The kind of firm you didn't know you could hire.
We leave behind the processes that belong in 1997. Automation, integration, and real data, run by people who know your business.
Your ideal back office is here.
LUCA today
2016
Founded in Birmingham
0+
Accounting, tax, and advisory professionals
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Clients across the country
0x
Years on the Inc. 5000
What makes us different
Accounting foundations, and the tools we build on them.
Delivering traditional accounting with excellence is our baseline. We shine when we automate the legwork around it. That frees our time for the part only people can do: solving the problem in front of you with next year in mind. Then we build the reports and automations around how your company already runs.
We know the accounting.
Decades of experience across bookkeeping, tax, and advisory, so the foundation under the reporting holds.
We build the tooling.
We set up and run the software ourselves, so your numbers stay current between month-ends.
We stay ahead of it.
A dedicated team that knows your account well enough to raise a problem before it reaches you.

Before we go further
Which sounds more like you?
Running a business or leading a nonprofit? Pick one and the rest of the page is written for you. You can switch any time.
Five kinds of work
Accounting Operations
Books kept current on a schedule you pick, monthly financials, bill pay and invoicing if you want them, and a controller when you need more depth.
Learn moreTax
Returns for you and your company, plus planning through the year so you see the bill coming.
Learn morePayroll
Setup, state registrations, and HR support across four tiers, from Essential to Elite.
Learn moreAdvisory
A part-time CFO, a budget, and a standing meeting on margin, cash, and getting ready to sell someday.
Learn moreCustom Builds
We map your process, automate the manual steps, and build custom tooling around how your team actually works.
Learn more
One engagement. A full finance department behind it.
Every account gets the same core three seats, and we add specialists as your work calls for them. Choose what you need and watch the team take shape.
Start from a sample organization, or build your own below
No services selected. Every engagement starts with three core seats.
Core seat
Financial Operations Specialist
Most of your day-to-day communication. Transactions, bills, deposits, reconciliations.
In place of hiring: Staff accountant or bookkeeper
Core seat
Controller
Runs month-end close and builds the reporting package on a calendar you can plan around.
In place of hiring: Controller
Core seat
Director
Your ongoing fractional CFO, on every engagement. In the ownership conversation, the lender meeting, and the plan for next year.
In place of hiring: Chief financial officer
Your choices carry into the form, so you do not have to enter them twice.
Want to see what your team would look like for your company?
We work best with owners who want us in the room for the hard decisions.
Owner-led companies that want someone at the table when margin, cash, or a sale is on the line. We also step into senior finance roles inside larger companies.
Client reviews
I was referred to LUCA by a client of theirs and after interviewing several firms I chose them to setup my new franchise business. Trey and all of his team have been extremely helpful and responsive as we established the LLC’s, chart of accounts, and SBA loans.During our first 18 months of operations they have provided considerable advice on streamlining our A/P, vendor invoicing and point-of-sale systems by integrating innovative systems that allow virtual review and approval of invoices, payroll and Accts.I knew I made the right decision to contract with LUCA when they advised me that I would be eligible for potential tax benefits from the Cares act and ERC that even our franchisor was not aware of!I HIGHLY recommend Trey, Adam and Meredith to any and all new or existing businesses and persons who want personal and considerate accounting services and advice!
With their expert advice along with the latest technologies, LUCA helped me streamline my financials (P/L, balance sheets, bank accounts and more) for 2 businesses. They also took a huge load off my shoulders by handling tax filings (local and state) as well as business license renewals. More importantly, they are great people. Whether you are an established business or an emerging company, let these guys take the unproductive work off your desk so you can focus on growth.
I have known LUCA for many years now. They are a talented group with a focus on the details. Unlike many in their profession who focus singularly on compliance (which is of the utmost importance), they are business people who understand what is required to run a successful business. I would highly recommend them.
This is an honest team here who is genuinely concerned with improving the efficiency and work flow of our company. Excuses are not accepted with these guys and they just seem to do things the right way! While at first we hired LUCA as the more expensive option, since then, they have actually increased savings such to the point now that they are less expensive than previous bookkeeper/accountants we were using.
Just a quick note to say that I LOVE how responsive, kind and professional Katy always is in her emails. She (and [Trey]) really do feel like an extension of our own team. As a startup with limited resources, it's really great to have this incredible fractional financial help to the team.
I've had the privilege of working with LUCA over the last year. As the founder of an early-stage SaaS company, finding an accounting firm that was both affordable/ startup-friendly, as well as qualified was important to me, and LUCA has proven to be just that and more! I'm grateful for their guidance on several formational decisions, their prudence on bookkeeping, reporting, and tax filing, and perhaps most of all, their extraordinarily relational culture, empathy, and support. 5 stars doesn't do them justice; they are truly an excellent organization worth your business consideration.
I worked with Luca HQ over several months last year getting my AL business set up, and they couldn't be more helpful. As a marketer, I'm terrible at finance and accounting, but the team at LUCA - Trey, Patrick, and the rest of the team - were super helpful and very fast to respond to my email when in dire straits. For those not in the accounting world, what I've learned is that there's a big difference between going with a CPA who only does your taxes once a year vs a full-service firm like LUCA. The big difference here is that LUCA keeps you humming throughout the year month in and month out. The most painful part about business setup, especially in a new state, is state business compliance. Many CPA firms and bookkeepers don't offer this but LUCA does, which is a key component. Definitely recommend connecting with them if you want to make things easier on yourself.
We reached out to LUCA through QBO and received a response almost immediately! They were able to help us with a complex tax situation that we had no understanding of and get everything filed in a timely manner. All of the people at LUCA answered our questions in an easy to understand and thorough manner and we are thoroughly satisfied with our experience with them. I would recommend them to anyone looking for a solid solution to maintaining your books and keeping your taxes in line!
LUCA was so helpful in getting my business off the ground. They handled everything efficiently and professionally and in a fraction of the time it would have taken me to do it on my own. They answered all of my questions and helped me plan for the future of my business. Very responsive, knowledgeable, and sound financial advice. I would highly recommend them to anyone!
Trey is highly skilled. LUCA has great people and digital systems for ease in your accounting and filings.
These guys at LUCA know their stuff. Always there when you need them.
Professional and detailed oriented. It is a pleasure working with LUCA.
I can not say enough good things about Trey and the LUCA team!
Platforms we implement and run
- QuickBooks
- Xero
- Ramp
- Gusto
- Bill.com
- Dext
- Stripe
- Shopify
- Fathom
- Ignition
Blog
Tax
1099 vs. W-2: How Do I Classify a Worker Correctly (and Avoid Penalties)?
Date note: This post was written in August 2026. Tax rules, thresholds, rates, and deadlines change, so some references here may have been updated since.
ReadTax
Do I Have to Collect Sales Tax in Other States? Economic Nexus Explained
Date note: This post was written in August 2026. Tax rules, thresholds, rates, and deadlines change, so some references here may have been updated since.
ReadTax
What Does 100% Bonus Depreciation Mean for Your Business in 2026?
Date note: This post was written in July 2026. Tax rules, thresholds, rates, and deadlines change, so some references here may have been updated since.
Read
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