Services
Bookkeeping support to keep your records accurate, current, and ready for tax season.
- QuickBooks, Wave, or Zoho Books Set up your bookkeeping system properly from the start.
- Chart of Accounts Setup Create a clean chart of accounts tailored to your business.
- Ongoing Monthly Bookkeeping Recurring support to keep books current, organized, and easy to understand.
- Manage Ecommerce Bookkeeping support for Shopify, Etsy, and ecommerce workflows.
- Catch-Up & Cleanup Get overdue or disorganized books back in shape and ready for tax season.
- General / Custom Bookkeeping Support Flexible help for unique situations, special projects, or custom workflows.
- Tax-Ready Bookkeeping I organize and prepare your financial records so everything is ready for your tax preparer or filing process.
- 1099s, sales tax & partnership documents I get everything organized and ready for your tax preparer, including 1099s, sales tax reports, and partnership returns.
- Clean Year-End Records Clean, accurate records and reports to help make tax season smoother and less stressful.
Who I help
Lumera Financial specializes in helping small businesses, online sellers, and self employed individuals who want reliable bookkeeping support without the complexity of a large firm.
Platforms supported
About Me
I work with self employed individuals, small businesses, and ecommerce sellers who want bookkeeping support that feels clear, calm, and personal.
A personal approach
My goal is to make bookkeeping feel less overwhelming and more manageable. Whether you need ongoing bookkeeping, cleanup work, or help getting organized, I focus on practical support, clear communication, and making sure your books are ready for tax season.
Certifications & badges
Intuit ProAdvisor Gold
Trusted QuickBooks and advisory credentials.
Why choose Lumera Financial
Focused support for small businesses, self employed individuals, and online sellers who want clear books and reliable help.
Specialized expertise
Experience supporting small businesses, expats, and ecommerce sellers using QuickBooks, Wave, and Zoho Books.
Simple communication
Clear explanations and fast responses so you always understand your numbers.
Flexible remote service
Secure online workflows make it easy to collaborate wherever you are.
Let’s make your bookkeeping simpler.
Reach out for a friendly conversation about bookkeeping, cleanup work, or getting your books tax-ready, and we’ll figure out the best next step.
Frequently asked questions
Yes. All bookkeeping work is handled securely online, so we can work together no matter where you are.
Yes. I offer cleanup and catch-up services to get your books organized and up to date.
Yes. I work with freelancers, independent contractors, and small business owners who need clear and reliable bookkeeping support.
Yes. I work with Shopify and Etsy sellers and help manage bookkeeping for online sales and payouts.
I don’t file taxes, but I prepare your books and reports so everything is ready for your tax preparer or CPA.
Yes. I organize your records and reports so your sales tax filings are accurate and easier to manage.
Contact Me
If you’d like help with bookkeeping, cleanup work, or getting your records tax-ready, send me a message and I’ll get back to you.