Our Services
Pricing & Service Levels
Every business is different — and so is the right level of support. Whether you need reliable bookkeeping, deeper financial insight, or ongoing strategic guidance, we’ll match you to the service level that fits your needs and goals.
Core
Best for business owners who want accurate books, reliable reporting, and confidence in their numbers.-
Monthly bookkeeping and reconciliations
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Senior review of financials for accuracy and quality control
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Monthly Executive Summary, Profit & Loss, Balance Sheet and Statement of Cash Flows
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Year-end financial package for your tax preparer
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Email support
Growth
Best for growing businesses that want deeper financial visibility and regular guidance.-
Everything in Core
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Quarterly financial review meetings
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Custom reporting tailored to your business
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Cash flow visibility and trend reporting
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Budget-to-actual reporting
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Financial observations and recommendations Priority email support
Scale
(CFO Advisory)Best for businesses that need ongoing financial leadership and a strategic partner involved in their major decisions.
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Everything in Growth
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A dedicated CFO-level partner involved in your major financial decisions
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Monthly strategy meetings
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Senior accountant review with monthly financial narrative
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Cash flow forecasting and scenario planning
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Pricing and margin analysis
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Revenue and profit planning
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KPI dashboard and performance tracking
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Coordination with your CPA and other advisors
Every ongoing engagement begins with a structured onboarding process. We’ll review your books, establish workflows, configure reporting, and ensure your account is set up properly from the start. Onboarding is a one-time fixed fee, scoped to your engagement and outlined in your proposal. If we identify significant catch-up or cleanup work, we’ll provide a separate fixed-fee proposal before any additional work begins.
- Tax preparation and planning (available to ongoing clients only)
- Payroll management
- Accounts Receivable/Payable
- Sales tax filing
- 1099 preparation, filing and W-9 collection
- Multi-state registration and compliance
- QuickBooks Online setup and configuration
- QuickBooks Desktop to QuickBooks Online migration
- Catch-up and cleanup projects
Not Sure Where to Start?
Financial Review & Assessment — $597
A 60-minute review of your QuickBooks file designed to provide clarity and direction. We’ll identify what’s working, what needs attention, and where opportunities exist to strengthen your financial processes and reporting. You’ll leave with a prioritized action plan and a clear understanding of your next steps — whether you choose to work with us or not.
Catch-Up & Cleanup Projects Fixed-fee pricing based on scope after a brief consultation.
Business Formation & Financial Setup Full-service setup for new businesses, including business formation, EIN registration, QuickBooks setup, payroll setup, and establishing the financial systems you need to start clean and stay organized from day one. Starting at $1,500.
Ready to Talk?
Not sure which level is right for you? Let’s walk through it together. Schedule a consultation.
Have questions about pricing or what’s included? See our FAQs or reach out directly at info@lucifinancial.com.
What's Included — In More Detail
Monthly Bookkeeping — The Foundation Every Growing Business Needs
(Included in every Core, Growth, and Scale engagement.)
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.
Clean books aren’t just about compliance — they’re the foundation of every good business decision you’ll ever make. We keep yours spotless.
Catch-Up & Clean-Up Services — Restore Order, Move Forward
Behind on your books? It happens. We get your financials current, accurate, and structured — then set you up so it doesn’t happen again.
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.
When we’re done, your books aren’t just current. They’re built to stay that way.
QuickBooks Online Setup — Built Right, From Day One
Most bookkeeping problems trace back to a QuickBooks setup that was rushed, guessed at, or built for someone else’s business. We configure your system from the ground up — chart of accounts, workflows, and reporting — so your financials are accurate from day one and built to grow with you.
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.
Your books are only as reliable as the system behind them. We make sure yours is built right — so it works for you today, next quarter, and three years from now.
Fractional CFO — Senior Financial Leadership, Without the Full-Time Cost
(Included in Scale engagements, or available as a standalone advisory engagement.)
You shouldn’t have to guess about your own numbers. Our Fractional CFO service gives you a dedicated financial partner — backed by 25+ years of expertise — who helps you understand where your business stands, where it’s headed, and exactly what to do next. All the strategic value of a CFO, without the six-figure salary.
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.
This is the service for business owners who are done flying blind — and ready to build something intentional.
Tax Preparation & Planning (Add-On — Ongoing Clients Only)
Tax preparation and planning are available as an add-on to ongoing bookkeeping and Fractional CFO engagements. Because we manage your financials throughout the year, your tax work is accurate, informed, and aligned with the bigger picture of your business.
Form 1040 with Schedule C
Individual income tax returns for single-member LLCs and sole proprietors.Form 1120S – S Corporations
Form 1120 – C Corporations
Form 1065 – Partnerships