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

View Pricing

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

View Pricing

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

View Pricing

Payroll & Benefits

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

View Pricing

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

View Pricing

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

View Pricing

CFO Advisory

Affordable Business Assessment. Highly Skilled Individuals. Exit Strategies and Execution. If your business is faced with financial complexity, is looking to exit, or grow through acquisition, please contact us.

Financial Operations Assessments

Tax, Budgeting, Forecasting & Modeling

Mergers & Acquisitions

Capital Raising & Financing

Strategic Planning

Business Intelligence, KPIs & Dashboards

Banking, Board & Investor Relations

Business Strategy

View Pricing

Professional Employer Organization (LucaPEO)

Simplify your business launch, and partner with LucaPEO. A simplified, co-employment relationship, where you maintain all employee control.

We will serve as the employer of record, providing all necessary payroll and benefit service solutions. We will also provide beneficial pricing on workers compensation, general liability, and other insurances your business may need.

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

Payroll & Benefits

Vendor Payables & Expense Management

Revenue, Billing & Collections

Payroll & Benefits

Vendor Payables & Expense Management

Revenue, Billing & Collections

CFO Advisory

Professional Employer Organization (LucaPEO)

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

Payroll & Benefits

Vendor Payables & Expense Management

Revenue, Billing & Collections

CFO Advisory

Professional Employer Organization (LucaPEO)

company

company

CORE Services

CORE SERVICES

additional SERVICES

ADDITIONAL SERVICES

SPECIALTY SERVICES

SPECIALTY SERVICES