Outsourced Accounting Made Clear

Free Consultation
Business Structure

Choose the entity that minimizes taxes and maintains the flexibility to achieve your business goals.

Virtual CFO

Virtual CFOs help see through the fog of accounting and answer meaningful questions for your business.


Classify your accounts correctly and get accurate reports each month.

Tax & Compliance

Take advantage of the best tax strategies for you and your business.

One Solution. Multiple Services.

“As a funded startup, we needed our books in order every month and insight into our company’s expenses and revenue growth. Lumen Advisory & Finance made that easy.”

— Chad Harrington, Far Better

“As a video production company the back office nightmare is ever present when it comes to managing bill payments, filing 1099’s, etc. Lumen Advisory & Finance has really gone above and beyond to really get to know our business and work with us closely on a day to day basis.”

— Ryan Byrne, The Buzz Lab

“We were using an old clunker payroll system that required lots of manual review and work. Lumen Advisory & Finance set us up on their software suite and now manage our payroll, HR and the notices from the IRS and state agencies for us. The payroll headache is gone.”

— Herbert, Uhl, MobiChord

“As a business owner, I thought I could do taxes all myself. I quickly realized that I was overwhelmed with quarterly taxes, employment tax, etc. Lumen Advisory & Finance helped me get a better hold on my business and taxes.”

— Cyndi Bird, We Can Inc.

“Lumen Advisory & Finance set us up on cloud software, took the pain out of management reporting and now provides critical oversight to our business status on a monthly basis. In a rapidly growing business, we cannot emphasize enough how much their services have helped in so many ways.”

— Martin Roe, Dirty Robber

Bookkeeping Services
Back Office Services
Payroll and HR
Tax Management
Beautiful Reporting