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We Want You!
Find out why we’re not your typical bean counters. Apply for new positions below.
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Deena Atkins, CPA, Manager
Deena Atkins has more than 25 years of experience in public accounting, and is a superior manager and team member alike for Ricci & Company.
Client Focus
Deena has worked with Ricci & Company LLC for 19 years. Her specialties are complex tax issues with individuals, businesses, estates, and trusts. She also deals with tax authority problems.
Prior to joining Ricci & Company, Deena worked in the tax department of a large national accounting firm in Texas. Her management expertise
greatly enhances the quality of service for Ricci & Company clients.
Education, Professional Memberships & CPA Licenses
Deena is a member of the New Mexico Society of CPAs and the American Institute of CPAs. She graduated from New Mexico State University with a BBA.
Herman Chavez, CPA, Manager
With more than 13 years of experience to his
credit, Herman Chavez is an audit manager for
Ricci & Company. His responsibilities encompass planning and conducting audits for various construction, governmental, and not for profit entities.
Client Focus
Herman spends most of his time onsite at client offices, overseeing the day-to-day activities of audits. His government experience is extensive. He has worked with large and small cities, large and small counties, large and small state agencies, and special purpose governments, as well as the New Mexico State Auditor’s Office. He has also been the key contact for
various non-audit services.
Prior to the inception of Ricci & Company, Herman was a manager with Neff & Ricci, one of New Mexico’s most reputable accounting firms in the
governmental arena, which later turned into the Albuquerque office of the largest accounting firm headquartered on the west coast.
Education, Professional Memberships & CPA Licenses
Herman is a member of the American Institute of CPAs and the New Mexico Society of CPAs. He graduated with a BA from the University of San Diego.
John Grisham, CPA, Manager
John Grisham is a manager at Ricci & Company
with 8 years of experience. Innovative and extremely intelligent, he is willing to take time for the individual needs of each client, big or small, and find the best solution for each situation.
Client Focus
John is involved with many construction contractor clients, large corporate clients, and high wealth individuals. Prior to joining Ricci & Company, John was a senior in the Albuquerque office of Grant Thornton, a national accounting and consulting firm. During his time with Grant Thornton, he was involved in corporate tax and audit work for large corporate clients. Previously, John was a senior with Moss Adams, where he specialized in auto dealerships, financial institutions, and construction industry tax engagements.
Education, Professional Memberships & CPA Licenses
John is an active member of the New Mexico Society of CPAs and the American Institute of CPAs. He received his BBA from the University of New Mexico. Known for his high level of physical activity, he is proud
to have run several marathons, including the Boston Marathon.
Dave Kingsbury, CPA, Manager
With 19 years of experience in public accounting and
five years of experience as a controller in a closely-held
business, Dave Kingsbury is a versatile manager at
Ricci & Company, providing both Tax and Assurance services.
Client Focus
Dave's primary concentration is the construction industry, providing review and compilation services; business consulting; and taxation of individuals, corporations, and partnerships. Establishing a strong bond with clients, he assists in day-to-day business-related decisions and technical problems in various businesses.
Dave’s experience as a controller has provided valuable insight into daily
business operations, human resources and employee benefits. His dedication and commitment to Ricci & Company since 1997 has given
both new and established clients an opportunity to experience a higher level of service. His extensive knowledge of his clients’ operations is impressive, and clients and co-workers alike have come to rely on and appreciate Dave’s knowledge and abilities.
Education, Professional Memberships & CPA Licenses
Dave is a member of the American Institute of CPAs, New Mexico Society of CPAs, Associated General Contractors, and McGladrey Construction and Real Estate Network. Dave earned his BBA with honors in Accounting
from Eastern New Mexico University.
Shawn Mortensen, CPA, Manager
With more than 18 years of experience serving a vast array of companies and industries, Shawn Mortensen
is a director at Ricci & Company.
Client Focus
Shawn is responsible for planning and conducting audits for various construction, governmental, utility, and not-for-profit entities. He can often be found onsite, supervising staff for many of these projects.
Prior to joining Ricci & Company, Shawn served with several of the largest local CPA firms in the state, including four years as a senior audit manager. He also held the position of controller for a startup company, and served as a financial consultant. In this role, Shawn’s responsibilities encompassed day-to-day supervision of the general ledger, preparation of payroll tax reports, preparation of financial statements, and consulting on financial matters.
