Business Details
Trusted Accounting & Financial Operations Solutions
At LUCA, we specialize in delivering tech-enabled accounting and financial operations services tailored to modern businesses. Our approach combines cutting-edge software with a dedicated team of accounting professionals to streamline financial processes, enhance accuracy, and provide actionable insights. With expertise in bookkeeping, tax compliance, financial reporting, and strategic advisory, we empower businesses to focus on growth while we handle complex financial tasks.Our commitment to innovation, transparency, and personalized service has earned us a reputation as a trusted partner for companies seeking efficient, scalable financial solutions. We pride ourselves on understanding the unique challenges of growing businesses and leveraging our industry knowledge to deliver results-driven support.
Services
Bookkeeping
Reporting
Sales Tax
Corporate Tax
Business License Compliance
Launch Services
Financial Ops Checkup
CFO Advisory
Highlights and features
- Certified Xero Advisors and QuickBooks Online ProAdvisors with industry-specific expertise
- Tech-savvy team delivering proactive financial insights and automation
- Proven track record in e-commerce, SaaS, and franchise industries
- Personalized support with a focus on business growth and efficiency
- Transparent processes and commitment to client education
Associations and certifications
- Xero Advisor
- QuickBooks Online ProAdvisor
What people say
Expert advice
Responsive team
Streamline financials
Stress-free taxes
Increased savings
Services
Bookkeeping
Our bookkeeping services ensure accurate, up-to-date financial records through automated systems and expert categorization. We handle transaction processing, financial statement preparation, and reconciliation to maintain a clear audit trail. Clients benefit from timely reporting and reduced administrative burdens, allowing them to focus on strategic decision-making.
Tax Compliance
We specialize in sales tax, corporate tax, and business license compliance to minimize regulatory risks. Our team stays current with evolving tax laws to ensure timely filings and renewals. Clients receive proactive guidance on tax-saving opportunities and compliance strategies tailored to their industry requirements.
Financial Ops Checkup
This service provides a comprehensive review of financial operations to identify inefficiencies and implement improvements. We analyze workflows, recommend automation tools, and optimize processes for better cash flow and scalability. Businesses gain actionable insights to enhance financial performance and operational agility.
CFO Advisory
Our CFO advisory services offer strategic financial guidance for growth-oriented businesses. We assist with budgeting, forecasting, and cash flow management while aligning financial strategies with business goals. Clients receive expert analysis and recommendations to drive sustainable growth and profitability.
Payroll & HR
We provide full-service payroll processing and HR support, including tax filings, benefits management, and compliance. Our digital solutions streamline employee onboarding, time tracking, and PTO management. Businesses benefit from accurate, efficient payroll processing and reduced administrative complexity.
People
Trey Fulmer
Director of Client Services
Trey leads client services with a focus on delivering personalized financial solutions. He specializes in helping businesses streamline operations through technology and process optimization.
Melanie Shores
Director of Finance
As Director of Finance, Melanie oversees financial strategy and operations. She brings extensive experience in accounting and finance leadership for growing businesses.
Kaitlin Pridemore
Financial Operations Specialist
Kaitlin specializes in financial operations, providing detailed support for bookkeeping and compliance. She focuses on accuracy and efficiency in financial processes.
Erin Waldron
Controller
Erin manages accounting operations with expertise in financial reporting and compliance. She ensures high standards of accuracy and regulatory adherence for clients.
Katy Stiles
Senior Tax Specialist
Katy specializes in tax services, offering strategic guidance on compliance and optimization. Her expertise helps businesses navigate complex tax requirements effectively.
Questions
Can you help my accounting team be more efficient?
Yes, we partner with businesses to enhance team efficiency through process optimization and technology integration.
Do you work with specific accounting systems?
We specialize in Xero, QuickBooks, and other cloud platforms as a certified Xero Advisor and QuickBooks ProAdvisor.
Will you collaborate with my current CPA?
Absolutely, we work seamlessly with external CPAs to ensure comprehensive financial support.
What industries do you serve?
We focus on e-commerce, SaaS, franchises, service providers, restaurants, and retail businesses.
Can you help set up a new business?
Yes, our Launch service specializes in setting up financial systems for new businesses.
Where is your team based?
Our headquarters are in Birmingham, AL, with team members across the United States.
