Services

Fractional Chief Financial and Operating Officer

If you are not familiar with the concept of a fractional (or part-time) Chief Financial and Operating Officer (fCFOO), you are not alone. There aren’t many of us – we’re a bit of a business unicorn if you will. Business leaders with a proven track record of successfully managing operations and finance/accounting are a rare find. Our unique perspective allows us to strategically analyze, evaluate, and transform organizations to prepare for sustainable growth.

You know your business better than anyone, but a fCFOO provides a fresh outlook and insider knowledge on how to run a business. You can trust us to come up with strategic ideas and manage the day-to-day operations of your organization while you focus on reaching your company’s core vision and long-term financial and business goals.

Lumina Business Solutions serves as a trusted strategic partner to our clients, developing strong strategies for sustainable growth and identifying the tactics that will be deployed to achieve our goals. We identify obstacles holding your business back and suggest creative, yet simple, solutions to begin building the business you’ve dreamed of.

As the owner of a privately owned company, you are constantly faced with challenges: optimizing cash flow, maximizing profitability, accelerating growth, streamlining operations, ensuring staff is operating at maximum efficiency, remaining compliant with a myriad of rules and regulations…the list goes on and on.

Fortunately for our clients, there is almost no aspect of business management you can’t assign to Lumina Business Solutions: legal, tax, finance, human resources, technology, development, compliance, culture. A fCFOO can manage all aspects of your business’s operations, giving you an opportunity to visualize the big picture for your company’s direction and growth.

Lumina Business Solutions saves clients valuable time and resources. We improve clients’ profitability, from ideating and implementing creative tax mitigation strategies to reducing direct and indirect expenses that could be weighing down your bottom line. By combining financial savvy and organizational know-how, we give business owners the precious gift of time to do the things you truly enjoy doing, those things that grow revenue and expand your company’s reach.

Best of all, adding a fractional business manager to your team allows your business access to high-level expertise typically available only to large enterprises and high net worth business owners for a fraction of the cost of a full-time executive.

 

Our Approach:

Diagnose

Stop guessing. See the business clearly.

Outcome: A clear snapshot of what’s really happening.

Create Visibility

Turn numbers into insight.

Outcome: Fewer surprises. Better decisions.

Stabilize Operations

Fix what is slowing the business down.

Outcome: Less chaos. More execution.

Optimize Systems

Make the business easier to run.

Outcome: Cleaner data. Less manual work.

Enable Better Decisions

Lead proactively, not reactively.

Outcome: Calm, confident leadership.

Prepare for Scale

Grow without breaking what works.

Outcome: Sustainable growth and stronger enterprise value.

The Result

Clarity → Control → Confidence → Growth

 

We recognize that many small and midsize businesses also need help with the day-to-day duties of running a business that can often overwhelm staff and keep busy CEOs from working on what they enjoy. To address those needs, in addition to business leadership, we also offer our clients wrap-around business solutions, including bookkeeping, payroll processing, human resources management, benefits coordination, and virtual office management.

Through Lumina Business Solutions’ full suite of business services, we provide you with access to top talent while achieving significant cost savings.