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Frequently Asked Questions
LUCI Financial Solutions provides bookkeeping, financial management, and fractional CFO services for small businesses. We manage accurate day-to-day bookkeeping, deliver clear financial reporting, and provide ongoing insight to support informed decision-making.
Our services include monthly bookkeeping, catch-up and clean-up work, QuickBooks Online setup, and strategic financial leadership for businesses that need higher-level guidance. By keeping your financials organized, reliable, and meaningful, we help you stay focused on running and growing your business.
Financial management is the ongoing process of understanding and using your financial information to run your business more effectively. It includes budgeting, forecasting, cash flow management, and financial reporting.
At LUCI Financial Solutions, financial management means helping you see where your business stands, plan ahead, and make informed decisions with confidence.
Yes. We offer tax preparation and planning exclusively as an add-on for our ongoing bookkeeping and fractional CFO clients. Because we manage your financials throughout the year, we are able to prepare and plan taxes with accuracy and full context.
This integrated approach supports better decision-making and fewer surprises at tax time.
No. Our tax services are available exclusively to our ongoing bookkeeping and fractional CFO clients. This allows us to maintain a complete understanding of your financials and deliver accurate, well-coordinated tax preparation and planning.
Yes, we work with select new and early-stage businesses. We support startups by setting up QuickBooks Online correctly, organizing financial records, and establishing clean bookkeeping processes from the beginning.
Our focus is on building a strong financial foundation so your business is positioned for accurate reporting, compliance, and informed decision-making as it grows.
Outsourcing bookkeeping is a good fit when you want consistent, accurate financials without managing the day-to-day details yourself. It is especially helpful for business owners who want reliable reporting, clearer insight into their numbers, and time to focus on running the business.
At LUCI Financial Solutions, we work best with owners who value accuracy, organization, and thoughtful financial decision-making.
Yes. We work with small businesses nationwide. Our firm operates virtually, allowing us to support clients regardless of location while maintaining clear communication and secure handling of financial data.
We take data security and confidentiality seriously. We use industry-standard, secure cloud-based systems and follow strict internal protocols to protect your financial information.
Access is limited to authorized team members, and all client data is handled in accordance with professional confidentiality standards.
We offer flat monthly pricing based on the scope and complexity of services required. Ongoing bookkeeping engagements start at $450 per month, with pricing adjusted based on factors such as transaction volume, account complexity, and the level of financial support needed.
After an initial discovery call, we provide a clear proposal outlining services and pricing so expectations are defined upfront and there are no surprises.
We primarily work with small, service-based businesses, including construction, interior design, law firms, and other professional services. Our experience in these industries allows us to understand their specific financial requirements and apply consistent, reliable processes that support accurate reporting and informed decision-making.