San Diego CPA Firm — Audit, Review & Financial Reporting

Serving San Diego County CPA — California CFE 12+ Years Experience

Lobel Accountancy Corporation serves privately held businesses throughout San Diego and San Diego County. As a California-licensed CPA firm, we provide audit, review, compilation, financial statement preparation, and fractional CFO services for companies across defense contracting, life sciences, technology, real estate, and professional services — industries well-represented in the San Diego market.

San Diego businesses working with LAC get Jeffrey Lobel, CPA, CFE on every engagement from first conversation to final deliverable. No junior associates, no senior partners who disappear after the pitch. The expertise you see in an initial conversation is the expertise running your engagement.

Accounting & CPA Services in San Diego

San Diego's business community is diverse — technology startups, biotech and life sciences companies, government contractors, real estate operators, and mid-market manufacturers. LAC's technical range covers the accounting needs that matter most across these sectors, with particular depth in complex entity structures, technical GAAP standards, and audit engagements.

Audit, Review & Compilation
Full-scope GAAS financial statement audits, review engagements for lender and investor requirements, and compilations for internal or third-party use. Multi-entity and consolidated engagements. First-time audits managed from pre-audit preparation through fieldwork completion and final report issuance.
Financial Statement Preparation
GAAP financial statements with complete footnote disclosures. Technical standard implementation — ASC 606 for technology and SaaS companies, ASC 842 lease accounting, CECL — handled by the same CPA who drafted the technical memo. Suitable for investor review, lender distribution, or audit support.
Fractional CFO & Controller
Part-time senior financial leadership for San Diego companies preparing for fundraising, navigating a first audit, or building out financial reporting infrastructure. Run by a CPA with both public accounting and corporate controller experience — the full stack, not just one side of it.
Fraud Examination
Independent fraud examinations for attorneys, businesses, and individuals — conducted by a Certified Fraud Examiner (CFE). LAC brings structured investigative methodology to suspected misconduct, financial statement irregularities, asset misappropriation, and litigation support engagements. Findings are documented to professional standards suitable for legal proceedings.
Inventory Count Observation
Specialist inventory count observation for CPA firms requiring an independent, qualified observer. LAC integrates directly into your audit workflow — handling pre-count planning review, physical observation, test counts, and workpaper documentation so your audit file is complete and defensible.
Audit Readiness & Internal Controls
Technical accounting memo drafting, complex standard adoption, and pre-audit preparation for San Diego businesses facing investor diligence or regulatory review. Control documentation and risk assessment frameworks built to hold up under external scrutiny.

Serving San Diego County

LAC works with businesses throughout San Diego County. The majority of audit and accounting engagements don't require constant on-site presence — work is coordinated remotely with structured deliverable timelines, and on-site visits are available across the county when needed for fieldwork or client meetings.

San Diego
Chula Vista
Carlsbad
Escondido
El Cajon
La Mesa
Santee
Oceanside
Vista
San Marcos
National City
Encinitas
Del Mar
La Jolla
Coronado
All of San Diego County

Senior-level work without the large-firm overhead

San Diego businesses often face a familiar choice when they need CPA services: a large regional firm that will staff the engagement with associates and manage it from a distance, or a small local CPA who lacks the technical depth for complex work. LAC is a deliberate alternative to both.

Technical depth that matches San Diego's market: San Diego is home to highly technical businesses — life sciences companies with complex revenue recognition, defense contractors with multi-contract structures, technology startups preparing for Series A diligence. Jeffrey's background covers the technical accounting standards these companies encounter: ASC 606, complex consolidations, securitization accounting, multi-entity audit engagements.

No staffing overhead: Large firms serving San Diego bring overhead — multiple billing rates, lengthy onboarding, and a staffing model that assigns your engagement to whoever is available. LAC's model is simpler: Jeffrey Lobel works directly on your engagement. That directness compresses timelines and eliminates the translation layer between partner and associate that creates errors and delays.

Systems capability: When the accounting problem is also an infrastructure problem — a manual consolidation process, a close cycle that takes too long, a reporting package built on a foundation of copy-paste — LAC can fix it. That technical capability is what separates an engagement that produces a deliverable from one that improves the business.

Looking for a San Diego CPA firm?

Start with a direct conversation. We'll tell you honestly whether we're a fit and what an engagement would involve.

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