From Bookkeeper or Business Manager to Director of Finance and Operations and Comptroller: I’ve supervised or carried out all manner of bookkeeping and accounting for small business - except for the corporate tax filing.

Having worked in many positions, for many different organizations, one thing has remained consistent:  taking great satisfaction in having the integrated operational solutions that enable the joy of creating reports with ease and the fun of analysis for your strategic planning!

 

I worked alongside Lucia and was continually impressed at how shipshape she had the finances of the business. Lucia is also extremely thoughtful and conscientious, and always doing what she can to take care of the customers and the employees. - KR

Lucia is like a business partner with a depth of experience and knowledge. Solid bookkeeping practices, dependable, trustworthy and has my best interests in mind. - JF

Having worked with her for years I can honestly say that Lucia is extremely patient, compassionate and honest. She does an excellent job of making the complex and intimidating seem less so. Lucia is a good listener regarding what I am trying to learn or achieve or put into place and she brings a real enthusiasm for what she is teaching and helping me implement. -DG

 

Lucia provided me with mentorship that helped me transform an $80k deficit into an over $80k profit in just six months! Now that's effective. - AN (Credited to revenue stream analysis and reallocation of resources)

 

The first word that comes to mind when I think of Lucia is "relief". Relieved that I did not need to do the work knowing that she, my extremely competent bookkeeper, was taking care of it. - TH

 

Primarily what Lucia gives me is peace of mind and the ability to focus on the work that generates the income to pay her.The peace of mind thing is HUGE. I know I can trust that she'll do a WAY better job than me because she's simply better at accounting than I am. PLUS I know her to be thorough, hardworking and to have integrity. (The fact that our values are similar is a huge bonus). -CS

 

The work Lucia does for me provides the confidence that I will receive accurate financial statements for my clients. I can then focus on the actual tax preparation and consulting with my clients. - DZ

 

When I ask for Lucia’s help, I find that I can breathe, I can do what I love to do without holding back. I can move on without feeling guilty for not being somebody who can easily handle my finances.  Lucia gives me a sense of trust. I know I can trust that she has my best interests at heart and that she’ll probe to find ways to help me express what I need (and don't need) when it's not clear to me. I feel that she knows me and has empathy for me in much the same way I empathize with my own psychotherapy clients. - SM

 

I've worked with Lucia for a few years and she handles all of my bookkeeping needs. She is very communicative, has strong attention to detail, and gets things done quickly. Working with Lucia has allowed me to better manage my business and gain financial insight that I never had before. As a small business owner I rely on her for all my bookkeeping needs, you should too! - JM