Aligning Your Technology With Your Goals For Tomorrow

Technology May Run Your Firm, but You’re Not in the Business of Running Technology.

As the owner of an accounting firm you want your people to be productive and working – making money for the practice. What you don’t want to do is spend a lot of time managing your technology. More importantly, you don’t want to deal with technology that doesn’t consistently work.

Lumos is a "Technology Success Provider". We deliver consistent, predictable results for your firm, from your technology.

Predictable results from your technology means more productivity from your team. That means better margins and improved profits. It means tangible business results.

Let’s face it: all IT service providers tell you they “get to know your business”. You don’t need yet another IT service provider doing break-fix work, or a Managed Services Provider focused on selling you the latest cloud gizmo. You need someone with a proven process that delivers predictable business results from your technology.

Let's discuss your firm's specific needs and the plan that will best meet your objectives.

Our Process - The 5 Pillars of Our Success

For most Accounting firms connecting the dots when it comes to technology can be confusing, time consuming, frustrating, and COSTLY!

Despite firms relying on technology to operate, many firms continue to ignore their IT until a major issue occurs, resulting in expensive downtime, lost production, idle staff, possible loss of business reputation, and big repair bills.

That’s why we develop and provide services to help clients: minimize risks to their practice, improve operating efficiencies and productivity to increase profitability.

What sets Lumos apart from most IT firms is our clear, long-term strategy which we deliver in the form of our proven process - 5 Pillars of Success.

Our 5 Pillars of Success are our “Best Practice” guidelines that define the configuration standard to ensure optimal security, stability and reliability for the modern accounting firm.

Our services at a glance


Technology Consulting

Who is providing the required technology vision and leadership in your firm?

As your fractional CIO, our technology success manager sees themselves as a partner in your business, which means we’re just as accountable for delivering results as any other internal department. Because we’re constantly documenting systems, collecting data, and establishing metrics, we’re uniquely positioned to advise your firm on the impact of technology operations, helping to bolster your bottom line.


Technology Alignment Management

Our dedicated Technology Alignment Managers are experts on auditing and alignment and on site from the very first day we begin working with a client. They oversee the installation of our standardized toolset we use to support the client, and ensure everything integrates seamlessly with a client’s existing systems. This can take anywhere from a few days to several weeks, depending on the size of the company and unique requirements. They don’t leave until everything is working properly. The real work for our network administrators begins after the initial setup ends. During their scheduled on-site visits, they focus on the big picture while providing total transparency and communication to management of the overall health of the IT environment. Their role is crucial, and is one that truly differentiates Lumos from our competitors.


Accounting Services

At lumos, the accounting & tax experienced team provide the following services:

  • Accounting & Tax
  • Preparation of Income Tax Returns for Individuals, Partnerships, Trusts, Companies and Self Managed Super Funds
  • Goods and Services Tax
  • Fringe Benefits Tax
  • Capital Gains Tax
  • Annual and Period Financial Statements
  • Cash Flow and Forecasts
  • Preparation of Income Tax Returns for Individuals, Partnerships, Trusts, Companies and Self Managed Super Funds
  • Accounting software advice and installation
  • Business Analysis & Valuations
  • Associations and club audits
  • Trust Account audits

Maintenance and Monitoring

All patches, updates, and other necessary actions will be completed seamlessly behind the scenes so you don’t have to worry about your IT and can enjoy peace of mind.


Maintenance and Monitoring

Access your data from anywhere in the world, anytime, from any internet connected device.

Most of us have used Microsoft’s Office suite for years. Outlook, Word, Excel, etc. have become the go-to applications for email and productivity; not just in Enterprise Corporations but right down to smallest of businesses. Over the past several years, there has been a paradigm shift in the world of software: from something you bought and installed on your computer or network, to something you subscribed to and accessed with a web browser. This is cloud computing.


Network & Cyber Security

With advancing IT security threats and an ever-expanding reliance on technology in the workplace, businesses are starting to understand why network security impacts their people, processes, and bottom line.

It’s our job to take the think-work out of security for you. We provide the services and strategy to defend your business against cyber threats and prepare for future attacks.

As Cyber Security is about risk management and everyone as their own level of risk tolerance, we offer multiple levels of protection. Beginning with our Foundation Security Services, which consist of the tools that every business, regardless of size, needs to stay safe from cyber attacks.


Disaster Recovery & Business Continuity

Peace of mind and certainty having the knowledge that your data is safe and sound and you're able to get back operational fast when disaster strikes. Every business knows the importance of their data. The risk of losing your data is one of the biggest threats to your business. Do you know FOR SURE if your business could survive a theft, fire, flood, severe storm or even a server crash?