Introduction: I own and operate an Accounting and Tax Practice with locations in the heart of Liberty Station and Downtown San Diego.
With over fifteen years experience, I am your go to Accounting and Tax CPA.
*Tax Planning and Preparation
Some perks of Lori A. Riccardi, CPA:
We offer a variety of bookkeeping services that can fit the needs of individuals and small businesses alike. All of our services are personalized to fit your individual needs, and we work hard to make sure that you can get all of your bookkeeping solutions at Lori A. Riccardi, CPA. Working in a virtual environment allows us to provide you the flexibility of an online service, as well as the stability and value of traditional bookkeeping services.
Your Choice Of Software: We offer all of our clients the option to choose between cloud-based bookkeeping software such as QuickBooks Online, Xero or FreshBooks OR desktop Quickbooks software installed on a secure server. This allows you to choose the software and services that make you feel the most comfortable and secure.
How To Send Us Documents: You have several options for sending us pertinent documents. You can scan or snap a photo and upload the files to us, or utilize Dropbox or Google Drive. You can also choose to allow us to login to your online banking account to access bank statements. Most banks offer bookkeeper logins with restricted access and permissions.
I enjoy helping people achieve their goals through proper financial planning.