At Lumix CPAs and Advisors, we provide quality accounting services and are trusted business advisors to clients. We pride ourselves on working closely with clients to assist in their financial success. Over 85% of our business comes from referrals from current clients and other accounting professionals. We have a 100% success rate in clean financial statement audit opinions for all our clients.
Our firm is located in Chevy Chase, Maryland. We serve Bethesda, Montgomery County, greater Washington DC, as well as other national markets virtually. There are many moving parts to the financial success of a business. We provide you with the flexibility to choose the services you need to fill the gaps that are preventing your business from operating smoothly.
Depending on your needs, we can either process all your transactions or only period-end adjustments. Then, we deliver a full set of reports and analysis on a regular basis (monthly or quarterly). Let us prepare financial statements for your audit and provide support throughout the audit cycle.
Our firm is located in Chevy Chase, Maryland. We serve Bethesda, Montgomery County, greater Washington DC, as well as other national markets virtually. There are many moving parts to the financial success of a business. We provide you with the flexibility to choose the services you need to fill the gaps that are preventing your business from operating smoothly.
Depending on your needs, we can either process all your transactions or only period-end adjustments. Then, we deliver a full set of reports and analysis on a regular basis (monthly or quarterly). Let us prepare financial statements for your audit and provide support throughout the audit cycle.
Services
At Lumix CPAs and Advisors, we blend innovation, creativity, technologies, and accounting knowledge to provide the financial guidance and expertise clients need to grow their organizations.
We partner with clients to shed light on the big picture so they can make the important decisions that further their mission.
Lumix CPAs and Advisors was founded in 1992 as MT Pinero, P.C. primarily offering auditing services to not-for-profit clients.
However, we soon realized that we preferred to take on a more proactive approach to help businesses implement efficient processes that would assist their growth and work with clients as advisors before, during and after the audit.
We partner with clients to shed light on the big picture so they can make the important decisions that further their mission.
Lumix CPAs and Advisors was founded in 1992 as MT Pinero, P.C. primarily offering auditing services to not-for-profit clients.
However, we soon realized that we preferred to take on a more proactive approach to help businesses implement efficient processes that would assist their growth and work with clients as advisors before, during and after the audit.
Lumix Payroll & HR Solutions, P.C. offers outsourced Payroll and Human Resources services to businesses that cannot afford their own payroll and HR staff.
Our highly experienced HR professionals can handle everything from weekly payrolls and employee issues, to federal, state, and local employment law compliance.
We offer Payroll and HR solutions that are customized to the specific needs of your organization.
Whether your operation lacks someone to handle daily HR requirements, or you have HR personnel and need more of the time-consuming tasks handled by an outsourced team, we can offer the right level of support for your nonprofit HR and payroll needs.
Our highly experienced HR professionals can handle everything from weekly payrolls and employee issues, to federal, state, and local employment law compliance.
We offer Payroll and HR solutions that are customized to the specific needs of your organization.
Whether your operation lacks someone to handle daily HR requirements, or you have HR personnel and need more of the time-consuming tasks handled by an outsourced team, we can offer the right level of support for your nonprofit HR and payroll needs.
Did you know that your nonprofit organization has most of the same needs as a for-profit business?
For starters, it needs to at least break even, but it should have a planned surplus from operations to build a reserve for future projects or unexpected funding shortfalls.
It has to carefully monitor cash flow, have available lines of credit, and meet the employment tax and regulatory requirements imposed on all businesses.
Accounting specifics to the industry - What do the financial statements specific to nonprofit organizations mean?
For starters, it needs to at least break even, but it should have a planned surplus from operations to build a reserve for future projects or unexpected funding shortfalls.
It has to carefully monitor cash flow, have available lines of credit, and meet the employment tax and regulatory requirements imposed on all businesses.
Accounting specifics to the industry - What do the financial statements specific to nonprofit organizations mean?
Or choose Lumix to outsource some or all of your financial and regulatory grant compliance.
As a mission-based organization, you know that government grants are key to expanding your capacity and reach.
But they come with a host of special (sometimes contradictory) requirements.
Efficient processes for accounts payable/receivable, payroll, time-keeping, financial reporting, annual audits, and tracking direct and indirect costs.
Required policies, procedures, templates; uniform data-collection for program reports; separation of lobbying and conference activities; exporting a range of accounting/grant data; staff training on general grant requirements as well as how to use reporting and similar platforms; tracking compliance with special conditions as well as with OMB Uniform Guidance.
As a mission-based organization, you know that government grants are key to expanding your capacity and reach.
But they come with a host of special (sometimes contradictory) requirements.
Efficient processes for accounts payable/receivable, payroll, time-keeping, financial reporting, annual audits, and tracking direct and indirect costs.
Required policies, procedures, templates; uniform data-collection for program reports; separation of lobbying and conference activities; exporting a range of accounting/grant data; staff training on general grant requirements as well as how to use reporting and similar platforms; tracking compliance with special conditions as well as with OMB Uniform Guidance.
Nonprofit accounting, including operations in multi-entity, multi-currency environments, requires extensive experience with grants management, charitable registrations, restricted funds, and industry backed technologies.
As an exempt organization accountable to Board members and the public, accurate and transparent reporting is vital to your success.
You can trust that we will take care of your accounting functions so you can focus on your mission.
We understand the urgent needs of maintaining a clear trust fund (IOLTA) account and have worked very closely with many attorneys in maintaining a transparent system.
As an exempt organization accountable to Board members and the public, accurate and transparent reporting is vital to your success.
You can trust that we will take care of your accounting functions so you can focus on your mission.
We understand the urgent needs of maintaining a clear trust fund (IOLTA) account and have worked very closely with many attorneys in maintaining a transparent system.
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