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Stop stressing about your finances.
Start growing your business.

At Luca Financial, we provide strategic small business tax planning and startup financial consulting so you can gain the financial acumen and confidence to build lasting profitability.

    Built by Entrepreneurs, for Entrepreneurs.

    We know you’re busy building your dream. The last thing you need is to get bogged down in bookkeeping and financial reports.  Our goal is to handle the complex parts of your business accounting services and financial strategy so you can focus on what you do best: running and growing your company.

    Tax Planning & Strategy

    Go beyond basic tax prep. We build a customized tax plan to minimize your liability and help you save thousands of dollars a year.

    Our strategic approach to small business tax planning is a key part of your overall business financial health.

    Turning your entrepreneurial dreams into a reality requires a solid financial foundation.

    We provide end-to-end guidance and startup financial consulting to handle the paperwork and set you up for success.

    Startup & Foundational Consulting

    Ongoing Accounting & Bookkeeping

    Stop worrying about day-to-day finances. We manage the full accounting function of your business, ensuring accuracy and giving you the peace of mind to focus on making more money.

    Our comprehensive business accounting services are the backbone of your success.

    For growing businesses that need expert financial guidance without the cost of a full-time hire.

    Our CFO consulting for small businesses provides a well-rounded batch of services, from business profitability analysis to long-term strategic planning.

    CFO Consulting & Business Analysis

    Learn More About Our Boutique Services

    Tax Services

    At Luca Financial, we focus on building you a customized tax plan to minimize your tax liability and save you thousands of dollars a year.

    Consulting Services

    We have advisory consulting services to help you understand the true health of your small business finances.

    Start-Up Services

    We can also turn your entrepreneurial dreams into a reality and help you with all the paperwork.

    Accounting Services

    We will manage the accounting function of your business so that you can focus on making money.

    CFO Services

    At Luca Financial, we pride ourselves on offering Chief Financial Officers a well-rounded batch of services and looking at the “big picture” when it comes to their business.

    TAX

    Building a customized tax plan to minimize your tax liability, saving you thousands of dollars a year

    CONSULTING

    Advisory services to help you understand the true health of your small business finances

    START-UP

    Turn your entrepreneurial dreams into a reality and we will help with the paperwork

    ACCOUNTING

    We will manage the accounting function of your business so you can focus on making more money

    Get a Free Financial Consultation

    Ready to improve your entrepreneurial finance? Let’s chat.

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