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Clean Up your Accounting Records

If you want to retain and engage customers while increasing cash flow, we need to first set your foundations. Accounting is a chronological series of entries. Accounting cleanup often involves researching a string of complex and inter-related transactions to identify the historical root of an error. We will correct errors and improve the accuracy of financial statements. It is common for business owner to get behind with their accounting. This process can be tiresome, time-consuming and may distract you from your goals/mission.


Process and Procedures

Now that we have your foundations in place, we partner with you to provide accurate and actionable accounting and proactive feedback on your finances. This will allow you to focus your energy on executing the big ideas that move your mission forward. At LUMI, we’ll help you modernize your accounting & bookkeeping processes and procedures to get consistent and accurate reports and improve transparency. We will then show you how to use those reports to make smarter decisions for your organization. Let us worry about the books, so that you can focus on your goals/mission.

Laptop and Paperwork


CFO Advisory Services

It’s time to take your business or nonprofit organization to the next level! With your foundation and reporting set, we can now advise and help you understand the story behind the numbers. We manage everything and give you specific action steps to stay on track and help your organization grow. Our CFO Advisory Services are designed specifically for businesses aspiring to reach new heights. CFO services offer strategic financial insights that drive growth and prosperity. From optimizing financial strategies to enhancing operational efficiency, our services will empower your  enterprise to navigate complexities and seize opportunities with confidence. Whether you're seeking to streamline budgeting, refine forecasting, or strengthen financial decision-making. Our CFO Advisory Services stand as your reliable partner, propelling your business towards its utmost potential.

Additional Services


1099 Filing

1099 filing is a regular business function that can become problematic and subject to fines if neglected. Since the IRS considers any 1099 payment as taxable income, you are required to report your 1099 payments as an employer. LUMI Accounting and Financial Services can manage the timely and accurate filing of 1099‘s on a retained basis.


LLC Formation Services

Do you want to protect your personal assets and get tax incentives as you build and grow your business? LUMI offers convenient, and affordable LLC formation Services.
1. Preparing & Filing the Articles of Organization
2. EIN Business Tax Number

Tax Returns

Tax return preparers have differing levels of skills, education and expertise. LUMI is an authorized IRS e-file provider, we offers a professional tax filing experience with extensive business expertise. Dalila has a bachelors in Finance and a Masters in Accounting along with over 10 years of tax experience. LUMI is the best choice for individuals, self-employed filers and small business owners. You can rest assured you are in good hands.


IRS, Insurance or State Audit

Dealing with an internal or external audit? Having issues with the IRS? If not managed properly, financial audits can be overly stressful and time-consuming. We can help. We go through your data to ensure everything is organized and accurate, helping you perform well on your audit.


QuickBooks Set-Up

LUMI Accounting & Financial is a recognized QuickBooks ProAdvisor. We have been trained, tested and recognized by Intuit as someone that can guide other QuickBooks clients and/or their employees as to how to best leverage QuickBooks software both from technical and accounting perspectives. Initial set up of your QuickBooks Process is vital to establish a smooth accounting and bookkeeping process for your business that will help reduce or eliminate future problems.

LUMI is IRS Approved!

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