Lucida Tax + Accounting Solutions Blog

Is Your Business Ready for Year-End? A Dec. 31 calendar page next to a year-end checklist with items checked off.

Year-End Checklist for Business Owners

Is Your Business Ready for Year-End?What to Do Before Dec. 31Quick answer: Start now. Reconcile...
Calendar page showing October 15 circled in yellow, beside the headline “Barely survived October 15? Let’s make next year’s 401(k) audit easier.”

401(k) Audit Deadline: How to Make Next Year Easier

Missed or barely made the October 15 401(k) audit deadline? Learn what to do now...

Lucida Tax + Accounting Solutions Breaks into IPA Top 300

Lucida Tax + Accounting Solutions ranks #298 in the 2026 INSIDE Public Accounting Top 500...
5 Questions That Could Save Your Business from a Cyberattack: a shield with a padlock and a checkmark on a dark blue background for Cybersecurity Awareness Month

5 Questions That Could Save Your Business from a Cyberattack

One phone call cost a business owner $5,000. Answer these 5 cybersecurity questions to spot...
Lucida accountant explaining the difference between an audit, review, and compilation to a business owner, with three labeled binders on the desk

Audit vs. Review vs. Compilation: Which Financial Statement Service Does Your Business Need?

Audit, review, or compilation? Learn the differences in assurance, cost, and who needs each, so...
Business owners reviewing financial charts with a CPA for Client Advisory Services (CAS)

What Is Client Advisory Services (CAS)? And Why Your Business Needs It 

Client Advisory Services turn your financial data into forward-looking strategy. See what CAS includes and...
Construction contractor reviewing financial statements for a surety bond

What Financial Statements Do You Need to Get a Surety Bond?

Bidding on a big construction job? Learn what sureties look for in your financial statements...
tax accounting solutions Brookfield

Manufacturing Tax Planning: Key Strategies You Should Know

Manufacturing companies operate under a distinct set of federal and Wisconsin state tax rules —...

Stop Doing Busywork: Automate It with ǪuickBooks

How many hours a week does your team spend on repetitive bookkeeping tasks — entering...