LUMI AFS Specializes in Providing
Accounting & CFO Advisory Services
Gain financial clarity and create more wealth in your business, without the 6-figure tax bill, all while reigniting your entrepreneurial spirit. With our services, you will discover a holistic solution that drives financial success, ensures work-life balance, and reaffirms your sense of purpose.
Struggling to take your business to the next level?
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Struggling to juggle both the day to day operations and the financial aspects of your business?
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Feeling frustrated trying to understand intricate tax rules?
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Constantly procrastinating even small accounting tasks in your business?
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Losing sleep worrying about the lack of financial systems in your business?
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Feeling uncertain when it comes to making big financial decisions in your business because of lack of understanding of your accounts?
Are you ready to get back to doing what you love?
Our specialization lies in delivering top-notch Accounting and CFO advisory services tailored exclusively for entrepreneurs and service providers. Our goal is to elevate your accounting and financial processes, ultimately maximizing your bottom line. We achieve this through our time-tested three-part methodology, enriching both your business and the quality of your family life.
3 Steps to Financial Success
Our proven three step method will take your organization to the next level.
Financial Health Assessment and Strategy Development
In this step, I conduct a comprehensive in-depth analysis of your company's financial statements, cash flow, and overall financial health. I’ll pinpoint areas of financial strength and areas that need improvement, providing you with a clear understanding of the current financial situation. Next, we work together to create a Strategic Financial Plan, establishing clear financial goals and objectives. We develop detailed financial forecasts that align with your business goals, ensuring proper allocation of resources.
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Strategic Growth Planning and Investments
As your advisor, I'll provide expert financial analysis to enhance your competitive edge. My role includes a detailed analysis to identify growth opportunities and assist in strategic planning.
In collaboration, we'll develop a plan tailored to your business needs and goals. This plan will focus on smart investments and efficient operations. With my guidance, you'll make informed decisions for your business's growth and stability.
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Performance Monitoring and Continuous Improvement
In this pivotal step, you undergo a transformative shift from merely working a job to actively building and leading a thriving business. It's a transition where you embrace the mindset of a CEO rather than an employee, giving you the tools to steer your enterprise towards remarkable success. Here, you will not only grasp the ability to make informed decisions grounded in comprehensive financial data, for achieving sustainable growth and entrepreneurial freedom.
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Our Services
Accounting Management
and Record-Keeping
Let us handle your numbers, keeping your records accurate and organized. With meticulous attention to detail, we provide clarity on your business's financial health. Streamline your finances with our QuickBooks setup, tailored to your processes. Our experts will clean up, organize, and resolve errors in your records.
Business Setup and Compliance
Starting a new venture can be overwhelming. Let us simplify LLC setup. Our team handles legal aspects, freeing you to launch. Streamline payroll with us—on-time pay, tax management, less admin. Comply effortlessly with tax rules through our 1099 filing.
Solutions for female entrepreneurs and service providers
What Our Clients Say
Our medium-sized nonprofit experienced a delay of over three months in financial reporting due to the unexpected departure of our CFO. We were having a hard time replacing the much needed service until we met Dalila through the Greater Manchester Chamber of Commerce. The benefits of working with Dalila is twofold; first she loves what she does and second, she is able to encourage and instruct others. Dalila makes the learning fun because she knows how to translate the numbers into a financial story that makes sense. I see a long-term partnership with LUMI Accounting and Financial Services and MACC Charities. I highly recommend this new and rising business to my colleagues in the nonprofit industry.
Beth Stafford
Before I found LUMI AFS, I was facing the challenge of juggling both the financial aspect of my business and its day-to-day operations. Outsourcing my accounting to someone with both financial and technical expertise seemed like the perfect solution, and Dalila's focus on the business's growth made an immediate impact on my financial outlook.
Working with LUMI AFS has led to consistent growth, and it's more than just a coincidence. Looking ahead, I see our firm continuing to grow further with the help of Dalila's exceptional financial knowledge, making strategic decisions that will drive our business's success.
George Dummar
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As a small business in my first year I was focused on so many things, but accounting was not one of them. Big mistake! My system for recording expenses was an excel spreadsheet, which I didn’t always remember to update. A mess!
After talking with Dalila I realized we had similar experiences in life that caused us to take control of our future. Her corporate background and experience was a key factor in me picking up the phone. She asked very pointed questions about my goals which made me take a step back. Knowing I have a financial expert “on staff” allows me to refocus where I need to – growing my revenue. Thank you, Dalila for helping me sleep at night.
Amy McCarthy
Our Mission
At LUMI Financial Services, our mission is to empower business owners on their journey towards financial success and family-centered happiness. We understand that for women entrepreneurs, achieving both personal and professional fulfillment is paramount.
Our commitment is to provide unwavering support by establishing robust financial strategies and processes that enable you to focus on what truly matters – nurturing family values, realizing your dreams, and forging stronger bonds. We believe that when businesses prioritize their family values and happiness, they not only achieve lasting wealth but also create a brighter future. We provide support to help you boost profits, maximize take-home earnings, and make a meaningful impact in your community, all while reigniting your entrepreneurial spirit.
With our services, you'll discover a holistic solution that drives financial success, ensures work-life balance, and reaffirms your sense of purpose as a business owner. Join us in embracing this heartfelt mission, and together, we'll pave the way for a thriving community of empowered business owners who confidently balance their ambitions with the joys of family life.
