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SUCCESS STORIES 

Their success, in their words.

Discover what practice owners and business leaders have shared about their experience working with LUMI AFS and the difference that trusted financial guidance can make.

Dalila Popko, founder and CEO of LUMI AFS

Featured testimonial

What I appreciate most is that Dalila personally vets the strategies she proposes. She is not just throwing out generic advice. She takes the time to understand the full picture, think through the details, and recommend strategies that make sense. She has been incredibly helpful not only with tax preparation, but with the broader financial aspects of our personal and business lives

Hilda C.

CPA and CEO, Helix Investment Team

Dalila Popko holding a book

CLIENT SUCCESS STORIES 

Stories of clarity, confidence and growth.

Every client has different ambitions and challenges. These experiences reflect the trusted relationships and thoughtful financial guidance at the heart of LUMI AFS.

Christina S.

CEO, CS Online Solutions

As a smaller business, I was shocked to see how much Dalila was able to minimize my tax liability—she secured me a large refund! Dalila was extremely knowledgeable, responsive and quick to act. We filed on time and with a great outcome.

Jason C.

CEO, Group LLC & Casias Co. 

Not only was she professional, but she was communicating! She quickly identified the holes left by our former CPA and cleaned it up. Just by having her on our team, we have had some amazing wins.

Shannon B.

CEO, MACC Charities

Dalila's positive impact has been pivotal in driving growth through strategic financial leadership. Her ability to identify and act on growth opportunities has made a substantial impact on our bottom line — she's positioned the organization to be more agile, efficient, and poised for continued growth.

Ron C.

CEO, Temporary Wall Systems and Top Rail Fence

From the beginning, I was impressed by the responsiveness and approachability of Dalila. This level of support has been invaluable to me, making me feel like I have a true partner in my business. If you're looking for someone who genuinely cares about your financial success, this is the team to work with!

Chantal B.

CEO, Owner, and Founder, Fleur de Lys

I am very impressed with Dalila and her team.

I love the great communication, the summaries of the meetings she gives, her knowledge of tax strategies, the clarity in explaining things, and her professionalism.

Ieva Š.

CEO, Perform BTY Physical Therapy & Wellness

Dalila completely turned things around for me. She's incredibly hands-on, quick to respond, and truly cares about my success. If you want an accountant who genuinely cares and is proactive, Dalila is the one!

Ready to elevate your practice?

You built your practice from a passion for helping people look and feel their best.

The business you created should also take care of you by supporting your goals, your family, and the lasting wealth you are working so hard to build.

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Book a complimentary consultation with LUMI AFS to understand what your numbers are telling you and discover the right financial support for stronger profitability, proactive tax planning, and lasting wealth.

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