Bookkeeping & Financial Services

Bookkeeping and Financial Services

Bookkeeping and Accounting Services

An organized financial life is key to peace of mind. If you are struggling with keeping your bookkeeping up to date, Lucia & Co. can help! We can assist you through QuickBooks training (see our QuickBooks services page for more information) or by eliminating and/or supporting your in-house bookkeeping function. Sometimes, keeping the books just doesn’t fit into the time and other resources that small business owners have available. Consider outsourcing your bookkeeping to Lucia & Co. and feel the stress melt away.

Here are just a few of your options:

  • We take care of all your posting and reconciliations, and provide you with periodic reporting.
  • We assist you with only the areas you don’t have time for such as month-end reconciliations and other month-end procedures.
  • We support your bookkeeping to ensure all tasks are completed so that accurate management reporting can be provided.

The bottom line is that our support in this area frees you up to do what you do best!

Compiled, Reviewed and Audited Financial Statements

Lucia & Co. can provide periodic CPA prepared financial statements when needed. We will communicate directly with the requester of the financial statements to determine exactly what is needed. This helps to avoid unnecessary costs incurred in preparing financial statements that are more complex than what is needed.

We can help with financial statements needed for:

  • Financing
  • Bonding
  • Sale of Business
  • Internal Management Use


  • "Working with Lucia & Company has been really great and has really helped our company. Lori is wonderful and we are very thankful for her services! Thank you, guys!"

    - Mark L.
  • "I have used Lucia and company for over 15 years.  They are excellent."

    - Lonno G.
  • "Lauri and her team are very professional, and knowledgeable when it comes our accounting needs.  In addition, they go above and beyond for our business/personal tax services. "

    - Darren L.
  • "This team has been taking care of my needs both professionally and personally for 30 years. They are professional and competent. I strongly recommend them."

    - Adam H.
  • "If you need an accountant, help with quickbooks, or advice on setting up your books, this is the firm to go to.  Laurie and her staff are quick and thorough -- they go above and beyond the call of service."

    - Jacki E.

Office Directions

San Bernardino Office

1887 Business Center Dr. Suite #4A
San Bernardino, CA 92408

Riverside Office

(By Appointment Only)
3576 Arlington Ave #200
Riverside, CA 92506

(800) 614-0139

1887 Business Center Dr. Suite #4A, San Bernardino, CA 92408 (800) 381-4132
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