Bookkeeping & Financial Services
Bookkeeping and Accounting Services
An organized financial life is key to peace of mind. If you are struggling with keeping your bookkeeping up to date, Lucia & Co. can help! We can assist you through QuickBooks training (see our QuickBooks services page for more information) or by eliminating and/or supporting your in-house bookkeeping function. Sometimes, keeping the books just doesn’t fit into the time and other resources that small business owners have available. Consider outsourcing your bookkeeping to Lucia & Co. and feel the stress melt away.
Here are just a few of your options:
- We take care of all your posting and reconciliations, and provide you with periodic reporting.
- We assist you with only the areas you don’t have time for such as month-end reconciliations and other month-end procedures.
- We support your bookkeeping to ensure all tasks are completed so that accurate management reporting can be provided.
The bottom line is that our support in this area frees you up to do what you do best!
Compiled, Reviewed and Audited Financial Statements
Lucia & Co. can provide periodic CPA prepared financial statements when needed. We will communicate directly with the requester of the financial statements to determine exactly what is needed. This helps to avoid unnecessary costs incurred in preparing financial statements that are more complex than what is needed.
We can help with financial statements needed for:
- Sale of Business
- Internal Management Use