We bring the expertise and objective insight you need to gain an inclusive understanding of your challenges and opportunities.
After years of experience working closely with hundreds of companies in all business lifecycle phases, Hobe & Lucas knows what works and what doesn’t. More importantly, we know why. We bring the expertise and objective insight you need to gain an inclusive understanding of your challenges and opportunities. Our team can help you achieve your goals and find that competitive advantage. We start with astute observations, analyze the particulars of your operations and ultimately distill our findings into an actionable strategy tailored to your needs.
We are equipped to advise you from business startup through sale or succession. Whether franchising, operating a family business or leading a practice, our team of experienced business and financial management consultants will help you identify and choose the right options for you and your business. We can assist with:
Planning makes the difference between operating a business and operating a successful business.
Planning makes the difference between operating a business and operating a successful business.
Lawrence began his career as a utilities analyst more than 25 years ago, transitioning to public accounting in 1992. Lawrence lives by the philosophy that accountants are storytellers—accountants tell the story of where an individual, family or business has been.
In her 25 plus years at Hobe & Lucas, Lisa has developed many long-term client relationships. She specializes in auditing, attestation, compliance and accounting services; focusing on a number of industries including broker dealers, investment companies and other financial service companies, not-for-profits; medical and dental groups; and professional service firms. She also has significant experience working with employee benefit plans, and clients within the construction and manufacturing industries. Lisa is also in charge of recruiting and human resources functions at the firm.
Louis joined Hobe & Lucas in 1998. Through personalized service, he helps clients achieve their strategic, financial, and personal goals by first building effective relationships with clients through trust and dependability.
Jim joined Hobe & Lucas in 1991. He is proficient in taxes, mergers and acquisitions, succession planning, and litigation support. He provides personalized services to many privately held and family-owned businesses.
Bill has more than 30 years of accounting and consulting experience. He specializes in several areas, including construction accounting, manufacturing accounting, and sales and use tax consulting.
We pride ourselves on our unparalleled array of specialties, as well as the quality of work and value we provide across a number of business segments.
Hobe & Lucas Certified Public Accountants, Inc. is a full-service accounting and business consulting firm dedicated to providing clients with exceptional value.
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Advisory Services offered through Avantax Planning Partners, Inc., a registered investment adviser. Securities may be offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Additional advisory services may be offered through Cetera Investment Advisers LLC. Cetera named entities and Avantax Planning Partners, Inc. are affiliated. 3390 Asbury Rd, Dubuque, IA 52002. 563-582-2855.
Check your Financial Professionals registration status on https://brokercheck.finra.org/ and/or https://adviserinfo.sec.gov/.
Cetera named entities and Avantax Planning Partners, Inc. are independent of and unrelated to Hobe & Lucas Certified Public Accountants, Inc.
