Frequently Asked Questions

We offer three service tiers — Core, Growth, and Scale (CFO Advisory) — designed to match the level of support your business actually needs. Pricing varies based on your specific complexity: transaction volume, number of accounts, payroll, the reporting and strategy you need, and how your engagement is structured. After a brief discovery call, we’ll provide a clear, fixed-fee proposal with no surprises. We don’t believe in cookie-cutter pricing, and we don’t believe in hidden fees.

Less than most business owners expect. Once you’ve decided to move forward, we handle the heavy lifting. Onboarding typically takes 2–4 weeks and includes gaining access to your QuickBooks file and supporting systems, reviewing your current books for accuracy, addressing any cleanup needed (priced separately if significant), and configuring your reporting to match how your business actually operates. We coordinate directly with your previous provider when needed, so the transition is smooth and nothing falls through the cracks. By the end of onboarding, your books are clean, your reporting is dialed in, and you’re set up for accurate, reliable monthly support going forward.

Our ongoing engagements are month-to-month after an initial 3-month commitment period, which gives us time to fully onboard your account, clean up anything that needs attention, and establish accurate baselines. After that, you can continue month-to-month for as long as the relationship serves you. We believe in earning your continued business, not locking you in.

When you hire a single bookkeeper, whether an employee or a freelancer, your entire financial operation depends on that one person. If they leave, get sick, or become unavailable, your books stop. LUCI is a team. Your account is supported by multiple professionals, including senior-level review of your financials before they’re delivered. You get an accounting department with defined responsiblities and continuity built in.  It’s the foundation of how we work — what we call the LUCI Continuity Model.

Yes, tax preparation and planning are available as an add-on for our ongoing bookkeeping and CFO advisory clients. Because we manage your financials throughout the year, your tax work is accurate, well-coordinated, and aligned with the bigger picture of your business. We don’t offer standalone tax services to non-clients, since the value of integrated tax work depends on having full visibility into your books.

We work primarily with established service-based businesses, including professional services firms, agencies, law firms, consultants, medical and dental practices including multi-entity group practices, general contractors, and similar businesses that have grown beyond basic bookkeeping. Our clients are typically generating $250K+ in annual revenue and want a financial partner, not just someone to enter transactions.

Yes. We’re based in the Dallas–Fort Worth area, but we work with clients nationwide. Our firm operates virtually, with secure cloud-based systems and regular communication tailored to how you prefer to work. Location doesn’t limit the quality of support we provide.

We take data security seriously, especially because many of our clients work in industries with their own confidentiality requirements. We use secure, industry-standard cloud-based systems with multi-factor authentication, role-based access, and encrypted file sharing. Access to client data is limited to authorized team members, and we follow strict internal protocols for handling financial information. We’re happy to walk through our specific security practices during a discovery call.