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We help you understand the story behind the numbers so you can grow to new heights


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.


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.


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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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.

Ready to get back to doing what you
love in your business?

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