Your finances managed with clarity and insight.
We are a virtual CFO company who will guide your financial team so you can focus on growing your business with clarity.
Your finances managed with
clarity and insight.
We are a virtual CFO company who will guide your financial team so you can focus on growing your business with clarity.
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Lucid goes beyond numbers, dedicating time and energy to understand the unique dynamics of your business. Our relationship transcends a mere financial transaction between two companies. We revolutionize your financial management with strategic guidance and efficiency. We're Ideal for companies with in-house bookkeepers but lacking CFO/Financial Controller level insight. We guide your team to simplify financial processes and elevate their bookkeeping proficiency. With Lucid, you're investing in a trusted partnership, where the focus is on your financial strategy and growth.
We're not your standard CPA or outsourced bookkeeper.
Financial Team Management
Your financial team works under our oversight and we assist as needed. We also lead weekly meetings and help hire and train new bookkeeping staff.
Process Optimization
Based on your company's unique needs, we tailor your bookkeeping system to ensure that the process is simple, streamlined, and consistent.
Lucid provides unique and individual support.
Bookkeeping Support
We help your bookkeeper understand the work and provide constant support.
Cash Flow Management
We create a yearly budget based on your financial position and ensure maximum profitability.
Monthly Financial Review
We follow a precise month-end closing to make sure every penny is in place.
Custom Financial Reporting
We transform QuickBooks data into customized, tailored reports that provide a clear financial overview.
Lucid provides unique and individual support.
Financial Team Management
Your financial team works under our oversight and we assist as needed. We also lead weekly meetings and help hire and train new bookkeeping staff.
Bookkeeping Support
We help your bookkeeper understand the work and provide constant support via chat, email and phone.
Process Optimization
Based on your company's unique needs, we tailor your bookkeeping system to ensure that the process is simple, streamlined, and consistent.
Our specialty, simplifying complexity.
Examine and audit
financials.
Identify weak points
and create reports.
Formulate action plans
and pricing strategies.
Implement processes
and measurables.
Evaluate goals and
key action points.
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You should know
your bottom line.
Maximize your financial performance with our Custom Power BI Reporting Services. Designed for transparency and ease, we turn complex data into clear, engaging reports. Our focus on interactive, real-time analytics delivers deep insights, enhancing your decision-making for profitable results.
"Struggling with unbalanced books? Nathan saved the day! His meticulous attention to detail and clear explanations brought order to our financial chaos. Fast, efficient, and a pleasure to work with.
Highly recommend!"
Industry: Sub Contractor Position: Owner Name: Nuchem
His meticulous attention to detail.
"My first year of business was a big mess financially. The mess got deeper and deeper until Nathan came on board. He started from scratch and set everything up properly. He oversees all of the finances and works with my bookkeeper to make sure all the books are properly balanced. Any question, he's there to figure it out. Nathan saves me a massive amount of time and money."
Industry: Travel Position: Owner Name: Sol
The advantage of working with him is unbelievable.
"Nathan took me from a rookie to an actual bookkeeper. I didn't have any knowledge in the field and he sat down with me, and explained everything so that I knew exactly what I was doing. He taught me a ton about new software, how to problem solve, how to set up systems to make a company work better. He is very genuine and friendly - I never feel like I'm a burden. "
Industry: Sub Contractor Position: Bookkeeper Name: Chaim
He can come up with a solution for any problem.
"From the first day we hired him, Nathan was fully invested. There's nothing about my business he doesn't know; he took over my financial operation completely and it runs very smoothly. Any question I have, he answers clearly, right away. Since I hired Nathan, I'm able to focus all of my time and energy on running my business. I'm very satisfied with our arrangement."
Industy: Contractor Position: Owner Name: Yanky
I'm able to focus all of my time on running my business.
"The training I got from Nathan is 10x more valuable than any Quickbooks or bookkeeping course. He has the patience to review a process until I get it 100%. Whenever I call him with an issue, he explains the solution step by step and I put down the phone with complete clarity. I understand what I'm doing which helps me do better work."
Industry: Sub Contractor Position: Bookkeeper Name: Yonah
He has the patience to review a process until i get it.
Turning numbers
into narratives:
From numbers
to narratives:
Struggling with unbalanced books? Nathan saved the day! His meticulous attention to detail and clear explanations brought order to our financial chaos. Fast, efficient, and a pleasure to work with. Highly recommend!
Sub Contractor, Owner, Nuchem
Nathan took me from a rookie to an actual bookkeeper. He taught me a ton about new software, how to problem solve, how to set up systems to make a company work better. His mind is very creative - he can come up with a solution for any problem."
Sub Contractor, Bookkeeper, Chaim
From the first day we hired him, Nathan was fully invested. He took over my financial operation completely and it runs very smoothly. Any question I have, he answers clearly, right away. Since I hired Nathan, I'm able to focus all of my time and energy on running my business.
Contractor, Yanky, Owner
The training I got from Nathan is 10x more valuable than any Quickbooks or bookkeeping course. He has the patience to review a process until I get it 100%. Whenever I call him with an issue, he explains the solution step by step and I put down the phone with complete clarity.
Sub Contractor, Yonah, Bookkeeper
My first year of business was a big mess financially. The mess got deeper and deeper until Nathan came on board. He oversees all of the finances and works with my in-house bookkeeper. Any question, any issue, he's there to figure it out. Nathan saves me a massive amount of money.
Travel, Owner, Sol
From numbers
to narratives:
Lets talk numbers
we make it easy to understand.
718.408.5503
Thank you for contacting us.
Thank you for contacting us.
Thank you for contacting us!
Lets talk numbers
we make it easy to understand.
718.408.5503
Thank you for contacting us.
718.408.5503
Schedule a Meeting!
Cash Flow Management
We create a yearly budget based on your financial position and ensure maximum profitability.
Custom Financial Reports
We transform QuickBooks data into customized, tailored reports that provide a clear financial overview.
Monthly Financial Review
We follow a precise month-end closing to make sure every penny is in place.