Illumination
STARTS WITH LIGHT
Your trusted financial partner for growing businesses, non-profits, and family offices.
LUMIERE'S SERVICES
FRACTIONAL CFO/ ADVISORY
Growing companies need experienced financial leadership to scale with confidence — but most aren’t ready for a full-time CFO.
A Lumiere fractional CFO brings senior-level strategy, structure, and accountability to your finance function. While you focus on clients, relationships, and revenue growth, we focus on margins, cash flow, and building the systems that support sustainable scale.
We don’t just report numbers — we help you use them to make better decisions.
Strategic Planning & Vision Alignment
Clarify direction, align leadership, and build a financial roadmap that supports your growth plan.
Budgeting & Forecasting
Driver-based models that support decision-making, scenario planning, and capital allocation.
Monthly Reporting & KPI Oversight
Clear reporting, actionable insights, and consistent executive-level visibility into performance.
Operational & Strategic Finance
Financial leadership across hiring, expansion, systems, and key business decisions.
Cash Flow Strategy & Optimization
Improve visibility, accelerate collections, and strengthen working capital management.
Capital Strategy & Fundraising Support
Debt/equity strategy, lender relations, diligence support, and capital readiness.
M&A Support & Investor Readiness
Financial diligence support, modeling, positioning, and investor-ready materials.
Pricing Strategy & Contract Structuring
Protect margins with disciplined pricing frameworks and smarter deal design.
ACCOUNTING & BOOKKEEPING
Strong financial strategy depends on strong execution. That’s where we come in.
Lumiere manages the day-to-day accounting infrastructure that keeps your business running — with disciplined processes, clean data, and consistent reporting. Our team ensures your financials are accurate, current, and decision-ready every month, giving leadership the visibility needed to operate with confidence.
While our CFO team focuses on strategy, forecasting, and growth, our accounting team ensures the foundation is solid.
Month-End Close & Financial Reporting
Structured close processes and clear, reliable financial statements delivered on time, every time.
Accounts Payable Management
Streamlined workflows, approval controls, and disciplined vendor payment processes.
Accounts Receivable & Cash Application
Efficient billing cycles, proactive collections, and improved working capital visibility.
Payroll Processing & Compliance
Accurate payroll execution with integrated reporting and compliance oversight.
Fixed Asset Tracking & Management
Clean schedules, accurate depreciation, and audit-ready documentation.
Revenue Recognition & Deferred Revenue Management
Especially for SaaS, agencies, and contract-based businesses. Keeps financials GAAP-aligned.
General Ledger Maintenance & Cleanup
Chart of accounts design, reclasses, historical cleanup — huge entry point for new engagements.
Systems & Workflow Implementation
QBO, Bill.com, expense tools, POS integrations (Toast, MarginEdge, etc.), automation workflows.
COMPLIANCE, CONTROLS & RISK
Sustainable growth requires more than strong financials — it requires disciplined processes, clear documentation, and proactive risk management.
Lumiere helps organizations stay ahead of regulatory requirements while strengthening internal controls and operational accountability. We work alongside your leadership team, auditors, and tax advisors to ensure compliance is seamless, structured, and never reactive.
We don’t just check boxes — we build systems that hold up as you scale.
External Audit & Assurance Support
Prepared schedules, reconciliations, and full PBC coordination to streamline the audit process.
Internal Controls & Process Design
Approval workflows, segregation of duties, and practical controls that reduce risk and support scale.
Regulatory & Payroll Compliance
Support across federal, state, and local requirements with consistent monitoring and documentation.
Process Documentation & SOP Development
Clear workflows and accountability structures that strengthen execution and consistency.
Coordination with External Tax Advisors
Seamless collaboration with CPAs to support filings, planning, and compliance readiness.
Sales Tax & Nexus Coordination
Tracking exposure, reconciliations, and coordination with advisors across jurisdictions.
Grant & Fund Compliance (Nonprofits)
Restricted fund tracking, grant reporting alignment, and donor compliance support.
Policy Development & Governance Support
Financial policies, approval matrices, and board-ready governance frameworks.
LUMIERE STRATEGIES' TEAM OF EXPERTS CAN HELP YOU LEVERAGE YOUR COMPANY'S STRENGTHS, IDENTIFY AND ADDRESS YOUR WEAKNESSES AND REALIZE HIDDEN OPPORTUNITIES
“Thanks to Lumiere, navigating the complex landscape of business compliance has become a breeze for us. Their attention to detail, proactive approach has ensured that we meet all regulatory requirements and also provided peace of mind. ”
“Working with Lumiere, we were able to truly understand how our business made money. Not surprisingly, it wasn’t just top line growth that drove earnings but changes to direct and indirect expenses that made the most impact.
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Learn more about working with Lumiere
Interested in Learning how Lumiere can deliver results?
We would love to discuss the challenges your business is facing and provide insight into how we can help deliver proven results.
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