Welcome to your
One-Stop Shop for
Accounting, Bookkeeping, Tax & Tax Strategy and CFO Advisory Services
Welcome to your One-Stop Shop for Accounting, Bookkeeping, Tax & Tax Strategy and CFO Advisory Services
At LUMI, we prioritize your business as if it were our own. Specializing in accounting, tax strategy, and CFO services, we offer personalized solutions designed to meet the unique needs of every business owner across the USA. Whether you own or are managing a service-based business or a nonprofit organization, our goal is to ensure your financial strategies foster long-term growth and stability. No matter if your business is just starting out or if you’re already generating millions in revenue, we are here to support you at every stage of your financial journey. Our comprehensive suite of services means we can be as involved in your business as you need, adapting our approach to fit your evolving requirements. Discover how we can help you excel and ensure your operations are streamlined and your financial outcomes optimized.
OUR CORE
Services
We help you understand the story behind the numbers so you can grow to new heights
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 proven methodology, designed to deliver consistent and exceptional results, enriching both your business and the quality of your family life.
Your Accounting and Financial Advisor
Hi, I’m Dalila!
With 19 years of experience in accounting and finance, I have had the privilege of working across various facets of business operations, from startups to established enterprises. This extensive background has equipped me with a comprehensive understanding of the challenges and opportunities that business owners face at different stages of growth.
Academic Journey
My academic journey includes an undergraduate degree in Finance, followed by a Master’s in Accounting, and certification as a CFO. These qualifications have provided me with a solid foundation to offer expert guidance in financial management.
Achieve Your Financial Goals
Driven by a passion to simplify financial complexities and empower entrepreneurs, I founded LUMI Accounting and Financial Services. My mission is to build long-term relationships with business owners who value the importance of a robust accounting and finance foundation. I am eager to share my knowledge and support those seeking a trusted partner to navigate the financial landscape, ensuring their businesses not only grow but thrive.
Our Commitment
At LUMI, we are committed to being that partner, dedicated to your success every step of the way.
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Services Offered Nationwide
Expert CFO, Tax planning, and Accounting services to streamline your finances and fuel business growth. We provide tailored solutions for long-term success and financial clarity. Our team is dedicated to optimizing your financial strategy and minimizing tax liabilities.
Trust us to help you make informed decisions and achieve your business goals with confidence.
CONTACT US
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Reach out—we’re here to help!
860.780.2795