Your Practice. Your Growth. Our Expertise.
Integrated Financial Services for Professional Practices
Complete, scalable solutions so you can focus on your clients, not your numbers.
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.
Partner with Lucerna Financial Solutions for clarity and control.
Stop relying on outdated spreadsheets and reactive decision-making.
Accountants for all businesses
Whether you are a law firm, therapy clinic, or dental office, Lucerna Financial Solutions provides the financial insight and guidance you need to scale with confidence.
95%
clients report increased financial confidence within 3 months
100+
Businesses served annually
20+ys
Combined experience in the field
Discover how we help you focus on clients—not your books.
Bookkeeping & Accounting
Stay financially organized with expert bookkeeping and accounting tailored for service-based businesses. We provide clear, accurate reporting of income and expenses, along with quarterly strategy meetings to help you understand your numbers, identify trends, and make smarter decisions.
Tax Strategy & Preparation
More than just tax preparation - we help you build a long-term strategy. Our team delivers accurate, timely returns and proactive tax planning designed to legally minimize your tax liability. Reduce or eliminate your tax burden for years to come with guidance you can trust.
Fractional CFO Services
Financial leadership for growth-focused businesses. Our Fractional CFO service provides strategic insights, performance tracking, and financial clarity. Includes monthly strategy sessions to align your financial goals with day-to-day operations and long-term planning.
Budgeting & Forecasting
A clear financial roadmap for your business. Our budgeting and forecasting services help you plan for seasonality, manage cash flow, and align your goals with financial realities. Designed for professional services providers looking to grow with intention and control.
Lucerna's deep industry knowledge ensures our financial strategies align with unique challenges and opportunities within your profession.
Navigate trust accounting, manage client funds, and maintain compliance with ease.
Streamline billing, track insurance reimbursements, and focus on client care.
Optimize cash flow, manage equipment financing, and plan for practice expansion.
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