Our Services
Monthly Bookkeeping & Compliance
Get Clean Books. Gain Clarity.
We handle your monthly bookkeeping, reconciliation, and compliance filings so you always have accurate, audit-ready records. No more guesswork, missed deadlines, or financial stress — just clean books and peace of mind.
Financial Reporting & Tax Filing
Know Your Numbers. Maximize Returns.
We prepare your monthly financial statements and file your federal, state, and local taxes with precision. Our reports empower smarter decisions, and our tax expertise ensures you stay compliant while reducing what you owe.
Payroll & Labor Compliance
Pay Your People. Protect Your Business.
From payroll processing to W-2s, 1099s, and Department of Labor filings — we ensure your team is paid correctly and your business stays in full compliance. We handle the rules so you can focus on results.
Budgeting, Forecasting & Cash Flow Strategy
Control Your Cash. Predict Your Growth.
We work with you to build custom budgets and cash flow forecasts that drive strategic decisions. You’ll know what’s coming, where your money’s going, and how to grow confidently — with no surprises.
QuickBooks Setup & Catch-Up Support
Behind on Books? We’ve Got You.
Whether you’re starting fresh or years behind, we’ll set up or clean up your QuickBooks and get your finances back on track. Fast, accurate, and judgment-free — we meet you where you are.
CFO-Level Strategy & Advisory
Your Outsourced CFO — Without the Overhead.
We go beyond the numbers with expert guidance on profit margins, pricing, cost control, and scaling strategy. You get the strategic insight of a CFO — for a fraction of the cost of hiring one full-time.
Insurance & Wealth Protection Planning
Protect What You’re Building.
We help you optimize life, health, disability, and liability insurance — plus design smart succession and risk strategies. Your business and legacy deserve protection, and we make sure nothing gets overlooked.
Investment & Real Estate Wealth Strategy
Build Wealth that Lasts.
From retirement planning to real estate investing, we help you grow your assets and create generational wealth. Whether you’re buying properties or launching a portfolio, we bring strategy and tax-smart insights every step of the way.
Frequently Asked Questions
What is CFO 500 and how does it help my business?
CFO 500 is an all-in-one monthly financial management package designed specifically for small business owners. We handle your bookkeeping, payroll, tax filings, financial reports, and strategic planning — so you can stop stressing over numbers and start focusing on growth. It’s like having a full finance department at a fraction of the cost.
How much does it cost to hire your firm for ongoing support?
Our CFO 500 package starts at $500/month and includes core services like bookkeeping, payroll, tax filing, and financial advisory. If you need additional support (like catch-up bookkeeping or one-on-one strategy sessions), we offer those at affordable hourly rates. We also offer a one-time $99 onboarding session to evaluate your current financial setup and design your custom plan.
Are you a CPA? What credentials do you have?
Luigi & Associates is a full-service financial consulting firm led by Handy Luigi, a Master’s-level financial strategist with over 20 years of experience. While we are not a traditional CPA firm, our team includes certified QuickBooks ProAdvisors, tax professionals, and financial experts. You get expert-level guidance and compliance without paying inflated CPA firm fees.
What makes CFO 500 different from other accounting services?
Most firms just handle bookkeeping or taxes — we deliver the full picture. CFO 500 combines compliance (bookkeeping, taxes, payroll) with strategic growth planning, budgeting, cash flow forecasting, and personal wealth-building. You get proactive support tailored to small business success — not just number-crunching.
How do I get started with CFO 500?
It starts with a $99 onboarding session. We’ll review your current books, tax situation, and business structure — then build a customized CFO 500 game plan to take your finances and growth strategy to the next level. Book your session today and let’s simplify your money, maximize your profits, and build your legacy.
About Handy Luigi
Founder & CEO, Luigi & Associates LLC
Entrepreneur | Financial Strategist | Business Consultant | Builder of Wealth & Legacy
Handy Luigi is a seasoned entrepreneur and financial strategist with over 20 years of experience guiding business owners, real estate investors, and service professionals toward sustainable growth and financial freedom.
As the Founder and CEO of Luigi & Associates LLC, Handy leads a premier consulting firm specializing in bookkeeping, tax strategy, and full-service financial advisory for self-employed individuals and small businesses. Backed by a Master’s in Accounting & Financial Management (CFA Track) and a track record of success across multiple industries, Handy is known for delivering personalized financial systems that help clients gain clarity, improve cash flow, and scale with confidence.
What Our Clients Are Saying
Handy has many talents, his strongest in my opinion bringing people and ideas together to make a genuine and positive difference in their businesses and lives. It is an honor to know you.
Truly insightful, logical and very strategic in his thinking. Handy is always making me see things a different way…often better.
Handy’s “Business Meet-Up” events are carefully curated events that consistently provide useful content that business owners can actually use and benefit from when implemented. No fluff here. These events are also hosted in premium locations that are consistent with his brand and offerings. A true professional.
“Handy & his team helped us organize our books and complete our tax returns in a expedient time ahead of schedule. I was VERY impressed with the sheer volume of work that was completed in such a short time frame as well as the professionalism & insights during our calls. Handy always made time to answer our questions, offer suggestions, and help us understand what the next steps would be as well as the documentation he needed from us to get the job done. We will be continuing to use his services in the future and I highly recommend Luigi & Associates to anyone looking for business & accounting assistance.”