Lumen Advisory

People Advisor certified People Advisor Certified
Gusto Silver Partner Badge
Gusto Silver Partner

Serves 29 Gusto clients | Partner since 2014

As a benefit to finding us here we are currently offering free payroll to businesses with under 5 employees! Email us for more details!

We are a "one stop shop" for entrepreneurs of all things payroll, accounting and finance. Our services are a la carte from basics to advisory, budgeting and fund raising.

Our most popular service is our unlimited support with all of our fixed priced packages. Take advantage of free advice on tax, entity structure, which apps to use, or fund raising.

Lumen isn't just our name, it's how we work - with transparency, enlightenment, and simplicity. We'll go the extra mile for you.

Our passion for entrepreneurs is evidenced by the long lasting relationship we build with our clients. Check out our site or send us a message. We want you to be our next great relationship!

Gusto Silver Partner Badge
Get in touch
Phone
Give them a call and learn if it's a match. KDgwMSkgMzEwLTM4ODY=
Email
Reach out to ask questions or express interest. bmlja0BsdW1lbmFkdmlzb3J5LmNvbQ==
Locations

Lumen Advisory

People Advisor certified People Advisor Certified

Serves 29 Gusto clients | Partner since 2014

As a benefit to finding us here we are currently offering free payroll to businesses with under 5 employees! Email us for more details!

We are a "one stop shop" for entrepreneurs of all things payroll, accounting and finance. Our services are a la carte from basics to advisory, budgeting and fund raising.

Our most popular service is our unlimited support with all of our fixed priced packages. Take advantage of free advice on tax, entity structure, which apps to use, or fund raising.

Lumen isn't just our name, it's how we work - with transparency, enlightenment, and simplicity. We'll go the extra mile for you.

Our passion for entrepreneurs is evidenced by the long lasting relationship we build with our clients. Check out our site or send us a message. We want you to be our next great relationship!

Client sizes

  • 1 employee
  • 2-20 employees
  • 21-50 employees

Software experience

Xero icon
Xero
Quickbooks Online icon
Quickbooks Online
Quickbooks Desktop icon
Quickbooks Desktop
Freshbooks icon
Freshbooks
TSheets icon
TSheets
When I Work icon
When I Work
Expensify icon
Expensify
Receipt Bank icon
Receipt Bank

Services offered

  • Bookkeeping
  • Consulting
  • Financial planning
  • HR
  • Manage payroll
  • Outsourced CFO
  • Tax preparation
  • R&D tax credit

Industries served

  • Accommodation & hospitality
  • Administration & support services
  • E-commerce
  • Education
  • Finance & insurance
  • Food & beverage
  • Franchises
  • Healthcare & social services
  • Marketing, advertising & consulting
  • Media & communications
  • Professional services
  • Real estate & hiring services
  • Repairs & personal services
  • Retail
  • Software startup
  • Transportation & storage

Client sizes

  • 1 employee
  • 2-20 employees
  • 21-50 employees
Team photos

Software experience

Xero icon
Xero
Quickbooks Online icon
Quickbooks Online
Quickbooks Desktop icon
Quickbooks Desktop
Freshbooks icon
Freshbooks
TSheets icon
TSheets
When I Work icon
When I Work
Expensify icon
Expensify
Receipt Bank icon
Receipt Bank

Services offered

  • Bookkeeping
  • Consulting
  • Financial planning
  • HR
  • Manage payroll
  • Outsourced CFO
  • Tax preparation
  • R&D tax credit

Industries served

  • Accommodation & hospitality
  • Administration & support services
  • E-commerce
  • Education
  • Finance & insurance
  • Food & beverage
  • Franchises
  • Healthcare & social services
  • Marketing, advertising & consulting
  • Media & communications
  • Professional services
  • Real estate & hiring services
  • Repairs & personal services
  • Retail
  • Software startup
  • Transportation & storage

Please note that Gusto does not guarantee the quality of any particular partner and that information on this page was submitted by the partner. This directory contains some of our recommended partners, but every business’s needs are different and you should take the time to evaluate the partners before selecting one.