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Monthly Bookkeeping & Financial Management
Keeping your financials accurate, organized and up to date, this service includes:
- Transaction Recording & Categorization: Accurately classify and record income and expenses, ensuring accurate and up-to-date financial statements.
- Bank & Credit Card Reconciliation: Monthly checks to align your bank/credit card statements with your financial records.
- Monthly Financial Statement Preparation: Generate and analyze profit and loss statement, balance sheet and cash flow statement.
- Expense Tracking: Effective management of expenditures to optimize budgeting and tax deductions.
- Year-End Preparation for CPA: Prepare financial records and reports for seamless tax filing and CPA collaboration.
Add-on services include:
- Accounts Payable and Receivable Management: Track and manage payables and receivables to ensure timely payments and collections.
- Payroll Processing: Process payroll using QuickBooks Online or a third-party service.
- Sales Tax Reporting and Compliance:
Calculate, report, and file sales tax to meet compliance requirements.
Let us manage the finances so you’re free to do what you’re passionate about – growing your business and serving your clients.
Catch-Up and Clean-Up Services
Falling behind on your bookkeeping or needing to correct your existing bookkeeping records can be stressful, but our Catch-Up/Clean-Up Services are here to bring you up to speed. Ideal for businesses using QuickBooks Online, these services include:
- Comprehensive Review: We thoroughly assess your bookkeeping for any inaccuracies.
- Transaction Review: We ensure all past transactions are accurately categorized.
- Reconciliation: We align your transactions with bank statements to ensure they match.
- Financial Corrections: We correct any discrepancies to reflect your true financial position.
- Updated Reports: Receive current, precise financial reports.
- Expert Advice: Gain insights on maintaining your records and preventing future discrepancies.
Let us help you regain control of your financial records quickly and efficiently.
QuickBooks Online Setup
Start your financial management off right with our personalized QuickBooks Online setup and training with a Certified QuickBooks ProAdvisor. This service includes:
- Customization: Tailoring QuickBooks Online to your company’s specific needs, including chart of accounts, invoicing templates, and financial reports.
- Data Migration: Secure transfer of your existing financial data into QuickBooks Online with accuracy and integrity.
- Integration: Connecting your banking and credit accounts for real-time transaction updates.
- Training: Offering hands-on training sessions to ensure you and your team can fully leverage QuickBooks Online features.
Ready to simplify your accounting? Let’s get started and set the stage for your business’s financial success.
Fractional CFO Service
Maximize your business’s potential with our Fractional CFO services, offering expert financial guidance and strategic support customized to meet your unique needs.
- Strategic Financial Leadership: Provide high-level financial oversight and strategy, guiding your business through budgeting, forecasting, and financial planning.
- Cash Flow Management: Optimize cash flow to ensure your business remains financially healthy and can seize growth opportunities.
- Data-Driven Decision-Making: Deliver actionable financial insights and analytics to support informed business decisions.
- Financial Reporting & Analysis: Create detailed reports and perform financial analysis to track performance and identify areas for improvement.
- Growth Planning & Advisory: Develop and execute growth strategies that align with your business goals, helping you scale sustainably.
Partner with us to elevate your financial management and unlock your business’s full potential.
Tax Preparation & Planning for Bookkeeping and Fractional CFO Clients
LUCI Financial Solutions offers personalized tax preparation and tax planning services exclusively for our bookkeeping clients. This approach ensures your financial records are always aligned, helping you stay compliant, minimize tax liabilities, and plan for a profitable future.
Individual Tax Preparation & Planning
We specialize in preparing and planning taxes for individuals with LLCs while ensuring accuracy and compliance with regulations.
- Form 1040 (with Schedule C): Individual Income Tax Return with Profit or Loss from Business for LLCs
Business Tax Preparation & Planning
From small businesses to larger corporations, we provide expert tax preparation and planning for a variety of business structures.
- Form 1120S: U.S. Income Tax Return for S Corporations
- Form 1120: U.S. Corporation Income Tax Return for C Corporations
- Form 1065: U.S. Return of Partnership Income
Partner with us to streamline your tax filings and maximize your financial efficiency, allowing you to focus on growing your business and achieving your goals.
Frequently Asked Questions
At LUCI Financial Solutions, we provide bookkeeping, financial management, and advisory services tailored for small businesses. This includes recording and organizing financial transactions, preparing accurate and timely financial statements, managing budgets, forecasting cash flow, and delivering actionable insights to help you make informed decisions. We also offer catch-up and clean-up bookkeeping, QuickBooks Online setup, and Fractional CFO services for businesses that need high-level financial strategy. Our goal is to ease the burden of managing your finances, allowing you to focus on growing your business.
Yes! Alongside our bookkeeping and financial management services, we provide tax preparation and planning as an add-on for our bookkeeping clients. This enables us to deliver comprehensive financial support and assist you in making informed decisions throughout the year.
Our tax services are exclusively available to our bookkeeping clients to maintain a thorough understanding of their financial picture and provide the highest level of service.
Financial management entails keeping a clear, organized, and strategic perspective on your business finances. This encompasses budgeting, forecasting, cash flow management, and financial reporting. Our mission is to assist you in making informed decisions that will help you achieve your business objectives and ensure long-term success.
Absolutely, we love working with startups! From setting up QuickBooks Online to organizing your financial records and categorizing transactions, we assist new businesses in building a solid foundation to facilitate their growth. Whether you need help with reconciling accounts or preparing financial statements, we’re here to support you every step of the way.
Outsourcing your bookkeeping saves time and money. With LUCI Financial Solutions, you gain access to experienced professionals without the overhead costs of hiring a full-time or part-time employee. Additionally, you’ll receive accurate and timely financial reports tailored to your business needs, allowing you to focus on growing your business.
Outsourcing your bookkeeping is a smart choice if you want to save time, reduce errors, and focus on growing your business. LUCI Financial Solutions can provide support if you feel overwhelmed by managing your records or need expert financial insights to make better-informed decisions.
Yes, we work with small businesses nationwide. Since we operate virtually, our services are available regardless of your business’s location. We ensure seamless communication and secure handling of your financial data.
We prioritize your security by using trusted, industry-standard software like QuickBooks Online and secure cloud-based tools. Your data is handled with the utmost care, and we adhere to strict confidentiality protocols.
At LUCI Financial Solutions, we offer customized monthly flat-rate pricing tailored to your business’s specific needs. Basic bookkeeping services start at $300 per month for companies with minimal accounts and transactions, with rates adjusted according to the complexity and level of support required. Our method guarantees that you’re paying only for what you need, whether it’s basic bookkeeping, financial management, payroll, or more extensive services. Following an initial consultation, we’ll offer a personalized proposal so you’ll know exactly what to expect, with no surprises.
We specialize in working with small businesses in various industries, including construction, interior design, law firms, professional services, and more. Our experience allows us to understand each industry’s unique financial challenges and provide tailored bookkeeping and financial management solutions to meet their specific needs.