Education, Professional Memberships & CPA Licenses
Shawn is an active member of the American Institute of CPAs and New Mexico Society of CPAs. He has a degree in Accounting and Information Systems from Brigham Young University.
Donna C Peace, CPA, Principal
With 16 years of experience at national, regional, and local public accounting firms. Donna Peace serves as a principal at Ricci & Company.
Client Focus
Donna has been involved with managing both audits and tax projects throughout her career. At Ricci & Company, she oversees several large projects, specializing in not-for-profits and construction. The firm’s clients enjoy Donna’s exuberant personality and desire to gain extensive knowledge of their businesses.
Previously, Donna was a supervisor with McGladrey & Pullen, a national accounting and consulting firm in Washington State. She is a CPA in both New Mexico and Washington State.
Education, Professional Memberships & CPA Licenses
Donna is an active member of the American Institute of CPAs, New Mexico Society of CPAs, and the New Mexico Peer Review Committee. She is the former treasurer of the New Mexico Arts and Crafts Fair and was a member of the TVC Board in 2006. Donna earned her BBA from Texas A&M University.
The AICPA’s Women’s Initiatives Executive Committee partnered with several state CPA societies, along with Robert Half International, to honor outstanding women in the profession through the Woman to Watch awards. Donna received the 2008 Woman to Watch award for emerging leaders. These are women who are up-and-coming stars in their organizations.
Curt D McGill, CPA, Principal
With more than 30 years of experience serving clients
in a broad array of industries, Curt McGill is a principal
with Ricci & Company. He advises numerous closely-held business, partnerships, not-for-profit clients, and individuals on matters pertaining to tax, financial, estate, and retirement planning.
Client Focus
Curt specializes in planning for closely-held businesses, corporations, S-corporations, partnerships, and estates. He serves as a tax partner for more than 50 partnership and S-corporation clients and advises several family groups regarding tax and estate issues. Curt is experienced in a wide variety of industries, including construction, real estate, high tech start up, restaurant and hospitality.
Prior to joining Ricci & Company, Curt amassed a broad range of experiences. He worked for a Big 4 firm and also served at a local Albuquerque firm. He also owned his own accounting firm, and has served as chief financial officer and corporate controller in the distribution and construction industries.
Education, Professional Memberships & CPA Licenses
Curt is a member of the New Mexico Society of CPAs and the American Institute of CPAs. He graduated from the University of New Mexico in 1980 with a BBA with a concentration in accountancy, and is an avid Lobos fan.
Eugene W Casanova, CPA, Principal
With more than 35 years of experience in public accounting, Eugene Casanova (Geno) is the principal of our Tax Department.
Client Focus
His experience includes a wide range of industries: government contracting, construction, real estate, high tech start-up, wholesale distribution, mergers, acquisitions, sales of companies, debt restructuring, representations of clients with the IRS, pass through entity formation
and tax planning, and tax planning for closely-held businesses. He has also shared his expertise as a technical instructor and speaker for numerous public tax seminars.
Prior to joining Ricci & Company, Geno spent 16 years with the Big 4 accounting firms. Geno was a member of the National Construction Industry Committee for Arthur Andersen & Co. He also served as partner-in-charge for the Albuquerque tax practice of Ernst & Young. Later, Geno worked for a large local accounting practice, where he was in charge of their tax department.
Education, Professional Memberships & CPA Licenses
Geno is a current member of the Albuquerque Del Norte Rotary Club, where he has served as treasurer and on the board of directors. He has also been very active in the community on the Boards of Casa Esperanza, Christina Kent Day Nursery and Del Norte Rotary Foundation. Geno is a member of the New Mexico Society of CPAs and the American Institute of CPAs. He graduated with a BBA from the University of Wisconsin – Whitewater.
Sandra K Ricci, CPA, Principal
With more than 25 years of experience serving clients in a broad array of industries, Sandra Ricci (Sandy) serves as a principal in the firm. She advises numerous businesses, partnerships, not for profit clients, governments and individuals on matters pertaining to tax, financial, estate, and retirement planning.
Client Focus
Sandy's practice specialties include audits, reviews, compilations,
and other attest services for industries including government services contracting, construction contracting, homebuilding, high tech, real estate development, not-for-profit, manufacturing, governments, retirement plans, and distribution. She has experience in business and individual strategic planning, capital financing, mergers, acquisitions, dispositions of businesses or divisions, and a variety of tax and accounting issues involving closely-held businesses and individuals.
