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Founded in 2021, Lucerna began with a single mission: to remove the guesswork from financial decision-making for busy professionals.
We understand your world—billable hours, client care, and compliance—and we help you thrive in it.
Why Lucerna?
Latin for "lantern," Lucerna represents our goal: to shine a light on your finances so you can
move forward with clarity.
Our Mission
At Lucerna Financial Solutions, we are committed to empowering professional service firms with
comprehensive financial solutions that illuminate the path to growth and stability. By seamlessly
integrating bookkeeping, tax strategy, and CFO advisory, we enable our clients to focus on what
they do best while we ensure their financial success.
Our Vision
Our vision is to lead the transformation of financial services for professional service firms,
combining trust and precision with measurable impact. By offering integrated, high-value
solutions, we strive to ensure every client experiences improved financial performance and
enhanced strategic decision-making, setting them on a path to sustainable success.
Brandon is incredibly knowledgeable and helped us organize our financials in a way that made sense for our practice. His insights have been invaluable.
Sarah L.
Law Firm Partner
Working with Lucerna has been a game-changer. Their strategic approach to our finances has
allowed us to focus more on patient care and less on numbers.
Dr. Michael T.
Dental Practice Partner
The team at Lucerna provided exceptional service. They took the time to understand our needs
and delivered solutions that exceeded our expectations.
Emily R.
Licensed Therapist
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