Lucida

Lucida Provide clarity, transparency and peace of mind in navigating complexities of financial management.

Join us in celebrating not just hard work, but the dreams, courage, and determination behind it.
09/07/2026

Join us in celebrating not just hard work, but the dreams, courage, and determination behind it.

In construction, profitability isn't won in the office. It's won job by job, phase by phase. But too many contractors do...
09/02/2026

In construction, profitability isn't won in the office. It's won job by job, phase by phase. But too many contractors don't realize a project went sideways until it's already over.

That's where job costing comes in — and QuickBooks makes it far more accessible than you might think.

What is job costing?
Job costing means tracking every dollar of income and expense tied to a specific project — labor, materials, subcontractors, equipment, overhead. Instead of looking at one big P&L and hoping for the best, you see exactly which jobs are making money and which ones are eating into your margins.

How QuickBooks helps:
• Track costs by job and phase: Assign every bill, payroll entry, and expense to a specific project so nothing gets lost in the shuffle.
• Estimates vs. actuals: Compare what you bid against what you're actually spending in real time, not after the fact.
• Progress invoicing: Bill clients based on project milestones or percentage of completion, keeping cash flow aligned with the work.
• Custom reporting: Pull job profitability reports, cost-to-complete summaries, and WIP schedules to make smarter decisions mid-project.
• Class and location tracking: Segment costs across divisions, crews, or service types for a clearer picture of where your money is going.

The tool is powerful — but only if it's set up right.

Here's the reality: QuickBooks can do a lot for construction companies, but most contractors aren't using it to its full potential. A chart of accounts that isn't built for job costing, transactions that aren't coded properly, or reports that aren't configured correctly can leave you flying blind.

That's where the Lucida Client Advisory Services (CAS) team comes in.

We work alongside construction companies to:
• Set up QuickBooks specifically for job costing. Chart of accounts, items, classes, and workflows tailored to how you operate.
• Deliver ongoing reporting — so you always know where each job stands financially.
• Catch problems early. Budget overruns, billing gaps, and cash flow issues before they become costly surprises.
• Act as an extension of your team. Whether you need full-service accounting or just a second set of eyes on the numbers.
You know how to build. Lucida knows how to make sure the numbers reflect it. It's a powerful combination - let's talk.

With only a few months left in the year, now is the time to remind your employees about an incredible opportunity to red...
08/26/2026

With only a few months left in the year, now is the time to remind your employees about an incredible opportunity to reduce their tax burden and build long-term wealth.

Here's what your team needs to know:

⏰ Deadline: Contributions must come from payroll by December 31, 2026. That means employees need to adjust their payroll deferrals now to spread the increase across remaining paychecks.

⏰ Deadline: HSA contributions can be made until April 15, 2027, but encouraging employees to contribute through payroll (pre-F**A tax!) before year-end maximizes savings.

Why does this matter?

• 401(k) contributions lower taxable income dollar-for-dollar and grow tax-deferred.
• HSAs are triple tax-advantaged. Contributions are tax-deductible, growth is tax-free, and withdrawals for qualified medical expenses are tax-free. No other account offers all three.
• The new "super catch-up" for employees ages 60–63 is brand new under SECURE 2.0. Many employees don't even know it exists yet. If you have team members in that age range, a quick heads-up could mean an extra $11,250 sheltered from taxes this year.

What should you do as an employer?

1. Send a reminder to all employees about current limits and how to adjust their payroll deferrals.
2. Highlight the super catch-up — it's new and widely overlooked.
3. Encourage HSA payroll contributions over direct contributions to capture F**A tax savings.
4. Connect employees with your benefits administrator or accountant if they need help running the numbers.

The end of the year comes fast. A simple reminder today could make a meaningful difference in your employees' financial futures.

Questions about how to communicate this to your team? Reach out — we're happy to help.

August is here, and so is another round of celebrations for Team Lucida! 🎉We're excited to recognize the incredible team...
08/25/2026

August is here, and so is another round of celebrations for Team Lucida! 🎉

We're excited to recognize the incredible team members marking work anniversaries this month. Each milestone reflects the trust you've earned, the expertise you've developed, and the impact you've made for our team and our clients.

Thank you for showing up and making this team better every single day. Here's to everything still ahead! Congratulations to our August anniversary honorees! 🥂

Nothing brings a team together quite like a good trivia night! A huge thank you to MKE for hosting such a fun afternoo...
08/21/2026

Nothing brings a team together quite like a good trivia night! A huge thank you to MKE for hosting such a fun afternoon. It was great to step away from the desks and spend some time together as a team, and a big congrats to Team Broccoli Heads for coming out on top! Already looking forward to the next round!

