Starter · For small service businesses in the US
ex-EY · QuickBooks ProAdvisor
$500/mo
Your books, closed and reconciled every month.
For service businesses in the US on QuickBooks Online with simple books. One accountant closes your month, reconciles your accounts and tells you in a few lines what changed.
Month to month · No card · English & Spanish
What a month looks like
Your month, from the bank feed to the summary.
Every transaction categorized, banks and cards reconciled, the month closed against a checklist, and a few lines on what changed. The figures are sample data; the work is the same your books get.
What Starter includes
Word for word, what the agreement says.
No fine print further down. If a line is not here, Starter does not include it.
- Monthly bookkeeping with every transaction categorized, up to about 100 bank and card transactions a month
- Month end close with a documented checklist
- Bank and credit card reconciliation every month
- Monthly statements: profit and loss and balance sheet
- A short monthly summary of what changed
- Client portal with live reports, documents, messaging, and Ask Luca
- Questions answered in the portal within two business days, no meetings required
What it leaves out
Starter is the books. The rest starts one size up.
The weekly cash forecast and the full written report
From Essentials, $1,200 a month.
Invoices sent and bills paid for you
From Core, $1,750 a month.
Is Starter your size?
It fits when the books are simple.
- Up to about 100 bank and card transactions a month
- One or two bank accounts or credit cards
- You send your own invoices and pay your own bills, and there are only a handful
- A service business in the US, on QuickBooks Online
If your books are bigger than that, Adriel tells you on the call which size fits, before you sign anything.
If the books are behind
Getting current is a one time job.
On Starter, a cleanup typically runs $500 to $1,000. It is quoted after looking at your books, and paid once.
Founding terms
The first ten companies.
The price you sign is the price you keep for as long as you stay, and the cleanup runs at half price. When the ten are in, the intake closes.
Tax season
Get to January with the books ready.
Luca does not file taxes. Your tax preparer keeps doing that, and in January gets books that were closed month by month, with the year's profit and loss and balance sheet ready.
Adriel Kornschuh
Accountant and founder of Luca. Formerly at EY, Intuit QuickBooks ProAdvisor certified.
Works US Eastern hours, in English and Spanish. The person who closes your books is the one who answers you.
Questions
No. The work happens inside the QuickBooks Online you already pay for. It stays in your name, and you keep full access the whole time.
Talk to the accountant who will run your books.
Twenty minutes with Adriel. He looks at where you are and tells you whether Starter fits. No commitment, no card.
Month to month. Leave any month and keep your QuickBooks and every report.