An innovative accounting and advisory firm
that offers customizable services
to fit your specific needs.

Your Financials. Enlightened.

Our Firm

At Lumix CPAs and Advisors, we provide quality accounting services and are trusted business advisors to clients. We pride ourselves on working closely with clients to assist in their financial success.

Over 85% of our business comes from referrals from current clients and other accounting professionals.
We have a 100% success rate in clean financial statement audit opinions for all our clients.
Our clients have never had to pay additional taxes from an IRS-initiated audit.

Our firm is located in Chevy Chase, Maryland. We serve Bethesda, Montgomery County, greater Washington DC, as well as other national markets virtually.

Proud Members of:

Our Services

Click on our services to find out more.

There are many moving parts to the financial success of a business. We provide you with the flexibility to choose the services you need to fill the gaps that are preventing your business from operating smoothly.

Financial Statements

Depending on your needs, we can either process all your transactions or only period-end adjustments. Then, we deliver a full set of reports and analysis on a regular basis (monthly or quarterly).

Audit Preparation and Liaison

Let us prepare financial statements for your audit and provide support throughout the audit cycle.

Federal Grants

We understand the additional requirements of these grants and will help you meet them. For instance, we track reimbursements and draw funds in addition to keeping a detailed accounting of expenses.

CFO Services

Many times, unexpected issues arise that require your immediate attention. We are available for you to leverage our expertise so you can make well-informed decisions.

Payroll

We offer full payroll processing including electronic payments, electronic pay stubs, and compliance with IRS and state agencies.

Foundation Grants

We work with you to prepare grant proposal budgets, set up systems for accurate reporting, and prepare your financial reports to foundations.

Budgets, Projections & Cash Management

We provide you with the financial analysis you need to align your performance with your long and short-term goals.

Accounting Department Structure

We thoroughly review the systems used to process your financial information. Then, we recommend a more efficient system with stronger controls and reliability, and train your staff on the new procedures.

Human Resources

We organize your personnel information, prepare policies and manuals, and make sure you are compliant with federal and state laws.

Indirect Cost Services

Recovering the correct amount of overhead on your grants can make the difference in your not-for-profit organization’s ability to thrive. What is the correct amount? We can calculate this ratio and prepare the Negotiated Indirect Cost Rate Agreement (NICRA) to submit to your cognizant agency.

Charitable Registrations

Soliciting funds requires proper registration with state authorities each year. Let us manage this compliance task for you.

Metrics and KPIs

We track measurements of your strategic objective and financial health against similar entities and recognized key performance indicators (KPIs).

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"There is no doubt that we are a stronger organization because of our partnership."
Kenneth Campbell, Former President
Black Alliance for Educational Options

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An innovative accounting and advisory firm that offers customizable services to fit your specific needs.