San Diego Regional Center

Helping California developmental disability service providers prepare for audits, strengthen financial controls, and maintain ongoing compliance with confidence.

Financial Focal — professional financial services

Our Global Mission

Financial Focal provides specialized financial services, business financing, and customized funding solutions for healthcare organizations, residential care facilities, and businesses across related industries.

"Preparation is always less expensive than remediation."

Before any engagement begins, we help organize and reconcile your financial records, identify missing documentation, and resolve inconsistencies whenever possible.

Specialized financial services, business financing, and customized funding solutions for healthcare organizations and care providers.

Fiscal Compliance Audits

Verify billings, documentation, and financial transactions accurately support reimbursement requests submitted to regional centers.

Operational Compliance Reviews

Evaluate staffing documentation, payroll records, consumer service records, and internal procedures for full regulatory compliance.

Financial Statement Audits

Independent audits, reviews, and working papers for organizations meeting California reporting thresholds.

Consumer Trust Fund Audits

Careful accountability reviews verifying deposit accuracy, disbursement documentation, and ledger reconciliation.

Vendor Compliance Reviews

Review vendor files for completeness and regulatory accuracy including agreements, Medi-Cal documentation, and service codes.

Financial Record Cleanup

Organize and strengthen your financial records before the formal audit begins, reducing findings significantly.

Business Financing

Working capital, equipment, and growth financing structured around the cash flow realities of care organizations.

Customized Funding Solutions

Tailored funding programs built around your expansion, acquisition, or facility improvement objectives.

Specialized Financial Services

Outsourced controller support, cash flow modeling, and financial advisory for growing organizations.

A Structured Review Designed for Accuracy

Every engagement follows a transparent methodology.

01

Initial Consultation

Engagement planning and initial assessment of your organization's needs.

02

Record Cleanup & Organization

Financial record cleanup and organization before fieldwork begins.

03

Documentation Request

Structured request for all required supporting documentation.

04

Fieldwork & Testing

Detailed review, verification, and testing of financial records.

05

Draft Findings

Presentation of draft findings for your review and response.

06

Provider Response Period

Your opportunity to respond to findings and provide additional context.

07

Final Report

Preparation of the comprehensive final audit report.

08

Agency Submission

Submission to appropriate agencies when required.

Healthcare, Residential Care & Related Industries

Financial Focal serves healthcare organizations, residential care facilities, and businesses across related industries, including California developmental disability service providers.

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  • Healthcare organizations
  • Residential care facilities
  • Businesses across related industries
  • Supported living providers
  • Day program providers
  • Independent living providers
  • Behavioral service providers
  • Transportation providers
  • Nonprofit organizations
  • Organizations preparing for vendorization

Whether you require an independent financial audit, an operational compliance review, business financing, or assistance organizing your records, Financial Focal is ready to help.

Request a Confidential Consultation