Know Your Numbers. Own Your Growth.

Bookkeeping, financial reporting and insight, and CFO advisory for established service-based businesses ready for what's next.

Most Financial Professionals Give You Reports.
We Give You Answers.

As your business grows, financial reporting alone is no longer enough. You need someone who understands how your business actually operates, who notices issues early, and who can tell you whether your numbers support the decisions you’re making.

Many bookkeepers focus on recording transactions. Many CPAs focus on tax compliance. Both are important, but neither is built around the day-to-day financial clarity business owners need to run and grow their companies.

LUCI Financial Solutions fills that gap. Our team-based model means you’re supported by more than one person, and our approach is built to grow alongside your business as your needs become more complex.

How well are your finances actually working for your business?

Take our free 7-question Financial Operations Assessment. In two minutes, you'll get a clear picture of where your financial operations stand — and what, if anything, needs attention.

Dallas–Fort Worth based. Serving clients nationwide.

Clear financials. Better decisions. Stronger businesses.

From monthly bookkeeping to Fractional CFO advisory, we give service-based businesses the financial clarity and strategic support to make confident decisions.

Monthly Bookkeeping — The Foundation Every Growing Business Needs

Accurate, consistent bookkeeping is the foundation of good financial decisions. We handle your monthly books with care and precision so your financials are reliable, compliant, and ready to support planning, reporting, and growth.

Catch-Up & Clean-Up — Restore Order, Move Forward

For businesses that have fallen behind or need corrections, we bring your books back into order. We reconcile accounts, correct errors, and restore accuracy so your financial records are complete, reliable, and ready for what comes next.

QuickBooks Online Setup — Built Right, From Day One

We set up QuickBooks Online correctly from the start. Your chart of accounts, settings, and workflows are configured to match how your business operates, so your financials are accurate, usable, and scalable from day one.

Fractional CFO — Senior Financial Leadership, Without the Full-Time Cost

Most business owners know their revenue. Far fewer know whether they’re building something sustainable. That’s exactly what our Fractional CFO service is designed to change.

*Available as a standalone advisory engagement or bundled with ongoing financial management.

Tax Preparation & Planning — Available to Ongoing Clients

Tax preparation and planning are offered exclusively to our ongoing bookkeeping and fractional CFO clients. Because we manage your financials throughout the year, your tax work is accurate, informed, and aligned with the bigger picture of your business.

who we work with

You're in the Right Place If...

You run a service-based business doing $250K+ in annual revenue
You have an accountant or bookkeeper but don't feel like you have real visibility into your finances
Your books are technically done but you can't answer basic questions about profitability or cash flow
You're growing and need financial support that keeps pace — not a one-person operation that disappears when things get busy
You want a partner, not just a vendor

What Becomes Possible When Your Finances Are Actually Working

Clear Financial Visibility

You know exactly where your business stands each month — no guessing, no waiting until your CPA calls in April.

Confidence in Cash Flow

You know what's coming in, what's going out, and whether your growth plans are financially realistic before you commit.

Real Profitability Insight

You can see which services, clients, or projects are actually driving profit — and which ones aren't pulling their weight.

Decisions You Can Make With Confidence

Pricing changes, new hires, expanded services — you make those calls based on numbers, not gut instinct.

the process

Getting Started Is Simple

Working with LUCI is a three-step process — from your first conversation to ongoing partnership. Here’s what to expect.

1. Consultation

We learn about your business, current systems, and what's not working. No obligation, no pressure — just a real conversation about whether we're the right fit.

2. Onboarding & Setup

We review your books, clean up any issues, configure your reporting to match how your business operates, and establish the workflows that support reliable ongoing service.

3. Ongoing Partnership

Monthly reporting, proactive communication, senior-level review, and strategic support — from a dedicated team, not a single person.

What Sets LUCI Apart

We Support Smart, Sustainable Growth

You need more than accurate books. You need a financial partner who understands your business, delivers with consistency, and grows with you. Here’s what makes LUCI different.

Client-Focused by Design

We work as a strategic partner, not a task taker. We partner with you through clear scope, strong processes, and financial support that actually moves your business forward.

25+ Years of Experience

Decades of hands-on experience supporting small and growing businesses with accurate books, sound judgment, and practical financial insight.

Team-Based Delivery

Your account is supported by a dedicated team rather than a single individual. This provides continuity, built-in backup, and reliable support as your business grows.

Explore what we do

Every service and industry has its own page with a short answer, what is included and the questions owners ask.

Bookkeeping services in DallasMonthly books, reconciled and reviewed, for a fixed fee.Outsourced controller servicesMonth-end close, senior review and reporting you can rely on.Bookkeeping cleanup and catch-upMonths behind or a messy QuickBooks file? We rebuild it.QuickBooks Online bookkeepingSetup, migration and monthly QuickBooks service.Fractional CFO servicesCash forecasting, margins and strategy meetings.Bookkeeping, payroll and tax supportOne team for the books, payroll, 1099s and business returns.Law firm bookkeeping and IOLTATrust accounting and three-way reconciliation for Texas firms.Medical and dental practicesCollections tied to the bank, provider payroll, controller support.Multi-entity businessesIntercompany entries and one clear view of the group.Contractors and constructionJob costing, retainage and 1099 tracking.Professional services and agenciesRetainers, project margins and utilization.Plano, Frisco and all of DFWThe same team and monthly package across the Metroplex.Financial Review & AssessmentA 60-minute review of your QuickBooks file and a prioritized action plan, $597.Business formation and financial setupFormation, EIN, QuickBooks and payroll set up correctly from the first day.Accounts payable and receivableBills and invoices handled, with payables and receivables watched every month.Texas sales tax filingSales tax calculated, reported and filed on schedule.1099 preparationW-9s collected through the year, 1099s prepared and filed in January.