LUCA - Mountain Brook, Alabama

Barrett Merrill

I've had the privilege of working with LUCA over the last year. As the founder of an early-stage SaaS company, finding an accounting firm that was both affordable/ startup-friendly, as well as qualified was important to me, and LUCA has proven to be just that and more! I'm grateful for their guidance on several formational decisions, their prudence on bookkeeping, reporting, and tax filing, and perhaps most of all, their extraordinarily relational culture, empathy, and support. 5 stars doesn't do them justice; they are truly an excellent organization worth your business consideration.

Brent Fuhrman

I have known LUCA for many years now. They are a talented group with a focus on the details. Unlike many in their profession who focus singularly on compliance (which is of the utmost importance), they are business people who understand what is required to run a successful business. I would highly recommend them.

Joel Harris

I was referred to LUCA by a client of theirs and after interviewing several firms I chose them to setup my new franchise business. Trey and all of his team have been extremely helpful and responsive as we established the LLC’s, chart of accounts, and SBA loans.

During our first 18 months of operations they have provided considerable advice on streamlining our A/P, vendor invoicing and point-of-sale systems by integrating innovative systems that allow virtual review and approval of invoices, payroll and Accts.

I knew I made the right decision to contract with LUCA when they advised me that I would be eligible for potential tax benefits from the Cares act and ERC that even our franchisor was not aware of!

I HIGHLY recommend Trey, Adam and Meredith to any and all new or existing businesses and persons who want personal and considerate accounting services and advice!

Billy Borland

With their expert advise along with the latest technologies, LUCA helped me streamline my financials (P/L, balance sheets, bank accounts and more) for 2 businesses. They also took a huge load off my shoulders by handling tax filings (local and state) as well as business license renewals. More importantly, they are great people. Whether you are an established business or an emerging company, let these guys take the unproductive work off your desk so you can focus on growth.

Joseph Robison

I worked with Luca HQ over several months last year getting my AL business set up, and they couldn't be more helpful.

As a marketer, I'm terrible at finance and accounting, but the team at LUCA - Trey, Patrick, and the rest of the team - were super helpful and very fast to respond to my email when in dire straits.

For those not in the accounting world, what I've learned is that there's a big difference between going with a CPA who only does your taxes once a year vs a full-service firm like LUCA. The big difference here is that LUCA keeps you humming throughout the year month in and month out.

The most painful part about business setup, especially in a new state, is state business compliance. Many CPA firms and bookkeepers don't offer this but LUCA does, which is a key component.

Definitely recommend connecting with them if you want to make things easier on yourself.

Mary Louise Grogan

LUCA was so helpful in getting my business off the ground. They handled everything efficiently and professionally and in a fraction of the time it would have taken me to do it on my own. They answered all of my questions and helped me plan for the future of my business. Very responsive, knowledgeable, and sound financial advice. I would highly recommend them to anyone!

David B

We reached out to LUCA through QBO and received a response almost immediately! They were able to help us with a complex tax situation that we had no understanding of and get everything filed in a timely manner. All of the people at LUCA answered our questions in an easy to understand and thorough manner and we are thoroughly satisfied with our experience with them. I would recommend them to anyone looking for a solid solution to maintaining your books and keeping your taxes in line!

Anna Nash

I've only been on board with Luca for a few months but already have felt so much relief from having to do financial tasks that are outside of my gift mix as well as bog me down. To be able to focus on what my organization is all about is so freeing as Luca is handling the background stuff! Thanks, Luca!