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We've shared some of our most frequently asked questions to help you out.
Recurring Client Services
Most bookkeeping service offerings still require you to maintain internal staff to serve various accounting functions. Their service offerings are often limited, offering transactional coding, or month-end or periodic reviews. We provide start-to-finish services.
Yes, you can. We will import and record all transactions made outside of standard payables processing. With that said, we will streamline and operate your vendor and expense management process, so you don't have to!
Nope! Once you're onboarded, our team will handle all transactional workflow inputs. We already adopt best-in-class tools, which will make bill pay easy for owners and their management teams.
Yes, if you're behind on your books, we will onboard you with a committed cutover date. Depending on your needs, our team will work to clean up your retrospective financials (LucaRetro fees are quoted separate to recurring monthly client service fees).
Nope! Our comprehensive, end-to-end client service offerings take payroll onboarding, offboarding, and processing off your plate... including benefits enrollment!
For clients that meet the minimum annual service agreement, we complete your business and owner tax returns (Federal and State) as part of the recurring client fee arrangement.
Absolutely. Our professional fees are tax deductible.
General - Other
By default, our services will produce monthly financials using the cash method. If your business requires accrual accounting, that is including in our recurring client fee arrangement. This will be determined on your onboarding call.
No worries. We will handle all tax notices with the IRS, State and Local tax agencies. Remember....we're a full-service FaaS provider. When we say we are your back office, we mean it.