LUCA

Accountant

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About us

LUCA is an accounting back office and CFO service for growing businesses. Our team integrates modern workflows with cloud-based accounting software to provide robust financial operations for companies looking for the most efficient way to tackle bookkeeping, accounting, compliance, and decision support needs. We work with a range of businesses, from startups to growing franchises.

Today, we are serving business owners by applying those contributions in the quickly-evolving landscape of management and accounting technologies. Our team embodies the same spirit of innovative and integrated thinking, applied in the 21st century, for the benefit of the modern growth business.

Affiliations

American Institute of CPAs
Chartered Global Management Accountants

Meet the team

LUCA advisors: 12 - Xero certifications: 18

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Katy Gelenski

Tax Specialist

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
Xero Migration

Has training and expertise in switching clients to Xero.
1 year Xerocon attendance

LUCA: Bank experience

Clients of LUCA connect to a range of banks via Xero. LUCA specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

American Express (US)
Bank of America (US)
Brex (US)
Capital One (US)
Chase Bank (US)
First Citizens Bank (SC\, GA) - Bank
Mercury
Oakworth Capital Bank
PayPal
Regions Bank
Relay Financial
Servis 1st Bank (US)
SouthState (US)
Stripe
Synovus Gateway (US)
Truist (Formerly BB&T) Business Bank
Truist (US)
Wells Fargo (US)

LUCA: Industry experience

LUCA works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served

Accommodation and hospitality
Manufacturing
Marketing, advertising and consulting
Professional services
Real estate and hiring services
Repairs and personal services

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LUCA : App experience

LUCA serves clients who use 10 different apps that connect and integrate with Xero.

Connected apps

New to Xero? LUCA can help

Xero is beautiful online accounting software for smaller businesses. LUCA can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

4 Years Xerocon Attendance ?

The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
Partner since 2015

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.