Business Details
Expert Accounting & Financial Operations for Growing Businesses
At LUCA HQ Financial Advisors, we specialize in delivering comprehensive accounting and financial operations solutions tailored to the needs of modern businesses. Our team combines cutting-edge technology with personalized service to streamline bookkeeping, reporting, compliance, and strategic financial planning. With expertise in sales tax, corporate tax, business license compliance, and launch services, we empower clients to focus on growth while we handle complex financial workflows.Our mission is to equip growing businesses with the tools and insights needed to achieve long-term success. Founded on principles of transparency, expertise, and client-centric service, we serve diverse industries including e-commerce, SaaS, retail, and nonprofits. Our commitment to operational excellence and continuous innovation ensures clients receive actionable financial intelligence and stress-free compliance management.
Services
Bookkeeping
Tax Compliance
CFO Advisory
Business Launch
Payroll Services
Highlights and features
- We offer a dedicated team of certified accounting professionals with industry-specific expertise.
- Our tech-savvy approach integrates automation with personalized financial insights.
- We provide proactive compliance management to prevent costly errors and delays.
- Our client-centric model prioritizes transparency, responsiveness, and long-term partnerships.
- We deliver actionable financial reports that improve cash flow visibility and strategic planning.
Associations and certifications
- Xero Advisor
- QuickBooks Online ProAdvisor
What people say
Responsive and knowledgeable
Stress-free compliance
Proactive financial insights
Expert tax advice
Streamlined workflows
Services
Bookkeeping
Our bookkeeping services ensure accurate, up-to-date financial records through automated systems and expert human oversight. We categorize transactions, reconcile accounts, and deliver monthly financial statements to improve cash flow visibility. Clients benefit from streamlined workflows that reduce errors and save time, allowing them to focus on core business activities.
Tax Compliance
We manage sales tax, corporate tax, and business license compliance to ensure timely filings and regulatory adherence. Our team tracks evolving state and local requirements, minimizing audit risks while maximizing tax-saving opportunities. Clients receive proactive guidance to navigate complex compliance landscapes with confidence and avoid costly penalties.
CFO Advisory
Our CFO advisory services provide strategic financial insights for business growth and operational efficiency. We develop budgets, cash flow forecasts, and performance metrics tailored to client goals. By combining industry expertise with real-time data analysis, we help businesses make informed decisions that drive profitability and long-term success.
Business Launch
We simplify business formation with comprehensive launch services including entity setup, tax registration, and compliance planning. Our team streamlines LLC creation, SBA loan processing, and accounting system implementation for new ventures. Clients receive expert guidance to establish strong financial foundations and avoid common startup pitfalls.
Payroll Services
Our payroll solutions handle employee and contractor payments, tax filings, and benefits administration through digital platforms. We ensure compliance with labor laws while simplifying onboarding, time tracking, and year-end reporting. Clients benefit from paperless workflows that reduce administrative burdens and improve payroll accuracy.
People
Trey Fulmer
Director of Client Services
Trey leads client services with over 15 years of experience in accounting and financial operations. He specializes in helping growing businesses optimize financial workflows and implement scalable solutions.
Melanie Shores
Director of Finance
Melanie oversees financial strategy with expertise in budgeting and operational efficiency. She has helped hundreds of businesses improve cash flow management and long-term financial planning.
Katy Stiles
Senior Tax Specialist
Katy specializes in tax compliance and advisory services. With CPA certification and extensive experience, she helps clients navigate complex tax regulations while minimizing liabilities.
Adam Smith
Controller
Adam manages accounting operations with a focus on accuracy and compliance. He brings deep expertise in financial reporting and system integrations for mid-sized businesses.
Meredith Plaxco
Financial Operations Specialist
Meredith supports clients with bookkeeping and process optimization. Her background in financial operations helps businesses streamline workflows and improve reporting efficiency.
Questions
Can you help my accounting team be more efficient?
Yes, we partner with existing teams to improve workflows, implement automation, and deliver efficiency gains through strategic collaboration.
Do you work with specific accounting systems?
We specialize in Xero, QuickBooks, and other cloud platforms, with certifications as Xero Advisors and QuickBooks ProAdvisors.
Will you work with my current CPA?
Absolutely. We collaborate seamlessly with external CPAs to ensure comprehensive financial management and compliance.
What industries do you focus on?
We serve e-commerce, SaaS, retail, restaurants, service providers, and nonprofits with tailored financial solutions.
Can you help set up a new business?
Yes, our Launch service specializes in entity formation, tax registration, and financial system setup for startups.
Where is your team based?
Our headquarters are in Birmingham, AL, with team members across the United States supporting clients nationwide.
