Coeurbridge is your small business operational accounting support that keeps you compliant with accounting, bookkeeping, state, local tax, and non 1040 tax submissions.
Our bookkeeping and accounting staff has an average of over 20 years of experience. From bookkeeping and payroll to education and mentoring services, we help give you peace of mind that your books are clean, current, and can be used for solid decision-making in your company.
Lucy’s areas of expertise are as follows:
- Strong financial analytical and problem-solving skills, high attention to detail, pride in data accuracy & ability to communicate clearly, concisely, and professionally.
- Extensive experience in Tax software: CCH ProSystem, CCH Access, Lacerte, TaxWise, and Drake.MS Office suite, SQL server, and Quick books. Quick learner and adaptive working digitally.
The Francis Group, PLLC is a boutique tax and personal accounting firm that provides personalized services to individuals and family groups with complicated tax and financial situations. We have expertise in navigating the tax implications of alternative investments, unique compensation structures, rental real estate, foreign reporting, trust and estate accounting and multi-state income streams. We work closely with your wealth advisors and attorneys to support your financial and estate planning goals.