Riccio & Associates
- Company typePrivate
- Founded2015
- HeadquartersJefferson, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
Riccio & Associates firmographics
Firmographics- Name
- Riccio & Associates
- Legal name
- Riccio & Associates Inc.
- Website
- https://ricciocpas.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Riccio & Associates industry classification
Industry- Product category
- Accounting Services
- NAICS
- Offices of Certified Public Accountants (541211)
- akta.pro primary industry
- Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)
Keywords
Where Riccio & Associates is headquartered
LocationHeadquarters
- HQ city
- Jefferson
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Riccio & Associates business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Accounting and Tax Services: The firm generates revenue through professional accounting and tax preparation services provided to individuals and small businesses. Services include tax return preparation, bookkeeping, and financial statement preparation delivered on a professional services basis.
- QuickBooks Consulting and Training: Billable consulting engagements providing QuickBooks setup, optimization, and training services delivered by a Certified QuickBooks ProAdvisor to help clients effectively manage their accounting processes.
- Financial Planning and Advisory: Cash flow management, financial planning, and advisory services provided to help clients reach their financial goals while meeting current financial and tax reporting requirements.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
Riccio & Associates product offering
Product offeringCore offering
Riccio & Associates is a full-service accounting and tax firm offering tax preparation and planning, accounting and bookkeeping, QuickBooks consulting and training, cash flow management, computer consulting, and financial planning. The firm serves local small businesses and individual clients with personalized, CPA-led engagements from its Jefferson, Ohio office.
Product overview
Riccio & Associates is a full-service accounting and tax firm providing a range of financial services centered around tax preparation, accounting, and QuickBooks expertise. The core offering is tax preparation and accounting services, supported by specialized consulting services including QuickBooks consulting and training (provided by a Certified QuickBooks ProAdvisor), cash flow management, computer consulting, and financial planning. These services are tailored to local businesses and individuals, with a focus on personalized guidance.
Differentiator
Problem solved
Functional benefit
Products and services
- Tax Preparation and Planning Services Tax preparation and planning services for local small businesses and individual clients in northeastern Ohio, delivered by a licensed CPA to support compliance and tax optimization.
- Accounting and Bookkeeping Services Ongoing accounting and bookkeeping services for local small businesses and individuals, including general ledger maintenance and financial record-keeping.
- QuickBooks Consulting and Training QuickBooks consulting, setup, and training services delivered by a Certified QuickBooks ProAdvisor for small businesses adopting or optimizing QuickBooks.
- Cash Flow Management Cash flow management advisory service that helps small business clients monitor, forecast, and optimize their cash position.
- Computer Consulting Computer consulting services for small business clients, providing technology guidance related to accounting and office systems.
- Financial Planning Financial planning services covering retirement, investment, and related personal financial planning topics for individual and small business clients.
Companies that use Riccio & Associates
Customer profileSegments2 records
Ideal customer profiles2 records
Riccio & Associates technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Riccio & Associates partnerships and signals
Strategic signalScale indicators2 records
Recent moves4 records
Riccio & Associates competitors and assessment
Company assessmentRegional players
- Kreischer Miller: Mid-Atlantic regional CPA firm providing tax, audit, and advisory to closely-held businesses and individuals. Comparable regional competitor in the small-to-mid market CPA space.
- Clark Schaefer Hackett: Ohio and Midwest regional CPA and consulting firm. Provides similar tax, audit, and advisory services to SMBs across Ohio, competing for the same client base as Riccio.
- Rea & Associates: Ohio-based regional CPA and advisory firm providing tax, accounting, and business consulting. Direct regional peer to Riccio in Ohio, though operating at larger scale across multiple offices.
- GBQ Partners: Ohio-based CPA and advisory firm serving middle-market and small business clients with tax, audit, and consulting services. Regional competitor serving similar Ohio SMB market.
Broad incumbents
- H&R Block: National tax preparation and small business accounting chain offering retail tax services. Operates at vastly larger scale than Riccio but competes for the same individual tax and small business clients in Ohio.
- Jackson Hewitt Tax Services: National retail tax preparation franchise serving individual taxpayers with similar service offerings. Competes directly with Riccio for individual tax preparation clients in Ohio.
- Liberty Tax: National retail tax preparation chain serving individual taxpayers. Competes with Riccio for the same individual tax prep segment, particularly in Midwestern markets.
Emerging players
- Pilot: Tech-enabled bookkeeping, tax, and CFO services platform for small businesses. Targets the same SMB client base as Riccio with a scalable, software-led delivery model that pressures traditional CPA firm pricing.
Direct peers
- Anders CPA: Mid-size regional CPA and advisory firm providing tax, audit, and consulting to closely-held businesses and individuals. Comparable in service mix and target client profile to Riccio, though larger in scale.
- Padgett Business Services: Accounting, tax, and consulting franchise focused on small businesses, with a similar size and scope to Riccio & Associates. Both serve local SMBs with personalized tax, bookkeeping, and advisory services.
Market position
Strengths3 records
Weaknesses4 records
Competitive moat3 records
Key risks4 records
Key highlights5 records
Customer concentration
Riccio & Associates compliance and trust
Trust signalCompliance4 records
Riccio & Associates financial estimates
Financial estimateRevenue estimate
Valuation estimate
Riccio & Associates leadership team
Management profileNumber of profiles
Profiles1 record
Riccio & Associates funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Riccio & Associates M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Riccio & Associates
What does Riccio & Associates do?
Riccio & Associates is a full-service accounting and tax firm offering tax preparation and planning, accounting and bookkeeping, QuickBooks consulting and training, cash flow management, computer consulting, and financial planning. The firm serves local small businesses and individual clients with personalized, CPA-led engagements from its Jefferson, Ohio office.
Is Riccio & Associates a public or private company?
Riccio & Associates is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Riccio & Associates founded?
Riccio & Associates was founded in 2015. It employs 1 to 10 people.
Where is Riccio & Associates based?
Riccio & Associates is headquartered in Jefferson, United States, in the North America region.
How does Riccio & Associates make money?
Three revenue lines are on record. Accounting and Tax Services are the primary driver. The others are quickBooks Consulting and Training and financial Planning and Advisory.
Who are Riccio & Associates's main competitors?
Regional players on record are Kreischer Miller, Clark Schaefer Hackett, Rea & Associates and GBQ Partners. Broad incumbents are H&R Block, Jackson Hewitt Tax Services and Liberty Tax. Pilot is listed as an emerging player. Direct peers are Anders CPA and Padgett Business Services.
Does Riccio & Associates have an API?
No public API is recorded for Riccio & Associates.
What industry is Riccio & Associates in?
Riccio & Associates's product category is Accounting Services. Its primary akta.pro industry code is BPAHABAF, Financial Reporting & Technical Accounting Advisory (GAAP/IFRS). Its NAICS code is 541211.