Lucita
All-in-one accounting for growing businesses
Bookkeeping, tax prep, and year-round planning in one place — so nothing falls through the cracks.
Core accounting needs, one Lucita team
Built for owners who want ongoing support, accurate books, and proactive planning — without juggling three different providers.
Always know where you stand
Monthly books and clear reports give you a real-time view of cash, profit, and obligations.
Tax-ready all year
Clean records and quarterly check-ins mean filing season is confirmation, not catch-up.
Support that scales
Start lean and add depth as you hire, expand, or change entity — without starting over.
What’s included in small business accounting
A complete solution designed to support your business year-round.
Bookkeeping & organization
Monthly books that stay current so you always know where cash stands.
- Transaction categorization & reconciliation
- Accounts payable and receivable
- Expense tracking and sales tax support
- Clear monthly financial reports
Tax prep & planning
Filing and year-round advice so April isn’t a scramble.
- Business and personal return coordination
- Quarterly estimated tax guidance
- Proactive deduction and credit review
- Year-end closing that’s tax-ready
Dedicated Lucita support
One team that knows your business — not a rotating call center.
- Secure portal for docs and messages
- Consistent point of contact
- Financial statement preparation
- Guidance before big business decisions
Stay compliant, save money, move forward
Flat-rate packages keep your books, taxes, and planning connected under one roof.
See Pricing PackagesYour path to simplified accounting
From onboarding to filing season — a rhythm that protects cash and reduces stress.
- 01
Connect your accounts
We onboard your banks, software, and prior records into one organized system.
- 02
Keep books current
Monthly bookkeeping and reconciliations keep your numbers decision-ready.
- 03
Plan through the year
Quarterly reviews surface tax opportunities and cash-flow risks early.
- 04
File with confidence
Tax season is smoother because the books and plan are already in place.
Add what your business needs next
Frequently asked questions
Growing businesses that want ongoing bookkeeping, tax preparation, and planning in one place — without juggling multiple providers.
No. Tax prep is one piece. Small business accounting also includes bookkeeping, reporting, planning, and year-round support.
Yes. It’s designed so your books, estimates, and filings stay connected under one Lucita team.
We offer flat-rate monthly packages so you know what to expect. View packages online or book a consultation for a fit check.
Schedule a free consultation. We’ll learn about your business and recommend the right package and next steps.
Ready for accounting that grows with you?
Book a free consultation or choose a flat-rate package and start with clean books.