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.

Book a Free Financial Clarity Session

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Years of Experience

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Happy Client

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Bookkeeping records the past. ✱ Accounting explains the present. ✱ Strategy controls the future. ✱

Most accountants look backward.

WE HELP YOU PLAN FORWARD.

Most firms stop at reporting. We don’t.

Traditional Firms

✖ Record transactions
✖ File taxes
✖ Deliver reports

      Lumenor Advisory Group
      ✔ Ensures financial accuracy
✔ Interprets the numbers
✔ Builds strategy around them
✔ Guides decisions moving forward

    

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

Filing Is the Final Step. Planning Comes First.

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

Behind every strategy is execution

We handle the financial foundation that keeps your business accurate, compliant, and decision ready.

Bookkeeping & Financial Management

Monthly bookkeeping and transaction categorization
Bank, credit card, and account reconciliations
Clean and organized financial records
Real-time tracking of income and expenses

Result: Accurate numbers you can actually trust

Accounting & Financial Reporting

Monthly financial statements (P&L, Balance Sheet, Cash Flow)
Structured reporting aligned with your business goals
Performance tracking vs prior periods
Financial analysis and insights

Result: Clear visibility, not just reports

Tax Strategy & Compliance

Proactive tax planning throughout the year
Business and individual tax preparation
Tax projections before deadlines
Structure optimization for tax efficiency

Result: No surprises. No last-minute scrambling.

Financial Oversight & Control

Review of financial accuracy and integrity
Internal controls and process improvement
Identification of risks and inefficiencies
Ongoing financial monitoring

Result: Control over your numbers, not confusion

Book a Free Financial Clarity Session

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.

Book a Free Financial Clarity Session

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

Every month, you’re not just “getting accounting.”

You’re getting:

Clean Records

Clean and updated financial records

Accurate Reporting

Accurate monthly financial reports

Tax Positioning

Ongoing tax positioning and adjustments

Cash Flow Visibility

Cash flow visibility and forecasting

Strategic Guidance

Strategic financial guidance

Everything works together — not in silos.

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