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Financial Operations Checkup

Achieve the financial awareness you need.

We help you build a financial operating system - not just an accounting system. A financial operating system brings value and insight to your business that serves your team with strategic planning & actionable information.
LUCA is a cutting edge, modern, tech savvy outsourced bookkeeping and accounting partner for small businesses driven by a heart of service and powered by proven results.

Grow Purposefully

Our mission is to help your organization grow. Our team works to be an extension of your business by integrating tools, processes and people into a simple and powerful financial operating system.

Make Better Decisions

You can't make good decisions without clean information. Our purpose is to help bring financial awareness to you and your organization. Our team will implement or extend your financial operating system, so you can get your time back and grow purposefully.

Turn Chaos into Clarity

Go from chaos to clarity by implementing a financial operating system with LUCA. Our team will work directly with you to make it a smooth and simple process from start to finish.

Get your feet wet with an accounting checkup.

Our team of experts will do a deep dive into your bookkeeping, accounting, and technology setup.
Objectives
Essential
Elevate
Elite
Sales Channel Integrations
Are you a multi-channel e-commerce seller? Having a hard time understanding how to reconcile everything? We'll dive in a make a recommendation.
Startup:
Prime:
Mature:
Quickbooks Review
Is your Quickbooks a mess? Not sure if it's setup properly? We'll do a deep dive and answer these questions.
Startup:
Prime:
Mature:
Business Compliance Checkup
Are you compliant? Are your licenses up-to-date? How can this be managed more effectively to reduce penalties and provide transparency?
Startup:
Prime:
Mature:
State of the Company Report
We will develop an enhanced financial report to help you understand key performance indicators. This report will work to tell a story behind the numbers.
Startup:
Prime:
Mature:
Budget Review
We will review your current budget and make 3-5 recommendations on the framework, the assumptions and the reporting.
Startup:
Prime:
Mature:
Payroll Value Review
Are you working with a value-added payroll partner? We will dive in to understand your primary payroll processes and address key pain points.
Startup:
Prime:
Mature:
Quote-to-Cash Checkup
We will review your accounts receivable processes and workflow, understand your business case, and develop our recommendations.
Startup:
Prime:
Mature:
Procure-to-Pay Checkup
We will review your accounts payable processes and workflow, understand your business case, and develop our recommendations.
Startup:
Prime:
Mature:
Accounting System Deep Dive
We will request access to your accounting system and dive deep to understand your current state.
Startup:
Prime:
Mature:
Financial Clarity Call
One hour phone call to discuss your pain points and evaluate your business.
Startup:
Prime:
Mature:
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Why do I need a checkup?

The pace of change of accounting and finance technology is growing rapidly. Your team is working hard on internal projects and growing the business. Your accounting and finance function can be a value center, not a cost center.

How quickly can you do this checkup?

Depending on the package you choose and your overall goals, we can complete the checkup in 2-3 days. In some cases, it can take several weeks for larger organizations.

What if I already have an accounting, finance or bookkeeping team member? 

No problem. We would prefer to meet with them, get to know them and understand their role. We work with a lot of organizations that have a team on staff.

This is just one way LUCA’s insight can help your business. See them all.

LUCA Launch
Bookkeeping
Bill Pay & Invoicing
Payroll & HR
Reporting
Compliance
Put our people To work for your business.
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300 Office Park Dr
Suite 310
Mountain Brook, AL 35223
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General Questions?
info@lucahq.com
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