Financial operations for your unique business. All in one place.

Receive clean financial data, peace of mind, and easy-to-access reporting.

Payroll & Benefits

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Full, end-to-end, payroll service offerings.

Employee onboarding into one of our preferred platforms

Includes complete payroll management (wage garnishments, child support, & other deductions

24 hour employee direct deposit, or remote check procssing

All quarterly and annual payroll filings, including W2s

Employee online portal access for viewing paystubs

Automatic deductions and filings, direct deposits, W2s and 1099s

Mobile employee time-tracking, for hourly employees

Job costing

Benefit onboarding assistance (health, dental, automatics savings, 401ks and more

Month-end account reconciliations

Full Technology Applicaction Review & Implementation

Inherited Segregation of Duties

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Vendor Payables & Expense Management

Vendor creation and management

Cloud-based vendor invoice retention

Automated, seemless management approvals

Automated ACH, wire or remote check distribution

Other expense transaction bank imports

Credit card transaction import and management

Expense classification (financial + tax)

Employee expense reimbursements

Fixed asset coding, tracking & depreciation

Sales tax processing & filing management

Short & Long-Term Debt Management

Month-end account reconciliations

Full Technology Application Review & Implementation

Inherited Segregation of Duties

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Revenue, Billing & Collections

Proposal, quoting through customer invoice creation

Creation of customized customer templates

Automated invoice creation for clients

Speedy direct payments via ACH, credit card or PayPal

Automated client payment reminders, including month-end statements

Client collection outreach

Bank transaction imports

Item Management for proper revenue recognition

E-commerce, POS Implementation (ie Stripe, Square, Shopify)

Month-end account reconciliations

Full Technology Application Review & Implementation

Inherited Segregation of Duties

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Tax Preparation

All monthly recurring client plans include tax return preparation. Our ongoing service relationship introduces synergies your business has not experienced before. Forms 1120 - 1120S - 1065 - 1040 - Schedules C… D… and E, don’t fret. Our CPA lead-team of experts will keep you in compliance.

Individual Fed + State

Personal Returns, including Federal and One State

Individual + Sole Prop Filings

For personal returns, including Schedule C(includes one state)

Business Filing

For partnerships, S-Corp and C-Corp returns

Business + Personal

For personal and business returns, including up to two state-returns

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Business Org Setup

Startup services, including consultation and completion of initial organizational documents. Includes evaluating the ideal operating structure, EIN creation and all required incorporation documents.

Registered agent filings

State Incorporation Document Creation

Subsequent IRS form submissions (ie Form 2553 S-Corp Conversions, & others)

Proper EIN registration with the IRS

Business type consultation (ie sole prop, LLC, S-Corp & More

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LucaRETRO

Are your financials delinquent or incomplete? Our team will bring them up to date, sanitize and organize any delinquencies. Once current, your continued partnership with GoLuca will ensure clean and optimized financials in all future periods.

Pre cutover review of your trial balance

Evaluation of completeness and accuracy of all aspects of your financial reporting

Vendor invoice and expense review delinquencies

Payroll and benefit reporting review

Customer invoicing, revenue and collection outreach

Financial operations for your unique business. All in one place.

Payroll & Benefits

Vendor Payables & Expense Management

Revenue, Billing & Collections

Tax Preparation

Individual Fed + State

Individual + Sole Prop Filings

Business Filing

Business + Personal

Business Org Setup

LucaRETRO

company

CORE Services

ADDITIONAL SERVICES

SPECIALTY SERVICES

Financial operations for your unique business. All in one place.

Payroll & Benefits

Vendor Payables & Expense Management

Revenue, Billing & Collections

Tax Preparation

Individual Fed + State

Individual + Sole Prop Filings

Business Filing

Business + Personal

Business Org Setup

LucaRETRO

company

company

CORE Services

CORE SERVICES

additional SERVICES

ADDITIONAL SERVICES

SPECIALTY SERVICES

SPECIALTY SERVICES