New team member alert! 🎉 De'Andra Tucker has joined our Audit Team in Brookfield, and we're so excited to have her. De'A...
08/18/2026

New team member alert! 🎉 De'Andra Tucker has joined our Audit Team in Brookfield, and we're so excited to have her. De'Andra brings years of assurance experience, a sharp eye for risk and compliance, and a knack for using data analytics to work smarter. Welcome aboard!

How many hours a week does your team spend on repetitive bookkeeping tasks — entering the same invoices, categorizing th...
08/13/2026

How many hours a week does your team spend on repetitive bookkeeping tasks — entering the same invoices, categorizing the same transactions, chasing the same late payments?

What if most of that just… happened on its own? QuickBooks Online has powerful automation features built right in — and most businesses aren't using them. Here's what you might be missing:

🔁 Recurring Transactions
Set up templates for invoices, bills, and journal entries that repeat on a schedule. Weekly, monthly, quarterly — QuickBooks handles it, so you don't have to remember.

🏦 Bank Rules
Teach QuickBooks to automatically categorize your bank transactions. Once a rule is set, incoming transactions are sorted without lifting a finger.

📬 Automatic Invoicing & Payment Reminders
Schedule invoices to go out on a set cycle and let QuickBooks follow up on overdue payments for you. Less awkward chasing, more consistent cash flow.

📸 Receipt Capture
Snap a photo of a receipt, and QuickBooks pulls the details — vendor, amount, date — right into your books. No more shoeboxes of paper at year-end.

📊 Scheduled Reports
Need a Profit & Loss every Monday morning? Set it and forget it. QuickBooks can email key reports to you on a recurring schedule.

💰 Payroll Automation
If you're using QuickBooks Payroll, pay runs, tax calculations, and direct deposits can be automated — reducing errors and saving hours each pay period.

🤖 AI-Powered Categorization (New in 2025)
QuickBooks now uses AI to suggest transaction categories, flag potential duplicates, and surface items that are "ready to post" — making reconciliation faster than ever.

The Bottom Line:
Automation doesn't replace good accounting — it frees you up to focus on it. Less data entry. Fewer errors. More time for the work that actually grows your business.
Not sure where to start? Team Lucida can help. We work with clients every day to set up and optimize these QuickBooks automations — tailored to how your business operates. Whether you're brand new to QuickBooks or just not using it to its full potential, we'll get you there.

📩 Reach out to us to learn more about how we can streamline your bookkeeping.

08/04/2026

Payroll is more than just paying employees—it's about accuracy, compliance, and having a team you can trust.

At Lucida, we provide dedicated payroll support, an easy-to-use online portal, detailed reporting, and personalized service designed to make payday stress-free. Let us handle payroll so you can focus on what matters most: running your business.

This month brings a wave of exciting milestones for Team Lucida. We are thrilled to honor these remarkable individuals!E...
07/31/2026

This month brings a wave of exciting milestones for Team Lucida. We are thrilled to honor these remarkable individuals!

Every anniversary represents the relationships built, knowledge shared and contributions made to both our team and our clients. Whether it’s one year or seven, each milestone matters and helps shape the culture we are together at Lucida.

We appreciate your hard work, dedication and the positive influence you bring each day. We are thankful to have you as part of our team and eagerly await what lies ahead!

Congratulations to all our team members celebrating anniversaries this July. 🎉

Eligible taxpayers in covered disaster areas have until November 2, 2026 to file federal tax returns and make federal ta...
07/23/2026

Eligible taxpayers in covered disaster areas have until November 2, 2026 to file federal tax returns and make federal tax payments.

Individuals and households that reside in Bayfield, Brown, Buffalo, Iowa, Jackson, Jefferson, Juneau, Kenosha, Kewaunee, Manitowoc, Marathon, Milwaukee, Outagamie, Racine, Rock, Sauk, Vernon, Washington, Waukesha, Waupaca, and Winnebago counties, as well as the Oneida Indian Reservation qualify for tax relief.

Depending on the situation, this relief applies to:
• Individual tax returns.
• Business tax filings.
• Tax payments.
• Quarterly payroll tax returns.
• Certain excise tax returns.

In some cases, even taxpayers outside the disaster area may qualify if the records needed to meet a tax deadline are located in the affected area.

At Lucida, we know that disaster-related tax relief can be helpful, but it can also raise a lot of practical questions for individuals and business owners who are already dealing with enough. Our role is to help clients understand what applies to them, what deadlines may have changed, and what actions still need attention.

This is a good time to review your filing obligations, gather your records, and confirm whether any action is needed. If you were impacted by the Wisconsin storms, now is the time to ask questions and get clarity. Lucida is here to help!

Read more at the link pinned in the comments.

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Brookfield, WI
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