Financial planning is the process of creating a roadmap for your financial future in the financial sector. This includes setting financial goals, assessing your current financial situation, and developing strategies to reach those goals. From basic tax and consulting services to accounting and improving your start-up, Luca Financial is your dedicated financial service provider.

Tax Services

At Luca Financial, a leader among financial services firms, we focus on building you a customized tax plan to minimize your tax liability, saving you thousands of dollars a year. We specialize in personal, small business, and corporate tax returns as a financial institution.

Tax Services Include:

  • Helping you save significant money on your tax bill with our effective tax planning in the financial sector
  • Utilizing all your available tax deductions appropriately
  • Maximizing your tax credits as much as possible
  • Assisting you with filing accurate and timely tax returns to avoid penalties

While taxes can be a daunting and complex topic, our experts at Luca Financial make it simple for you. We understand the importance of minimizing your tax liability while staying compliant with all tax laws and regulations in the financial services industry. 

Benefits of Tax Services

Investing in tax services can provide numerous benefits in the financial services sector. First and foremost, it helps in complying with the complex, ever-changing tax laws, ensuring you don’t fall foul of potential penalties. Businesses can take advantage of tax incentives and deductions that they may not otherwise be aware of, leading to significant financial savings. Additionally, a professional tax service can provide peace of mind, freeing up your time to focus on other aspects of your business in the financial services sector. Finally, they can assist in financial planning and strategy, providing valuable insight to facilitate growth and profitability.

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Consulting Services

Advisory services to help you understand the true health of your small business finances in the financial services industry. Our consulting services include financial analysis, budgeting, forecasting, and strategic planning. We provide you with a clear picture of your business’s current financial situation and work with you to develop actionable strategies for improvement.

Consulting Services Include:

  • Crisis & Recovery – Help clients mitigate damage during a crisis, get a handle on the situation, and develop a recovery plan. Cash management is crucial.
  • Finance Consultation – Help clients through complex accounting scenarios, banking issues, and report management.
  • Entity Selection – Choosing how to structure your business is an important decision. It’s important to understand the tax implications and legal liabilities that each entity type carries.
  • Financial Analysis to identify areas of growth, inefficiencies, and potential risks
  • Budgeting Assistance to help you plan and allocate resources

Our consulting services go beyond just numbers on a spreadsheet. We believe in taking a holistic approach to help you understand the financial health of your business and make strategic decisions for its success in the financial services sector. Our team of experts will work closely with you to identify areas for improvement and provide actionable solutions.

Benefits of Consulting Services

Professional consulting services can prove pivotal to the success of your small business. They offer strategic insights based on their experience and expertise, which can provide direction and help you make informed decisions. By diagnosing potential issues and offering actionable solutions, consultants can drive efficiency and effectiveness in your business operations. Furthermore, they can help in financial planning, ensuring optimal resource allocation and risk management. Also, in times of crisis, they can assist with damage mitigation and recovery planning. Lastly, consulting services can free up your time, allowing you to focus on your core business activities while they handle complex financial scenarios and banking issues in the financial services sector.

Start Up Services

Turn your entrepreneurial dreams into a reality and we can help you with paperwork. Starting a new business can be an exciting but overwhelming venture in the financial services industry. At Luca Financial, we offer start-up services to help guide you through the process and ensure everything is set up properly from a financial standpoint in the financial services sector.

Start Up Services Include:

  • Calculate and assess costs and budgets for your start up
  • Develop a business plan with financial projections
  • Market research and knowledge of your start up industry
  • Make the financing strategy of your start up affordable, easy, and seamless

Starting a new business can be overwhelming, but with the right guidance and support, it can also be incredibly rewarding. At Luca Financial, we offer start-up services to help you navigate the financial aspects of starting a new business in the financial services sector. From calculating costs and budgets to developing a solid business plan, our team will work with you every step of the way.

Benefits of Start-Up Services

Starting a business involves many financial considerations in the financial services industry, and it can be challenging to navigate them on your own. By utilizing start-up services, you can benefit from the knowledge and expertise of professionals who have helped numerous entrepreneurs successfully launch their businesses. They can assist in creating an accurate budget and provide valuable market research to inform your business decisions. Additionally, they can help you create a solid business plan that aligns with your financial goals and projections. With their help, you can also develop an effective financing strategy to ensure a seamless and affordable start for your new business venture in the financial services sector.


Accounting Services

We will manage the accounting function of your business so you can focus on making more money in the financial services industry. At Luca Financial, we offer comprehensive accounting services to help small businesses thrive. Our experienced team will handle all accounting tasks including bookkeeping, invoicing, payroll processing, and financial reporting in the financial services sector. By outsourcing your accounting needs to us, you can save time and reduce costs while ensuring accuracy and compliance with tax laws.

Accounting Services Include:

  • Financial forecasting
  • Maintaining financial statements and records
  • Registering business entity
  • Manage cash flow
  • Increase your post-tax income
  • Collect, track, and correct your finances
  • Bookkeeping (Monthly, quarterly, or annually)
  • General ledger and financial statement preparation
  • Accounting system setup and support

Benefits of Account Services

Investing in professional accounting services can provide numerous benefits. Firstly, they can offer expert management of your financial records, ensuring accuracy and compliance with all relevant laws and regulations. This can save you time and reduce the risk of potentially costly mistakes. Secondly, accounting services can provide valuable insights into the financial health of your business, identifying areas of strength and highlighting opportunities for improvement. They can also help with financial forecasting, enabling you to make informed decisions and plan effectively for the future. Furthermore, they can assist with cash flow management, crucial for maintaining the financial stability of your business. Lastly, a good accounting service can also help increase your post-tax income by identifying tax-efficient strategies and ensuring you take advantage of all available allowances and deductions.

CFO Services

We pride ourselves in offering Chief Financial Officers a well-rounded batch of services and look at the “big picture” when it comes to their business. Our CFO services are specifically designed to help small businesses that may not have the resources for a full-time CFO. With our team of experts, we can provide high-level financial insights and strategic guidance to help drive your business forward.

Our CFO Services Include:
  • Working with CFO’s on identifying opportunities for growth
  • Preparing budgets that will accommodate any expansion plans or a potential exit strategy
  • Provide advice about how best upscale without compromising service quality, while still being cost-effective
  • We take our time so each client gets an individualized experience from start until finish
  • Offer nothing but top-notch financial services

Benefits of CFO Services

Leveraging CFO services can be a strategic move with significant benefits for businesses in the financial services sector. The expertise of a Chief Financial Officer can guide the financial strategy of a company, ensuring sustainable growth and profitability. They can identify and seize growth opportunities and prepare comprehensive budgets that accommodate expansion plans or exit strategies. Their advice on scaling operations effectively can help a business maintain service quality while being cost-efficient. Furthermore, CFOs can provide an individualized experience, dedicating time and attention to each client’s unique needs and circumstances. This personalized approach, combined with top-notch financial services, can empower businesses to make informed decisions, manage risks, and ultimately, achieve their financial goals.

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    “Brett has given our company financial clarity. He’s incredibly professional and always on top of his game!”