We help you understand the story behind the numbers,
​so you can grow to new heights!
ADDITIONAL SERVICES
1099 FILING
Accurate and timely 1099 filing is essential to avoid penalties. LUMI provides seamless 1099 management services, ensuring your filings are compliant and completed on time.
LLC FORMATION SERVICES
Protect your personal assets and take advantage of tax incentives as you build your business. LUMI Accounting and Financial Services offers affordable, hassle-free LLC formation services designed to set you up for success.
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
Facing an audit can be stressful and time-consuming if not managed properly. Our team meticulously reviews your financial data to ensure it’s accurate and organized, helping you confidently navigate IRS, insurance, or state sales audits.
PAYROLL SERVICES
Simplify payroll with our comprehensive payroll management services. From accurate payroll processing to tax filings, we ensure your employees are paid on time while staying fully compliant with regulations.
CASH MANAGEMENT
Effective cash management is crucial for growing businesses. We analyze your cash flow cycle and provide weekly management of cash balances and payables, giving you the insights to maintain optimal liquidity.
BUDGETING AND FORECASTING
We create tailored monthly budget models and prepare forecasted financial statements, including balance sheets, cash flow statements, and profit and loss statements. These tools help you plan effectively and make informed decisions.
QUICKBOOKS SET-UP
As certified QuickBooks ProAdvisors, we ensure your QuickBooks setup is optimized for accuracy and efficiency. Our expertise in both technical and accounting aspects of QuickBooks helps establish a solid foundation for your financial management, minimizing future issues.
With our comprehensive array of targeted accounting services, LUMI Accounting and Financial Services is your dedicated partner in managing your business's financial needs. Entrust us with the intricate details of your finances, allowing you to focus on what you do best—growing and leading your business. Let us streamline your operations and guide you towards sustainable success.