Our Services

Our services range far and bright

Lumen are financial management and accounting experts for impact organisations and values-driven businesses. We can help you identify skills gaps, bolster operations, modernise processes, and find a clear path towards financial sustainability.

Our Services

Our services range far and bright

We Are Lumen are financial management and accounting experts for impact organisations and values-driven businesses. We can help you identify skills gaps, bolster operations, modernise processes, and find a clear path towards financial sustainability.

Jacki at whiteboard, with person watching up close and one further away.

Outsourcing scaled to suit

Our services are scaled to suit and can be as hands-on or otherwise as you need. For example, you might have your bookkeeping already taken care of, or you may have an accountant or a finance manager in your team.

Take a look at Lumen services and
let us know how we can help you.

Operational transformation

Do you ever wonder if there’s a better way? We can analyse and modernise your ways of working for greater efficiency and transparency.

  • System and process review
  • Finance modernisation roadmap
  • Transition to Xero
  • Implementation of other technology and tools to suit
  • Reporting framework redesign
See Success Story
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Photo of three people using laptops at meeting table, one person leaning looking at another's laptop.

Financial management

We are the specialists in financial for a suite of must-have functions for healthy and growing organisations.

  • Accounts payable
  • Accounts receivable
  • Payroll
  • Bookkeeping
  • Month end processes
  • Financial control including cash forecasting
  • Management reporting
  • Liaison with auditors and other advisors
See Success Story

“I cannot recommend Lumen enough. Delighted by their work we now work with permanently with Jacki and her team, in-sourcing them for all PETAA's financial needs”

Megan Edwards, CEO
Primary English Teaching Association of Australia
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How we work with you

Like glue

Think of us as glue. We work with you and your management team, your existing finance team (if you have one), and your external accountant or auditor.

Open communication

We don’t advise from afar and we don’t leave you wondering how to implement a set of recommendations without help.

Experience shared

We bring 30+ years of experience from corporate land and offer expert advice on some of the grittiest areas in finance.

Featured Case Study

The Primary English Teaching Association Australia (PETAA)

PETAA is a national, not-for-profit professional association supporting primary school educators.

  • Improved systems and streamlined processes with more accurate and timely financial reporting
  • Savings for the organisation in the cost of the finance function 
  • Development of a new budget model and forecast process to help management plan and navigate ongoing financial sustainability
View Details
Having engaged us to complete a financial diagnostic review, We Are Lumen supported their transition from Reckon to Xero and implemented a new reporting framework for management and the Board. We now manage PETAA’s financials end-to-end, including bookkeeping, payroll, monthly accounting and reporting, plus budgeting and forecasting.
More case studies