Lucerna Financial Solutions LLC

State:

Highland Heights, Ohio

Served languages:

English

Category:

Accountant, Bookkeeper, Fractional CFO

Services:

Bank Reconciliation, Board & Investor Relations, Bookkeeping, Budgeting & Forecasting, Business Tax Prep, Cash Flow Management, Financial Modeling, Financial Reporting, Financial Strategy Development, Financial Systems Implementation, Individual Tax Prep, Process Optimization, R&D Tax Credits, Risk Management, Sales Tax, Tax Planning & Strategy, Tax Resolution & IRS Representation

Specialty:

Growing Companies ($1M-$10M), HENRYs (High Earners Not Rich Yet), K1 Partnership Income, Multi-state Returns, Pre-revenue Startups, Professional Service Firms, Professors & Educators, Real Estate Investors, SMB Owners, Solopreneurs, VC Backed Startups

Industry:

Advertising & Marketing, Consulting, Dental, Healthcare, Hospitality, Insurance, Legal, Medical, Professional Services, Real Estate, Technology & Software