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Monthly Bookkeeping & Financial Management
Reliable financials are the foundation of good decisions. Our monthly bookkeeping and financial management services keep your books accurate, organized, and ready to support planning, reporting, and growth.
What’s included:
Transaction Recording and Categorization
Accurate classification of income and expenses to ensure clean, reliable financial records.Bank and Credit Card Reconciliations
Monthly reconciliations to confirm your accounts align with supporting statements.Monthly Financial Statements
Preparation of profit and loss statements, balance sheets, and cash flow reports to give you a clear view of your business.Expense Tracking
Ongoing review and organization of expenses to support budgeting and tax readiness.Year-End Preparation for Your CPA
Clean, complete financials prepared for efficient tax filing and professional collaboration.
Optional add-on services:
These services are available based on business needs and scope:
Accounts Payable and Accounts Receivable Management
Support for bill payment and invoicing, with oversight of payables and receivables to keep cash flow on track.Payroll Processing
Payroll processing through QuickBooks Online or an approved third-party provider.Sales Tax Reporting and Compliance
Calculation, reporting, and filing of sales tax to meet compliance requirements.
We manage your financials with care and consistency so you can focus on running your business with confidence.
Catch-Up and Clean-Up Services
Our catch-up and clean-up services are designed for businesses that need to correct past issues or bring their books up to date. We restore accuracy and structure so your financials are complete, reliable, and ready for ongoing management or tax work.
What’s included:
Comprehensive Review
A detailed review of your existing bookkeeping to identify errors, gaps, and inconsistencies.Transaction Review and Corrections
Review and correction of historical transactions to ensure proper categorization and accuracy.Account Reconciliations
Reconciliation of bank and credit card accounts to confirm balances align with statements.Financial Corrections
Adjustments made to correct discrepancies and reflect your true financial position.Updated Financial Reports
Preparation of accurate, up-to-date financial statements upon completion.Next-Step Guidance
Clear recommendations to help maintain clean books going forward.
We bring your books back into order so you can move forward with clarity and confidence.
QuickBooks Online Setup
A proper QuickBooks Online setup is critical to accurate reporting and efficient bookkeeping. We configure your system correctly from the start so your financials are clean, usable, and built to support your business as it grows.
What’s included:
System Configuration
Setup of chart of accounts, settings, and workflows aligned with how your business operates.Data Migration
Secure transfer of existing financial data into QuickBooks Online with accuracy and continuity.Account Connections and Integrations
Connection of bank, credit card, and approved third-party tools to support consistent transaction flow.Reporting and Invoicing Setup
Configuration of financial reports and invoicing settings to support clear tracking and billing.Client Training
Focused training to ensure you understand how to use QuickBooks Online effectively and responsibly.
We set up QuickBooks Online with intention and structure so it supports your business long after implementation.
Fractional CFO Service
Our Fractional CFO services provide experienced financial leadership for business owners who want clarity, direction, and disciplined financial decision-making. We work alongside you to interpret your numbers, plan ahead, and make informed choices as your business grows.
What’s included:
Strategic Financial Leadership
Ongoing financial oversight and guidance to support budgeting, forecasting, and long-term planning.Cash Flow Management
Monitoring and analysis of cash flow to help you understand timing, risks, and opportunities.Financial Analysis and Insight
Review and interpretation of financial results to support thoughtful, data-informed decisions.Dashboards and Key Metrics
Clear, decision-focused dashboards that highlight key metrics, trends, and performance indicators to support ongoing review and planning.Reporting and Performance Tracking
Financial reporting and analysis to track performance and identify meaningful trends.Growth Planning and Advisory
Strategic support for growth decisions, pricing, investments, and scaling with intention.
We provide steady financial leadership so you can make decisions with confidence and move your business forward deliberately.
Tax Preparation & Planning for Bookkeeping and Fractional CFO Clients
Tax preparation and planning are offered exclusively to our ongoing bookkeeping and fractional CFO clients. Because we manage and review your financials throughout the year, your tax work is accurate, coordinated, and aligned with the full financial picture of your business.
This approach allows for better planning, fewer surprises, and a more efficient tax process overall.
Individual Tax Preparation and Planning
We prepare and plan individual tax returns for business owners with pass-through entities, ensuring accuracy, compliance, and alignment between personal and business filings.
Form 1040 with Schedule C
Individual income tax returns for single-member LLCs and sole proprietors.
Business Tax Preparation and Planning
We provide business tax preparation and planning for eligible client entities where we also support the underlying bookkeeping and financial management.
Form 1120S – S Corporations
Form 1120 – C Corporations
Form 1065 – Partnerships
By integrating bookkeeping, advisory, and tax services, we help ensure your financial decisions are informed, intentional, and aligned year-round.
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.