Lumen Advisory & Finance

Accountant · 10 Broadway, Salt Lake City, Utah

  • Silver partner

    Partner status

    Silver partner 
  • Partner since 2010

    Experience

    Partner since 2010 
  • Xero advisor certified

    Certification

    Xero advisor certified 

About us

Lumen loves small business!

We have been in this space for many years and it's what keeps us going. We are a "one stop shop" for entrepreneurs of all things accounting and finance. Our services are a la carte from basic bookkeeping and payroll, to advisory, budgeting and fund raising. Our most popular service is our unlimited support with all of our fixed priced packages. Take advantage of free advice on tax, entity structure, which apps to use, or fund raising. Lumen isn't just our name, it's how we work - with transparency, enlightenment, and simplicity. We'll go the extra mile for you. Our passion for entrepreneurs is evidenced by the long lasting relationship we build with our clients. Check out our site or send us a message. We want you to be our next great relationship!

Affiliations

  • American Institute of CPAs
  • The Institute of Internal Auditors

Find us on the web

Meet the team

Lumen Advisory & Finance advisors: 5 - Xero certifications: 0

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

James Whelchel

Accounting Manager

Profile image for James Whelchel
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.

Mitchell Bird

Accounting Manager

Profile image for Mitchell Bird
  • 1 year Xerocon attendance

Accounting is the language of business! For this reason I enjoy working with companies and clients to support and improve their financial reporting.

Lumen Advisory & Finance: Bank experience

Clients of Lumen Advisory & Finance connect to a range of banks via Xero. Lumen Advisory & Finance specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections 


  • Capital One
  • PayPal
  • Westpac
  • Silicon Valley Bank
  • Wells Fargo

Lumen Advisory & Finance: Industry experience

Lumen Advisory & Finance works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served 


  • Professional services
  • Finance and insurance
  • Marketing, advertising and consulting
  • Real estate and hiring services
  • E-commerce
  • Arts and recreation
  • Retail
  • Repairs and personal services
  • Media and communications

Lumen Advisory & Finance : App experience

Lumen Advisory & Finance serves clients who use 13 different apps that connect and integrate with Xero.


Find us

Lumen Advisory & Finance has offices in 2 locations

Salt Lake City

10 Broadway, Salt Lake City, 84101, Utah

+1 801-310-3886

Denver

13125 West 2nd Place, #2522, Denver, 80228, Colorado

+1 801-310-3886

New to Xero? Lumen Advisory & Finance can help

Xero is beautiful online accounting software for smaller businesses. Lumen Advisory & Finance can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

  • 4 Years Xerocon Attendance ?
    The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
  • Partner since 2010

Awards

  • Bookkeeping Partner of the Year 2013 US,
  • Bookkeeping Partner of the Year 2013 US,
  • Xero Partner Advisory Board 2015 US
Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.