Working With Luminaris

Fractional CFO & Controller Leadership For Growing Businesses

Luminaris Finance & Operations supports owner-led businesses that have outgrown basic bookkeeping and need experienced financial oversight, clarity, and decision support — without building a full internal finance team.

Who We Typically Work With

Luminaris is typically engaged by:

  • Privately held, owner-led businesses
  • Approximately $500K–$15M in annual revenue
  • Companies with existing bookkeeping or accounting support
  • Leadership teams navigating growth, complexity, or transition

Most clients already have a CPA and bookkeeping in place. Our role is to provide financial leadership layered on top of those functions.

What We Do

Fractional CFO Leadership

  • Financial planning, forecasting, and cash flow visibility
  • Decision support for growth, hiring, and capital planning
  • Financial insight translated into clear, actionable guidance

Controller-Level Oversight

  • Oversight of month-end close and reporting
  • Financial accuracy, structure, and internal controls
  • Coordination between ownership, operations, and external advisors

Supporting Financial Operations

  • Oversight of accounting workflows
  • Accounting clean-up and stabilization as needed
  • Payroll and AR/AP coordination through established systems

What We Do Not Do

To maintain clear role alignment:

  • We do not provide tax preparation or tax advisory services
  • We do not perform audits, reviews, or attest services
  • We do not provide legal or investment advice

Luminaris may assist management in preparing requested financial documentation and serve as a liaison during audit or review engagements, while CPA firms retain full responsibility for all attest services.

CPA firms remain the primary partner for all tax, compliance, and attest work.

Luminaris is introduced when

Luminaris may be introduced when:

  • The business has outgrown basic bookkeeping
  • Financial information exists but lacks clarity or consistency
  • Growth decisions require more structured financial insight
  • Executive-level financial oversight is needed on a fractional basis

Next Steps

If you’re exploring whether this level of support is appropriate, the next step is a brief introductory conversation to confirm fit and timing.

Request an Introductory Discussion