- Our Team
When it comes to technology and accounting, business owners face a similar problem. There is a gap between the services provided by their IT company and the services provided by their CPA firm.
We all know that communication is difficult when you don’t understand the language. When it comes to technology and accounting, business owners face a similar problem. There is a gap between the services provided by their IT company and the services provided by their CPA firm.
So how can we help in this regard? With a deep knowledge of software, such as all QuickBooks and Sage products, various database systems, Microsoft Office, and a host of other industry-specific software packages , we can assist with challenges such as:
Accounting System Implementation and Design Bonus Calculation
We successfully migrated a client from a manual accounting system with complex bonus calculations to a computerized accounting system with automated calculations, while training the client to maintain their own system, resulting in significant monthly expense reductions.
Accounting System Conversion
We smoothly converted a client from one accounting system to another, placing the client in a more flexible system with improved reporting capabilities, and efficiently imported over 40,000 historical transactions.
Accounting System Integration
We collaborated with a client’s new manufacturing software provider to implement a new accounting system that seamlessly integrated with the client’s existing payroll system and new manufacturing software.
Accounting System Emergency Management
We minimized a client’s accounting system downtime during an outage by putting a manual system in place while we set up and installed a new system. We were able to export data from the corrupt system to a new platform while concurrently training their staff.
We helped a new client save thousands of dollars by taking over monthly accounting duties from their former CPA firm, and put a system in place that allowed the owner to easily complete financial tasks in-house, with our ongoing remote support.
Data Analysis for Business Acquisition
We developed an intuitive forecasting spreadsheet that allowed a client to analyze operational variables and generate projected financial statements that provided key insights into a proposed business acquisition.
Data Integration During Company Sale
We helped a client efficiently move all pertinent data to the buyer’s system while maintaining the integrity of the data when the company was purchased.
Prepare for the technology of tomorrow by partnering today.
With a deep knowledge of software, such as all QuickBooks and Sage products, various database systems, Microsoft Office, and a host of other industry-specific software packages , we can assist with your challenges
Louis joined Hobe & Lucas in 1998. He holds both a CPA and CITP (Certified Information Technology Professional) certification. Along with providing auditing, attestation, accounting, tax and CFO for hire services for Hobe & Lucas’ clients, he also specializes in assisting companies with implementing and streamlining their accounting systems, policies and procedures. With his specialized IT skills, Louis has been very successful in helping client management teams implement policies and processes to achieve their goals.
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. However, as trusted advisers, they are also uniquely positioned to tell the story of where that individual, family or business will go.
Lawrence works with professional service companies, trade associations, construction companies, retail stores, manufacturers, real estate companies, restaurant/caterers and individuals to assist with accounting and tax compliance and planning issues, and to provide proactive advice on a consulting basis. Additionally, Lawrence is able to assist clients with valuation issues such as: buy/sell agreements, merges and acquisitions, and exit planning to name just a few Over the years, he has written policy and procedures manuals, developed databases and modeling spreadsheets, and assisted clients with life and business transitions. Lawrence was a sole proprietor for five years, which gives him a unique perspective of the issues facing today’s business owners.
Angela joined the Hobe & Lucas team in January 2018. She enjoys working with a variety of clients, assisting with their tax and accounting needs. Outside the office, Angela enjoys spending time with her children and volunteering in their various activities.
Dave joined Hobe & Lucas in 2019 and brings over twenty-five years of experience to his small-business, non-profit, and individual clients. He advises his clients on issues that are important to them, from start-up to exit strategies, bookkeeping to owner tax and estate planning. Dave leverages technology and Hobe & Lucas’s extensive resources to serve clients nationwide
Kevin joined Hobe & Lucas in 2002. He works on domestic and international tax matters for closely-held and public companies, ranging from startups to companies with more than $1 billion in revenue. Kevin’s specialty areas include the manufacturing, construction, and health care industries. He is also very involved in Hobe & Lucas’ mergers and acquisitions and state and local tax practices. In addition to his taxation expertise, he manages several audits and reviews, and provides a wide variety of business consulting across several different industries.