LUCA

We're sure about one thing: amazing client experiences come from amazing team members. We've been fortunate through the years to have many wonderful people join our LUCA family and continue living out our mission. We're excited to start 2025 by introducing you to FOUR new team members! Meet: - Cliff Austin, CPA - Mallie Miller, CPA - Kristi Bratton, CPA - Amy Cross Get to know our new folks! Cliff Austin, CPA Senior Tax Advisor - Auburn and UAB Alum ???? - Golf fanatic and personal finance nerd ?? - Elite 3 putter! ??? Mallie Miller, CPA Senior Tax Specialist - Loves to travel ?? - Avid reader ?? - Weirdly good at archery ?? Kristi Bratton, CPA Controller - Right-handed, yet eats and writes lefty ? - She has been with her husband since they were 15! ?? - Took Calculus 3 as a voluntary elective in college ?? Amy Cross Controller - She is a musician in her free time ?? - Conversational in Haitian Creole ???? - Really good at claw machines ??? Welcome to the team! #MeetTheTeam #welcome

As we are nearly one month into the new year already, it’s a great time to pause and evaluate how things are going. Did you set goals for the year? Either personally or for the business. Too often, New Year’s resolutions start out strong, but die out sometime around late January or February. What’s the difference in hitting goals vs missing them? It’s all about developing a habit. Think about what you want, and then try to think what it would look like to turn that into a habit. Success in business is not about some big massive change. It’s steady progress in the same direction. Your financial data should help point you in that direction, allowing you to make profit a habit. Want help in making profit a habit? Head here for a business financial checkup: https://hubs.la/Q033jB0R0

We will meet you where you are. Your business is a journey. It’s an effort to make improvements steadily day by day, month by month. Wherever you are on that journey, there are financial needs that can provide a vision of what that next stage looks like. At LUCA, we meet businesses where they are and have customized packages for each specific level of business. Check out how that works here: https://hubs.la/Q033jw1j0

At LUCA, we are all about relationships. We want to partner with entrepreneurs, providing guidance as you grow. In order for us to have that face-to-face focus, we have to be very efficient in the day to day transactions. That’s why we are always staying up to date with technology and have a steadily growing list of trusted tools. Check out our preferred tech stack here: https://hubs.la/Q032sH6J0

At LUCA, our goal is to come alongside business owners as a trusted partner, providing the data to back up your vision. If you’re feeling overwhelmed thinking about 2024 taxes, or falling behind in your reporting, we’d love to chat and see if we can help. Check out how we help: https://hubs.la/Q032sGHC0

As a founder, your financial reports should be a scorecard aligning with your goals. Too often, business financials aren’t even helpful because they are too late, or too unorganized to make sense of. So how can you find clarity and focus in your financials? First, turn your goals into KPIs. Rather than looking at hundreds of data points, drill down into the 4-6 metrics that are truly going to move the needle for results. Second, make sure you have a data-driven plan to achieve your goals. Your financial targets shouldn’t just be numbers in a spreadsheet. You should have a clear roadmap to getting there. Then, as you look through your financial reports each month, you’ll have a direct insight into the health of your business. Learn more about how we approach KPIs and financial reporting here: https://hubs.la/Q031584W0

Do you have goals in place for your business in 2025? Most of us do, but the key to success with goals is accountability. Do you have a system in place to compare your goals with actuals throughout the year? This type of feedback is what allows great companies to grow with predictability, and see cash crunches before they come. Want to learn more about how to ground your goals in data-driven reality? Check out how we help here: https://hubs.la/Q031rQSM0

Does your business have a bias for action? Taking bold action, with purposeful direction is how businesses take big steps forward. But in order to aggressively grow, you have to have a strong foundation in place. In this blog post, we talk through how your financial strategy should lead to action and accountability. Check it out here: https://hubs.la/Q03154ky0

As your company scales, financial complexity grows exponentially. But hiring a full-time CFO might not be feasible or necessary yet. That's where fractional CFO services come in. A fractional CFO can provide: Tailored financial insights: Get actionable financials that tell the story behind the numbers, aligned with your business objectives. Technology integration: Leverage best-of-breed tools and tight integrations for improved customer experience and team performance. Expert guidance: Access on-demand expertise for various financial challenges, from data needs to acquisition opportunities. Scalable solutions: Choose from light, standard, or heavy engagement levels based on your company's stage and needs. Financial maturity: Develop budgets, cash flow models, and board meeting support as your business grows. Whether you're a startup looking to set up right or a high-traction business needing metrics and infrastructure, a fractional CFO can provide the financial leadership you need without the full-time cost. Learn more here: https://hubs.la/Q02_Nhjt0 #FractionalCFO #BusinessGrowth #FinancialStrategy #Startups

From our team to you and your loved ones, we wish you a very Merry Christmas and a Happy New Year. Thank you for allowing us the opportunity to serve you this year. We can't wait to see what 2025 holds for us all! #MerryChristmas #HappyNewYear