The Starting Point
It’s a simple process of getting to know you. What do you want to accomplish in a set timeframe and how much risk do you want to take to help get you there? We take the time to learn about your needs and interests and then determine what types of support you need, what profit refinement strategies will best serve you, and how we can best leverage taxes to your advantage.
- Step 1 – Client Interview
In this meeting we begin to understand your goals and what is important to you.
- Step 2 – Engagement
At this stage you agree to become a client of Lucke & Associates.
- Step 3 – Comprehensive Review
This phase reviews the details of your financial business and personal records; financial statements, tax returns, retirement accounts, investments, trusts and life insurance.
- Step 4 – Goal Setting
Here we set your goals and develop an understanding of what we need to do to help you move closer to or exceed your objectives. This is where the Business LifeCycle becomes an important part of the process. It help both us and you better understand what kind of timeframe exists, as well as what needs to occur to get you to your goal.
- Step 5 – Plan and Implementation
Our plan is finalized and the implementation process begins. We ensure your accounting, tax, payroll, and financial reporting is running smoothly with a set schedule, as well as begin the trusted advisor relationship that will significantly add value over time.
- Step 6 – Ongoing Communication
We meet as needed to review plan progress and changes in your needs.
“Open” Client Relationships
We tell our clients what they need to hear. Ultimately it is our client’s decision on what steps to take, but our role as your accountant and advisor is to empower you with the information needed to make the best decision possible. If we disagree with your decision we will still support your efforts, but we will tell you our opinions and work with you to help produce the best possible outcome we can.