit Opinion? You’re Not Alone.

The Role of Entrance and Exit Counseling in Financial Literacy

Are You Filing Your NSLDS Rosters Timely?

Watch Out for Student Credit Balance Deficiencies

Pell Grant Calculations Can be Confusing

The Top 5 Verification Violations and What You Can Do About It

Return of Title IV Funds Made Late? You’re Not Alone

The Challenge of Calculating the Return of Title IV Funds

Institutions of Higher Learning: Have You Taken Care of Your Compliance Audit Findings?