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Lucerna Financial Solutions provides a wide range of services to individuals and businesses in a variety of industries.
We are passionate about meeting each client’s specific needs in planning for the future and surpassing their goals in an ever-changing financial environment.
Services
Bookkeeping & Accounting
Monthly P&L, Balance Sheet, reconciliation, and financial summaries to keep you audit-ready and cash-aware.
Tax Preparation & Planning
Minimize tax liability and eliminate surprises with proactive strategies and expert filing.
CFO Advisory
Fractional CFO services, including strategic planning, forecasting, and profitability analysis to fuel smart growth.
Financial Reporting & Analysis
Monthly and quarterly insights tailored to show you what's working—and what’s not.
Budgeting & Forecasting
Know your numbers before they happen with real-time budgets and cash flow modeling.
Tax Resolution
Behind on taxes or facing IRS notices? We’ll help you navigate penalties, payment plans, or abatement options.
Work with experts who understand how to develop precise accounting solutions that help
grow your organization and move forward with clarity.
Have highly qualified certified public accountants who can provide accounting solutions that fully optimize tax savings and frees up time for the business owner.
As we help you become more successful, your accounting needs become greater, and we help you scale every step of the way.
Save time training new employees and minimize the turnover cost of employees leaving unexpectedly. We are highly flexible and always ready to work with you.
Have an unbiased party who can honestly review your financial information and provide critical feedback to help you with decision-making.
Flexible pricing packages to fit your needs
We offer tiered service packages designed to match the scale and complexity of your practice.
Essential Solutions
Ideal for practices seeking foundational bookkeeping and tax services. Includes:
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Monthly bookkeeping and financial reporting
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Simple Analysis and KPI tracking
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Annual tax preparation
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Quarterly financial reviews and planning
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2 hours of Adhoc services or tax resolution annually
Contact us for detailed pricing and to determine the best fit for your practice.
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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