Education, Professional Memberships & CPA Licenses
An active member of the New Mexico Society of CPAs, Sandy is a former director of the organization. She is the chairperson for the New Mexico Peer Review Committee, which administers peer reviews for New Mexico CPA firms. Sandy is also an active member of the American Institute of CPAs and the New Mexico Society of CPAs. In the past, she served as president of Women Entrepreneurs.
Sandy has authored numerous articles for professional publications. She has served as an instructor to other CPAs on a national basis, and has presented workshops and speeches to various local organizations on a variety of tax and accounting topics.
Sandy was voted the 2005 “Outstanding Member in Public Practice” by the New Mexico CPA membership. This peer-bestowed honor recognizes service and dedication as a CPA in public practice.
Sandy earned the "Certificate of Educational Achievement in Business Valuations," and obtained her accounting degree from the University of South Florida.
James W Ricci, CPA, Managing Principal
With more than 25 years of public accounting experience in a wide spectrum of industries, James Ricci (Jamie) serves as managing principal of Ricci & Company.
Client Focus
Jamie's practice specialties include commercial construction contractors, homebuilding, manufacturing, taxation of individuals, corporations and partnerships. He also provides business consulting and strategic planning services to a vast array of clients. Previously, he served as partner-in-charge of the New Mexico office for Clifton, Gunderson & Co., a large regional accounting firm.
Education, Professional Memberships & CPA Licenses
Jamie is a member of the American Institute of CPAs, the New Mexico Society of CPAs, and is a past member of the New Mexico Society of CPAs Federal Taxation Committee. He has served on numerous boards of directors, and has also been a seminar leader in the areas of tax planning and preparation. His currently Past President of the La Tierra Sangre Society Board of Directors, a fundraising arm of the University of New Mexico School of Medicine.
Jamie holds degrees from both New Mexico State University and the University of South Florida.
We would like to welcome our newest member of the Audit Department, Josie Jaramillo. Josie worked at a national firm before joining Ricci & Company. She is a graduate of the University of New Mexico's Anderson School of Business where she received her Bachelor of Business & Management and majored in Accounting.
When first-hand knowledge of a client's daily business operations will aid in the effectiveness of an engagement, we take the time to make "house calls". It’s just one of many ways we go above and beyond to assure optimum results – and a unique service that sets us apart from our competitors.
Onsite consulting services include:
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Assurance
Increased complexity and government regulations make success a lofty challenge for today’s business owners and operators. Following an intensive investigation, our experts will prepare financial statements with the highest level of quality.
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Technical
A dizzying array of accounting and financial software packages are available in today’s marketplace. Our firm is very knowledgeable about the many choices you face and can help you decide upon the ideal software package for your needs. In addition to a dedicated IT expert, Ricci & Company enlists world-class offsite technical support as needed to assist our clients with technology concerns.
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Accounting Services Support
Our accounting services support staff is available to work with you at your place of business. Preparing reports, relaying information between our office and yours, updating you on any issues that may affect your business, and helping train you and your staff are all a part of the process.
Many of our clients do not see us as auditors or accountants,
but as consultants or even business partners.
Our rich experience in various industries gives us continuous exposure to client issues and problems, giving us a greater understanding of possible solutions and alternatives. As part of what sets us apart from other CPA firms, we can offer solutions not only for your financial statement needs, but for your management and consulting needs as well:
Retirement Planning
We can assess your personal retirement needs and goals to ensure you can retire with adequate financial resources.
Succession Planning
One of the most important questions a business owner can ask is, "How am I going to get out?" Because of our focus on closely held companies in many industries, we have substantial experience in developing exit strategies. Our experience includes employee purchases, ESOP creation and unwinding, and offers from publicly traded companies. We will help you realize your desires for your company’s future, while helping you create and retain value in your exit strategy.
We see accountants as far more than "number-crunchers".
Our experienced staff operates as a team to provide personalized service to fit your business and personal financial needs.
Our CPAs develop an in-depth knowledge of each client's business, so that we
can help strengthen its operations and support sustained growth. This also enables us to anticipate issues instead of reacting to negative results. Services provided by our accounting department include preparing books and records; analyzing financial statements; consulting on accounting policies, internal controls, budgeting, and
cash management systems; and IT consulting for accounting software.
Many of our clients have grown over time and have developed the capability to perform functions previously provided as part of our services. We look with pride upon our long-term client relationships, and our ability to help these businesses attain a level of self-sufficiency.
