We work with individuals, families, and small businesses who are ready to bring clarity and structure to their financial lives. Whether you’re running a creative business, managing household finances, or juggling multiple income streams, we tailor our services to your unique needs—with an emphasis on long-term collaboration.

We provide controller-level bookkeeping, payroll coordination (including 1099 filings), AP/AR management, sales tax filings, and financial reporting. We also offer fractional CFO services, proactive tax planning, and daily money management for clients seeking hands-on financial organization.

As an Enrolled Agent, Lucas is also authorized to represent clients in front of the IRS—whether that’s handling notices, supporting audit responses, or resolving tax account issues when they arise.

An Enrolled Agent (EA) is a federally licensed tax practitioner authorized by the IRS to represent taxpayers in all matters—audits, collections, and appeals. Lucas is an Enrolled Agent with a master's degree in taxation and a practice grounded in financial operations, tax strategy, and forecasting. 

While CPAs often focus on audits or financial assurance, we focus on helping clients stay compliant, plan ahead, and make smart financial decisions throughout the year. We also regularly collaborate with CPAs, attorneys, and investment advisors to ensure your financial picture is cohesive and complete.

Where a financial advisor might guide you on where to invest, we help assess liquidity, track performance, and build systems that support your real-world goals. We're here to connect the dots—across compliance, operations, and planning. We regularly collaborate with CPAs, investment advisors, and attorneys to ensure your financial story is cohesive and complete. While an advisor might suggest how to invest, we help you assess liquidity, monitor performance, and ensure your systems support your real-world goals.

We’re here to connect the dots—across compliance, operations, and planning.

Controller-level work means we don’t just enter transactions—we build and maintain a reliable financial foundation. That includes reconciliations, documentation systems, financial reporting, internal controls, and making sure your books reflect business reality. This level of precision supports tax filings, audits, lender requests, and better planning.

For most businesses, monthly support—including reconciliations, payroll coordination (with 1099s), and year-end tax filing—starts around $550/month. That includes clean books, reliable reporting, and proactive communication to help you stay ahead.

If your operations are simpler or seasonal, we’re happy to tailor a more streamlined package. The goal is to match the scope of work to your actual needs—no more, no less.

We’re small on purpose—so you get direct access, consistency, and thoughtful follow-through. Our work blends rigor with what we call “fiscal therapy”—we don’t just report the numbers, we help you to understand them.

Unlike many firms, we don’t push templated solutions. We learn your business, anticipate your blind spots, and partner with you to build processes that support your goals—not just compliance.

Yes. Entity selection has real tax and cash flow implications, and we help clients assess when an S-Corp election, an LLC, or even just a DBA makes financial sense. We can also handle the filings and implement payroll systems that align with the new setup.

The name is a nod to my family's long line of accountants—my great-grandfather, grandfather, uncle, and father were all in the profession. While this practice is my own, I carry forward their values: integrity, precision, and long-term thinking.

“& Father” also reflects a broader principle: financial systems should be built to last—and built to be handed off. Whether you're passing down a business, preparing for a new life stage, or just trying to stay organized, I believe in creating structures that others can step into with confidence.