Services are customizable, scalable and offer a high degree of flexibility so we can integrate our services into any stage of your business. We specialize in the implementation of financial processes, reporting, and have the ability to advise you in all aspects of you business.

Outsourced Controller/CFO

LUMI Accounting & Financial Services provides cost-effective outsource Controller/CFO services. We offer a dedicated accounting/ financial executive to help and guide your business to success. We take pride in ensuring our clients understand their financial statements and position as we guide them through a better, more informed decision-making process. Our outsourced Controller/CFO services will help organizations with establishing strong accounting controls, budget preparation and monitoring, accurate and timely financial reports, cash management services, and more.



Bookkeeping is an essential part of the accounting process for your business. We maintain records of your company's financial transactions into organized accounts. We install and maintain accounting systems and prepare detailed financial statements for all business stakeholders.


Year-End Clean Up

If you want to increase your profits and cash flow, we need to first set your foundations. It's common for businesses to get behind in their accounting at year-end. LUMI Accounting &  Financial will work piece by piece to get your books current and reconciled to generally accepted accounting principles (GAAP). This process can be tiresome, time-consuming,  distracting you from your business, and you have better things to do. Let us help you, take your business to the next level. 


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 & Financial Services can manage the timely and accurate filing of 1099 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 Accounting &  Financial  offers convenient, and affordable LLC formation Services. 

  • Preparing & Filing the Articles of Organization

  • EIN Business Tax Number

  • Dun & Bradstreet’s Data Universal Numbering System, commonly known as the D-U-N-S Number


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.


Let's Work Together

Book a 30 minute call to find out how LUMI Accounting & Financial Services can help your business grow!