Our affiliation with the RSM McGladrey Firm Network offers us access to the
best resources available, assuring that all decisions are made with the most
up-to-date information.
Most people think of "tax season" as a limited period of time each year with a definite beginning and end. In reality, keeping up with new tax laws and industry-specific updates for every client we serve is a year-round job.
We pride ourselves on knowing and understanding each client’s specific needs. Utilizing the outstanding resources available through our affiliation with the RSM McGladrey Network, we can provide you with the most current and best tax advice available. Specialty areas include, but are not limited to, estate planning, income
tax planning, state and local tax planning, and transaction planning.
No two businesses – or business years – are alike. That’s why we approach each engagement with a fresh perspective, never simply repeating what was done last time around.
Our model for success dictates that experienced professionals work directly
on your engagement – which means your project will never be a training ground for
green recruits. We use a risk-based approach that allows us to utilize the experience of our experts in your specific industry, assuring that your audit meets all
professional requirements.
Ricci & Company LLC is a Certified Public Accounting firm offering a refreshing approach and a proven track record to businesses and individuals seeking financial services.
Located in the Uptown area of Albuquerque, our company is home to 30 proud employees. We consider this the perfect size for servicing our clients – large enough to provide a breadth of experience, yet small enough for close personal attention. Our seasoned roster of principals, directors, and managers have practiced in New Mexico for years, assuring our local clients a firm grasp of local policies.
Ricci & Company is New Mexico’s only member of the RSM McGladrey Independently Owned Firm Network – the fifth largest firm in the world. This distinction makes us a leader across the region for assistance with national or international business matters. As a member of this elite network, we utilize the most advanced technologies to provide our clients with the best results. Our affiliation also assures us access to up-to-the minute training and other valuable employee resources – which means optimum service and results for you.
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We want to hear from you!
Has our site piqued your interest? We encourage you to contact us with any questions or inquiries about our firm and its services:
Being an accountant – or even working with accountants – doesn’t have to be as dull as the stereotypes might dictate. At Ricci & Company, we aim to create a work environment that is innovative, productive, comfortable, and, last but not least, fun.
Affiliation with the RSM McGladrey Network gives our employees access to award-winning training and resources. Our mentorship program assures a support network for our associates – our principals, directors, and managers are always available to answer questions. In short, we offer the kinds of experiences and opportunities needed to attain your professional goals.
For more information about opportunities with Ricci & Company, please send an email to or call 505.338.0800.
The extensive experience of our team allows Ricci & Company to offer comprehensive services for a variety of businesses. In fact, our firm features seasoned experts in each of our specialty areas. Additionally, our national affiliation with the RSM McGladrey Network allows us to stay on top of all new standards and requirements, so you can rest assured that your project is being executed with accuracy. Last but not least, our open door approach means that our professionals are always available to answer your questions.
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Real Estate
The real estate industry can be exciting and rewarding – and at the same time, riddled with risks and challenges. Success in real estate requires long-term strategic planning and cost-effective management of day-to-day business operations. We focus on ensuring that your business has a solid tax, budget, and financial plan for long-term profitability, ensuring smooth and efficient operations.
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Construction
The construction industry requires specialized accounting methods in order to present a favorable financial position to lenders and potential clients, and to assure that financial statements conform to generally accepted accounting principles. Of note, we have developed financial reporting standards for contractors that have become a measuring stick in the industry. Ricci & Company also offers many services preferred by bonding agents and surety companies.
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Not-for-Profit
Non-profits have numerous special accounting and disclosure issues, and our clients can rest assured that those items are addressed in a way that meets the needs of regulatory agencies, while enhancing management understanding. When it comes to our practices, nothing is "routine" – or potentially unnecessary. Efficiency, thoroughness, and a personalized approach are key characteristics of our methodology.
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Government
Our team offers extensive experience with governmental entities in the areas of audit, understanding of the internal control system, grant and state statute compliance, technology, and more. From your audit partner to our managers and staff, you can expect us to add value to your organization’s audit. Our experience with bond certification allows us to complete procedures in a short time frame with minimal advance notice – and our extensive bond knowledge means that there will be no need to seek other independent accountants for future debt offerings.
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Healthcare
When it comes to healthcare, our objective is to simplify the business side of your practice, so you can focus on patient care issues. We provide a full range of accounting, auditing, tax consulting, business advisory, and technology services to physicians, dentists, and other healthcare professionals. We work with practices of all sizes and specialties – from sole practitioners to large professional groups. In the rapidly changing healthcare marketplace, it has become essential for state and local governments to keep abreast of the latest legislative and regulatory initiatives. Our staff members are experts when it comes to conducting thorough investigations, analyzing federal and state activities, and performing comprehensive data collection activities.
