01
Busy, but little left over?
Review spending and margin visibility.
Finance & Operations Advisory
Clearer numbers.
Stronger financial control.
A better-run business.
Lumen Grid Point helps owner-led businesses uncover overlooked costs, improve cash visibility, and fix financial workflows. We bring the numbers into order, implement practical improvements, and measure what changes.
Why clients bring us in
Your business is working hard. Are your numbers and processes keeping up?
When cash feels tight, the books are behind, or everything depends on you, the issue can reach beyond accounting. We help identify what is happening, what it may be costing, and what to address first.
02
Sales are growing, but cash is tight?
Examine collections and payment timing.
03
Books you cannot rely on?
Resolve backlogs, discrepancies, and reporting gaps.
04
Everything depends on one person?
Clarify responsibilities and simplify handoffs.
Why LGP
We connect the financial records with the way the business actually runs. That means looking at the numbers, contracts, workflows, and responsibilities together—then helping put practical improvements into place.
Selected professional experience
Experience behind the advice.
Built on more than 35 years of hands-on finance and operations experience.
These examples reflect the founder’s work in prior professional roles.
CASH LEADERSHIP
Stronger Cash Visibility and Financial Control
Developed a coordinated cash-management strategy combining daily forecasting, banking arrangements, and negotiated supplier terms. This gave management clearer visibility into cash needs and helped align incoming collections with payment obligations.
Introduced daily client billing and credit-card processing, clarified financial responsibilities, and strengthened supplier verification, payment approvals, and reconciliations—giving management better oversight of how money moved through the business.
DEPENDABLE RECORDS
Accurate Records. A Clearer Cash Position.
Identified and corrected a duplicate supplier entry that understated reported cash, restoring accuracy to the accounting records and giving management a clearer picture of the company’s recorded cash position.
The work demonstrated the value of looking beyond headline balances to investigate discrepancies, resolve errors, and establish dependable information for financial planning and management review.
TRANSACTION READINESS
Financial Preparation That Helped Complete a Sale
Led financial preparation and responses to acquisition due diligence, organizing records, reconciling balances, explaining variances, and clarifying revenue recognition and profitability. This work helped the owners complete the company’s sale.
Broader experience includes financial and operational reviews, finance transitions, process improvements, and systems integration—connecting transaction preparation with the practical work required to transition the business.
How we help
Start with the problem you need to solve.
You can inquire about bookkeeping, controller, or CFO support directly. A Power Audit is not required.
Bookkeeping and Catch-Up
Get your books current—and keep them dependable.
Our bookkeeping and catch-up support organizes transactions, reconciles accounts, resolves backlogs, and helps establish a reliable monthly routine. Controller review is included where agreed in the engagement scope.
Request a CallFractional Controller
Financial control you can use to run the business.
Hands-on fractional controller support connects month-end close, reconciliations, billing, receivables, payables, and reporting. We establish ownership, resolve discrepancies, and help you understand what needs action.
Request a CallFractional CFO
A clearer financial basis for your next decision.
Contract-based financial leadership brings together budgets, cash forecasts, scenario analysis, and performance reviews so owners can assess priorities, understand trade-offs, and plan ahead.
Request a CallThe LGP service path
Support for the next step.
Focused help, a clearer plan, implementation, or ongoing review—scoped to what your business needs.
Focused supportLumen Stabilization SprintWhen finance operations need focused attention.View scope
A focused engagement to assess urgent cash, reporting, workflow, or responsibility issues and establish near-term priorities. Scope, timing, availability, and follow-up are agreed before work begins.
Request a CallIn developmentLumen Power AuditKnow what to fix first—and why.View planned scope
A planned finance and operations diagnostic exploring potential financial leakage, cash-visibility gaps, inefficient work, and areas where controls need attention.
Planned outputs: a Power Grid Scorecard, a Waste and Leakage Report, and a prioritized 30/60/90-Day Power Plan with a management readout.
Availability and final scope must be confirmed before an engagement. Diagnosis, cleanup, and implementation are separately scoped. This is not a financial-statement assurance audit or an exhaustive investigation.
Request a Call to discuss potential fit.
Request a CallImplementationLumen Grid BuildTurn the improvement plan into a working process.View scope
We implement agreed changes to financial workflows, reporting, responsibilities, procedures, and supporting technology, with practical handoffs and a way to monitor progress.
Request a CallOngoing reviewLumen Command CenterKeep the improvements working.View scope
Ongoing financial leadership and operational review help owners monitor cash, reporting, spending, exceptions, and agreed priorities.
The proposal defines the review cadence, included work, and follow-up. Transaction bookkeeping is included only where expressly agreed.
Request a CallNeed urgent help? Request a Call to discuss a Stabilization Sprint.
Our approach
Diagnose. Prioritize. Build. Monitor.
Diagnose
Understand the starting point.
Review agreed records and talk with the people doing the work.
Prioritize
Set priorities.
Assess evidence, business impact, effort, and urgency.
Build
Implement the agreed changes.
Assign responsibilities and improve the process.
Monitor
Review the results.
Track the agreed measures and adjust where needed.
Assessment and implementation are separately agreed scopes; not every client needs every stage.
Value measurement
Measure what changes.
We agree on a starting point, track relevant improvements, and report verified results.
Supporting technology
Technology supports the work. Experienced people lead it.
Suitable software and automation can support agreed workflows. Financial interpretation, recommendations, and quality review remain human-led.
Request a Call
Tell us what is making the business harder to run.
Request a focused conversation about your current challenge, the outcome you need, and whether LGP is the right fit. If there is a fit, we will outline the appropriate next engagement.
Engagements are remote-first, with onsite time by agreement.
Not sure where to start?Use the Quick Grid Check
What needs attention first?
Select the issues you would like to discuss. This is a conversation starter, not a formal assessment or score.
Your selections can be added to the inquiry below.
Request a CallQuestions before we speak
A clear place to begin.
Do I need a Power Audit before bookkeeping or controller support?
No. We can scope bookkeeping, catch-up, controller, or CFO support directly. Power Audit remains in development and is not a prerequisite for those services.
What is planned for the Power Audit?
A scoped diagnostic with documented findings, a scorecard, a prioritized 30/60/90-Day Power Plan, and a management readout. It remains in development. Final scope and availability must be confirmed; cleanup and implementation would be separately agreed.
How do we get started?
Request a Call to discuss priorities and fit. For an agreed engagement, we confirm the required records and intake arrangements before document collection. Please do not send confidential records through the public form.