Business Details
We are Hobe & Lucas, a full-service accounting and business consulting firm dedicated to providing clients with exceptional value. As one of the largest independent accounting firms in Northeast Ohio, we offer a broad portfolio of services across multiple industries. Our team brings extensive expertise in specialty practices such as auditing, tax planning, business consulting, and wealth management. We have served clients in construction, financial services, healthcare, manufacturing, professional services, property management, and non-profit sectors. Our team includes Lawrence A. DeBaltzo, CPA, CGMA, CVA, who began his career as a utilities analyst more than 25 years ago and transitioned to public accounting in 1992. Our team also features Lisa M. Matuszny, CPA, who has spent over 25 years with our firm, building long-term client relationships.
Our co-founder Jerome J. Lucas continues to advise the firm, ensuring our founding principles of integrity and diligence guide every engagement. We pride ourselves on delivering personal attention, responsive communication, and collaborative relationships that help clients navigate financial complexities. We listen, we learn, and we lead clients through intricate financial challenges, helping them avoid potential pitfalls and stay on a strong path forward. Our combined experience, enthusiasm, and professional credentials enable us to solve complex accounting and business issues with authority. We remain committed to upholding the highest professional standards while consistently exceeding client expectations through tailored solutions.
Our co-founder Jerome J. Lucas continues to advise the firm, ensuring our founding principles of integrity and diligence guide every engagement. We pride ourselves on delivering personal attention, responsive communication, and collaborative relationships that help clients navigate financial complexities. We listen, we learn, and we lead clients through intricate financial challenges, helping them avoid potential pitfalls and stay on a strong path forward. Our combined experience, enthusiasm, and professional credentials enable us to solve complex accounting and business issues with authority. We remain committed to upholding the highest professional standards while consistently exceeding client expectations through tailored solutions.
Highlights and features
- We offer over 25 years of combined accounting expertise.
- We are one of Northeast Ohio's largest independent accounting firms.
- We provide personal attention, responsive communication, and collaborative client relationships.
- Our team holds CPA, CGMA, and CVA credentials ensuring standards.
- We serve diverse industries including construction, healthcare, and manufacturing.
Services
Auditing
Our auditing service examines financial statements to ensure accuracy and compliance with applicable standards. It serves businesses across industries such as construction, healthcare, and manufacturing that require reliable financial reporting. Clients benefit from reduced risk of errors, enhanced transparency, and confidence in their financial data.
Tax Planning
Our tax planning service develops strategies to minimize liabilities while adhering to current tax laws. It targets individuals and businesses seeking to optimize their tax positions throughout the fiscal year. Clients achieve potential tax savings, improved cash flow, and peace of mind regarding compliance.
Business Consulting
Our business consulting service offers guidance on operational efficiency, growth strategies, and risk management. It assists companies in sectors like professional services, financial services, and property management to improve performance. Clients gain actionable insights, stronger decision-making capabilities, and measurable improvements in profitability.
Valuation Services
Our valuation service determines the fair market value of businesses, assets, or interests for various purposes. It supports clients involved in mergers and acquisitions, estate planning, or litigation requiring credible valuation. Clients receive objective analysis, well-documented reports, and confidence in transaction or planning decisions.
Wealth Management
Our wealth management service provides personalized investment advice and portfolio management for individuals and families. It aims to preserve and grow wealth while aligning with clients' long-term financial goals. Clients benefit from tailored strategies, ongoing monitoring, and a trusted advisor relationship.