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Hospitality
In today’s competitive landscape, hotels and similar companies must distinguish themselves while satisfying ever-expanding consumer desires. When we put our experience with successful hospitality clients to work for you, you’re given the freedom to focus on meeting customer needs.
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Manufacturing
We understand that manufacturers are frequently challenged by changes in the economy, technology, and industry standards. In order for manufacturers to stay competitive in today’s business environment, a trusted accounting firm is crucial. Ricci & Company LLC is dedicated to providing service that is tailored to your company – fostering your long-term success.
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Audits of Employee Benefit Plans
Performing an effective employee benefit plan audit requires a specialized team of professionals. At Ricci & Company, we have the experience and global resources required to conduct successful employee benefit plan audits.
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Government Service Contractors
The fact that our roster of clients includes a loyal list of government contractors is no coincidence. Our approach to rendering services for government contractors is fine-tuned and unmatched in terms of effectiveness and efficiency. Over the years, we’ve built lasting relationships with these clients by making significant contributions to their success time and time again.
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Retail & Distribution
We’re experts when it comes to helping retailers exceed industry standards. We can assist in developing a business plan with cash flow projections, business monitoring, and financing support requirements. We have also worked with distributors in managing and growing their businesses – identifying opportunities, providing financial expertise, and assisting in business management.
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Professional Services
The term "professional services" is a general umbrella term that describes many of our clients. Artists, attorneys, contractors, dentists, engineers, entrepreneurs, financial consultants, home builders, physicians, psychologists, and professors are just a few included in the wide array of clients we serve. For each of them, one fact holds true – we address each client’s unique needs in a highly personalized manner. We always take the time to keep our clients informed and updated. Through the power of our national and global network, the information we provide is always up-to-the-minute and accurate.
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Agriculture
The business of agriculture is like no other – and we respect America's agricultural traditions and the hardworking people who keep them strong. Today, agriculture faces increasingly complex challenges, including marketing, accounting, tax, and operational issues. Our services are designed to address your unique needs and help you grow. Ricci & Company team members have gained expertise in agribusiness through experience and continuous training about the trends and issues affecting the industry.
With more than 25 years of public accounting experience serving clients in a wide spectrum of industries, James Ricci (Jamie) skillfully serves as managing principal of Ricci & Company.
Client Focus
Jamie's practice specialties include commercial construction; homebuilding; and taxation of individuals, corporations, and partnerships. He also provides business consulting and strategic planning services to a vast array of clients. Prior, he served as partner-in-charge of the New Mexico office for Clifton, Gunderson & Co., a large regional accounting firm.
Education, Professional Memberships & CPA Licenses
Jamie is a member of the American Institute of CPAs, the New Mexico Society of CPAs, and is a past member of the New Mexico Society of CPAs Federal Taxation Committee. He has served on numerous boards of directors and is currently president-elect of the La Tierra Sangre Society board of directors, the fundraising arm of the University of New Mexico School Of Medicine. He has also been a seminar leader in the areas of tax planning and preparation.
Jamie holds degrees from both New Mexico State University and the
University of South Florida.
Whether you need help forming a new business or assistance with succession planning, our services span a broad spectrum of needs.
Don’t see a particular service here? It’s quite possible that we’re skillful in that area as well – and we encourage you to contact us with your inquiry.
We know that your success comes down to numbers. But we also understand that people are a big part of the equation.
That’s why we approach accounting and financial consulting a bit differently than the other guys. Our intimate size and unique onsite consulting capabilities allow us to be highly attuned to individual client needs. At the same time, our affiliation with the RSM McGladrey Network gives us the resources of the fifth-largest CPA firm on the planet – giving you the best of all worlds.
- Business or personal? Whatever your need, we have an expert on hand. Let us provide intelligent solutions for your most pressing matters.
- Sure, we’re bean counters at heart. But there’s a depth of experience here that separates us from your average number crunchers.
- From the mainstream
to the obscure, our expertise in various industries is as diverse as the services we provide. - We get it: Most view
our industry as far from exciting. Still, we try to keep things lively – which is why our employees find it so refreshing to work here. - Heard the saying, "Think Globally, Act Locally"? Look no further than Albuquerque for accounting and consulting services with worldwide reach.
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