Our mission is to improve your Accounting and Financial processes and maximize your bottom line. We use our proven three part methodology to take your business to the next level.
Our proven three step method will take your organization to the next level.
If you want to retain and engage customers/donors while increasing cash flow, we need to first set your foundations. Accounting is a chronological series of entries. 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 and nonprofits to get behind with their accounting. This process can be tiresome, time-consuming and may distract you from your goals/mission.
Now that we have your foundations in place, we partner with you to provide accurate and actionable accounting and proactive feedback on your finances. This will allow you to focus your energy on executing the big ideas that move your mission forward. 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. Let us worry about the books, so that you can focus on your goals/mission.
It’s time to take your small business or nonprofit organization to the next level! Small business owners and nonprofit organizations operate differently than large corporations. With your foundation and reporting set, we can now advise and help you understand the story behind the numbers, so you’re never left speechless in front of your customers, donors or board members. We manage everything and give you specific action steps to stay on track and help your organization grow.
Today is the day to build the business or organization of your dreams! Let’s talk about how optimizing your financial processes can take it to the next level.
As a new customer, I had so many questions to ask. Dalila, listened and answered all of my questions. She is always available to answer any questions I have and quick to offer a phone call if I need information further explain. I am so amazed and happy with all the changes she did during cleanup! My books never looked this organized and they did not make sense like they do now! (I never paid attention to my Balance sheet before, now I understand the importance!) She is also doing my monthly bookkeeping and I am excited to know, I no longer have to worry about my books. Now, I can concentrate on growing my business! Dalila, Thank you very much!
Dalila has been such an amazing asset to my small business! She's been so helpful and knowledgeable, not just at tax time but year round as my Bookkeeper as well. I wouldn't be able to focus on doing what I love if it weren't for Dalila, I absolutely recommend her to everyone!
Dalila has been such an amazing asset to my small business! She's been so helpful and knowledgeable, not just at tax time but year round as my Bookkeeper as well. I wouldn't be able to focus on doing what I love if it weren't for Dalila, I absolutely recommend her to everyone!
Specializing in Small Business Owners and Nonprofit Organizations Accounting & CFO Advisory Services
