Your Financial Quarterback

for Sustainable Growth

Lumenor Advisory Group provides year round financial leadership, proactive tax strategy,

and CFO level guidance for growth focused businesses.

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Years of Experience
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Happy Client
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Branch
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Response Rate

Most accountants look backward.

WE HELP YOU PLAN FORWARD.

Filing Is the Final Step. Planning Comes First.

We don’t just report numbers. We help you control them.

Lumenor SOLUTIONS

Replace Reaction with Structure. Most businesses operate without:

Clear Monthly Financial Visibility

Proactive Tax Planning

Cash Flow Forecasting

Coordinated Advisory Support

CFO Level Oversight

Strategic Financial Decision Making Framework

Clear Monthly Financial Visibility

Proactive Tax Planning

Cash Flow Forecasting

Coordinated Advisory Support

CFO Level Oversight

Strategic Financial Decision Making Framework

OUR oNBOARDING PROCESS

Designed to establish clarity, alignment, and execution discipline from the beginning.

STEP 1

Clarity & Alignment

We evaluate your current structure, tax position, and growth goals to determine the right advisory fit.

Result: Clear direction and defined scope.

STEP 2

Secure & Review

You provide access to financial records and systems. We analyze, identify gaps, assess risk and opportunity.

Result: Full financial visibility.

STEP 3

Strategy Activation

We implement reporting cadence, tax planning structure, and forecasting framework.

Result: A coordinated financial system working in your favor.

STEP 4

Ongoing Advisory

Monthly oversight. Quarterly tax strategy. Year-end execution. Continuous guidance.

Result: Predictable control. No surprises. No scrambling.

Our Team

THE PEOPLE BEHIND LUMENOR

We are advisors first, not order takers. Every team member is trained to Communicate clearly, Anticipate needs, Own outcomes, Uphold integrity

Giuseppe

CEO / Director of Operations

Randy

CFO

Jorge

Controller / Director of Accounting

Norbert

Marketing Director

Giuseppe

CEO / Director of Operations

Randy

CFO

Jorge

Controller/Director of Accounting

Norbert

Marketing Director

client say

about Lumenor

Their feedback reflects the confidence, peace of mind, and long term value that come from having a team that truly understands their business and stays engaged year round.

★ ★ ★ ★ ★

Before Lumenor, we were always reacting. Now we actually understand our numbers and make decisions with confidence. They’re easy to talk to, always responsive, and genuinely care about our business.

Zara Bush
Marketing Director
★ ★ ★ ★ ★

I finally feel like someone is in my corner. Lumenor explained things in a way that made sense and helped me plan ahead instead of stressing at tax time. Huge peace of mind.

Elsie Roy
Entrepreneur
★ ★ ★ ★ ★

They don’t just send reports they explain what they mean and what we should do next. That alone has changed how we run the business

Ashwin Santiago
CEO & Founder
★ ★ ★ ★ ★

It feels less like working with a firm and more like working with a trusted advisor. They’re proactive, thoughtful, and always thinking a few steps ahead.

Mike Thompsom
Entrepreneur
★ ★ ★ ★ ★

The analytics and reporting features give us insights we never had before. Our conversion rates have improved by 40%.

Travis Collins
Sales Manager
★ ★ ★ ★ ★

What I appreciate most is how approachable they are. No jargon, no judgment just clear advice and real support when we need it.

Stephen Tzu
Entrepreneur

LUMENOR RESOURCES

Strategy before compliance. Always.

Proactive tax planning for business owners

Proactive tax planning for business owners

Proactive tax planning reduces liability and improves financial control. ...more

Solutions

February 24, 2026•1 min read

Why Growing Businesses Need More Than Bookkeeping

Why Growing Businesses Need More Than Bookkeeping

Bookkeeping records transactions. Strategic oversight drives growth. Learn why scaling businesses need fractional CFO support and structured financial leadership. ...more

Solutions

February 24, 2026•1 min read

Cash Flow Problems Are Rarely Revenue Problems

Cash Flow Problems Are Rarely Revenue Problems

Revenue growth doesn’t guarantee financial stability. Learn how structured cash flow management and forecasting improve control and reduce financial risk. ...more

Solutions

February 24, 2026•1 min read

BOOK A CONSULTATION

Meet with a Lumenor advisor to discuss your goals, challenges, and potential strategies no obligation, just clarity.


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