LUMI Accounting and Financial Services, LLC
Services
We help you understand the story behind the numbers so you can grow to new heights
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STEP ONE:
Clean Up your Records
If you want to retain and engage customers while increasing cash flow, we need to first set your foundations. 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.
STEP TWO:
Process and Procedures
Once your foundations in place, we partner with you to provide accurate and actionable accounting and proactive feedback on your finances. 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.
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STEP THREE:
CFO Advisory Services
Our CFO Advisory Services are designed specifically for businesses aspiring to reach new heights. You'll receive strategic financial insights that drive growth and prosperity. 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.
Additional Services
1099 Filing
1099 filing is a regular business function that can become problematic and subject to fines if neglected. 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.
Tax Returns
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. 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 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.