LUMI Specializes in Providing Accounting & CFO Advisory Services to Small to Medium Business Owners and Non-Profits
Struggling to take your business to the next level?
-
Struggling to balance accurate financial records with business growth?
-
Feeling burdened by accounting instead of focusing on your business growth?
-
Struggling with intricate tax rules and aiming to optimize deductions and credits?
-
Interested in refining financial reporting processes for better business performance insights?
-
Worried about risks and uncertainties affecting your business's financial stability and growth?
-
How could leveraging a strategic financial partner for actionable insights empower your decision-making process?
How could leveraging a strategic financial partner for actionable insights empower your decision making process?
That’s why we specialize in providing accounting and CFO advisory services to small to medium service business owners and non-profits.
Our mission is to improve your Accounting and Financial processes and maximize your bottom line. We use our proven three part methodology to take your business to the next level.
Our 3 Step Method
Our proven three step method will take your organization to the next level.
1
Clean Up your Accounting Records
Streamline your accounting to boost customer retention, cash flow, and overall engagement, let's start with the basics. Accounting involves a sequence of entries. Our cleanup targets complex, interconnected transactions to trace and rectify errors in financial statements. Business owners often fall behind, facing exhaustion and distraction from their goals. We'll handle this tedious process for you.
2
Process and Procedures
With your groundwork established, we collaborate to offer precise, actionable accounting and proactive financial insights. Channel your energy into executing transformative ideas for your mission while we modernize your accounting processes at LUMI. Gain consistent, accurate reports for enhanced transparency, enabling smarter decisions. Leave the bookkeeping to us as you concentrate on your goals.
3
Management Advisory Services
Ready to level up? Small/medium service businesses and nonprofits organizations operate differently than large corporations. With your foundation and reporting set, we can now advise and help you understand the story behind the numbers, so you’re never left speechless in front of your customers, donors or board members. We manage everything and give you specific action steps to stay on track and help your organization grow.
Our Services
Solutions for Individuals and Businesses
Strategic Financial Advisory
Partner with us as your financial advisors. We provide insights for informed decisions, guiding your business toward success. Our CFO advisory services optimize cash flow, fuel growth, and align with your goals.
Accounting Management
and Record-Keeping
Simplify your financial management. 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. For accurate reports, trust our experts to clean up, organize, and resolve errors in your records. Make confident, informed decisions with a clear financial picture.
Business Setup and Compliance
Starting a new venture? 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. Audit support? Count on us for seamless assistance. Need notarization? Try our convenient public notary services.
Our Story
In a world where finding balance can be tough, my story is all about the amazing things that passion and purpose can do. From reading books to sharing special moments with my family, my life has been about learning, connecting, and aiming for more.
Seeing my dad work so hard to build a better life inspired me to study Accounting and Finance. But in the corporate world, reality didn't match my dreams.
When things got uncertain, my love for accounting shinned even brighter. So, I took a brave step and started LUMI, a place that helps small and medium-sized service businesses and nonprofit organizations. My family is my driving force. They're the reason I simplify complex things, so my clients can focus on what matters most.
At LUMI, we believe in honesty, responsibility, and growth. We're here to help those who want to succeed by working together and staying true to who we are.
Let's create success stories together. Our journey is about making the most of our potential, celebrating achievements, and supporting each other every step of the way.
What Our Clients Say
"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
Our medium sized nonprofit was over three months behind in bank reconciliations due to an 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
.png)
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.