Lori A. Riccardi, CPA
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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.
We offer:
*Accounting
*Bookkeeping
*Payroll
*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.
Overview
Hired 19 times
License verified
6 years in business
Payment methods
Apple Pay, Cash, Credit card, Google Pay, PayPal, Stripe, Venmo, Zelle
Featured Projects
9 photos
Reviews
Customers rated this pro highly for professionalism, and responsiveness.
Excellent 4.9
14 reviews
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Read reviews that mention:
Natasha R.
Lori was excellent to work with, she went above and beyond for me. She was very prompt with answers to any questions I had and took care of everything for me. I would definitely recommend her for any accounting or tax needs.
Jul 3, 2016
Kelly S.
Ms. Riccardi is the best! I came to her because I own a small business and have been keeping the books myself since opening about 6 months ago. I wanted to make sure I was on top of everything. I was not. Ms. Riccardi helped me get my books cleaned up and did a superb job with my financial reporting needs and had excellent tax advice for me for 2015. I tend to have high standards when I am paying someone for something I think I can do myself, but Ms. Riccardi met each of my expectations. She is professional, accessible, and knows her field well. I thought I could save money by taking care of my companies accounting and tax needs myself, but after working with Ms. Riccardi, I will be using her services instead.
Apr 20, 2015
Shenell M.
Accounting
Lori was extremely professional and great to work with. She was very fast and knowledgable as well. Would highly recommend her!
Lori A. Riccardi, CPA's reply
Thank you Shenell. It was a pleasure!
Oct 11, 2015
·Verified
Ellen C.
Accounting
Lori is super responsive, and very professional. We are just starting to work with her, but already impressed.
Jul 14, 2017
·Verified
Diane G.
Accounting
Lori responded quickly, was very knowledgable and personable - highly tecommend!!
May 13, 2017
·Verified
Credentials
License
License Type: CPA – Certified Public Accountant (CA)
License verified on 1/16/2020