Lumiola has a modern way for you to see your business.

We combine the latest in cloud technology, with a healthy dose of automation, and the right mix of accounting professionals.

 

 

Technology

We use enterprise level tools to provide you with the same data your much larger competitors are tracking.  We integrate with your current apps and track data in real-time, so your reports and metrics will be updated and available anytime, anywhere, on any device.  We take care of understanding the latest in accounting and finance technology.  You can stay informed with 24/7 access to your financials and a dedicated client portal where you can track progress, make requests, or view your account history.

Accounting

As a company grows, accounting goes far beyond bookkeeping.  Our solution bridges the gap and provides a full-service accounting department.  We will handle all of the routine bookkeeping, plus we will manage your accounts payable, accounts receivable, expense reports, banking transactions, inventory, and fixed assets.  At the end of the month, we will ensure your books are closed and your financial statements are done properly.

Reporting & KPIs

If you've ever had an accounting firm prepare financial statements, there's a good chance it wasn't very helpful in your day-to-day.  You will always need proper financial statements, but you should also have reports that empower decisions.  A profit and loss statement will tell you if you made or lost money, but its not going to identify which products have the best margins.  With Lumiola, you'll get a standard set of reports and KPIs, but we will also help customize your reports and dashboards so you can have data that's meaningful to your business.  Go ahead and think big.

Taxes

For every company, taxes are a fact of life.  Sales tax has become a very popular (or unpopular) problem to deal with.  From determining "nexus" to sales tax filings, we can handle it all.  We will make sure you are set up to properly calculate and collect sales tax when necessary and we will make sure you are filing the proper forms and remitting the tax on time.  At the end of the year, we will ensure all of your federal and state income tax returns are prepared and filed as well.

 

 

We've partnered with great tech companies to bring you the best solutions available.