Business Details
Expert Accounting Solutions for Business Owners
Lumen CPA is a full-service public accounting firm dedicated to delivering comprehensive financial solutions through a blend of advanced technology and personalized service. With over 25 years of industry experience, our team of certified professionals specializes in virtual accounting, tax planning, financial reporting, and consulting services. We prioritize absolute integrity and client-centered relationships, leveraging cloud-based tools to provide real-time financial insights while maintaining traditional values of trust and collaboration.Our commitment to continuous learning and standardized best practices ensures accurate compliance with evolving regulations. By combining strategic expertise with a focus on reducing client stress, we empower business owners to achieve financial clarity and allocate more time to personal priorities.
Services
Virtual Accounting
Tax Planning
Management Reporting
Consulting Services
Financial Reporting
Highlights and features
- We combine 30+ years of accounting expertise with modern cloud technology.
- Our team includes certified professionals with diverse industry experience.
- We prioritize personalized service and transparent communication.
- We maintain the highest quality standards through independent peer reviews.
- We offer comprehensive financial solutions tailored to business growth needs.
Associations and certifications
- Private Companies Practice Section (PCPS)
- American Institute of Certified Public Accountants (AICPA)
- Ohio Society of Certified Public Accountants
- National Association of Certified Valuators and Analysts (NACVA)
- ISACA
Services
Virtual Accounting
Our virtual accounting services provide real-time financial management through customized cloud-based systems. We handle bookkeeping, reconciliation, and reporting while maintaining strict compliance standards. Clients receive unlimited technical support and flexible implementation options, including partial or full outsourcing. This solution enables business owners to manage operations remotely while ensuring accurate, up-to-date financial records.
Tax Planning
We develop strategic tax plans to minimize liabilities for individuals, corporations, and estates while maintaining complete regulatory compliance. Our services include quarterly projections, corporate structure analysis, and deferred compensation planning. With expertise in federal, state, and municipal tax codes, we deliver fixed-price packages that eliminate unexpected costs and ensure timely filings.
Management Reporting
Our management reporting delivers actionable insights through customized dashboards and profitability analyses. We create cash flow forecasts, segment performance reports, and trend analyses to support strategic decision-making. These reports integrate with cloud accounting systems to provide timely, accurate data that helps business owners optimize operations and growth strategies.
Consulting Services
We offer strategic consulting for succession planning, mergers and acquisitions, and business valuations. Our team provides forensic accounting, financial forecasting, and operational reviews to support critical business decisions. These services can be bundled with ongoing accounting packages or delivered as standalone projects for specific growth initiatives.
Financial Reporting
Our financial reporting services ensure compliance with GAAP standards through preparation, compilation, and review engagements. We assist with external audit requirements and provide detailed balance sheets, income statements, and cash flow analyses. These reports meet third-party needs while maintaining the integrity and accuracy required by lenders and investors.
People
Martin F. Kopmeyer
President
CPA with 30+ years of experience in accounting and advisory services. Leads company strategy and client services. Serves on multiple boards for non-profits and religious organizations.
Alexander Livecchi
Accountant
Accountant combining public accounting experience with corporate finance expertise. Specializes in technology integration for client solutions. Pursuing woodworking projects in personal time.
Areta Solecky
Accountant
CPA with diverse experience in public accounting, property management, and education. Provides outsourced accounting services while balancing family and cultural activities in Cleveland.
Barbara Morgan Popelmayer
Accountant
30-year CPA veteran with expertise in audits, tax preparation, and financial statement analysis. Active member of national and state accounting organizations.
Liz Csank
Office Manager
Experienced office administrator with 25+ years in construction and hospitality management. Coordinates daily operations and client support services for the accounting team.
Questions
What accounting services do you offer for small businesses?
We provide virtual accounting, tax planning, financial reporting, and business consulting tailored to small business needs.
How do you handle tax compliance for multiple business structures?
Our team specializes in tax planning for individuals, partnerships, S-corps, and C-corps with personalized compliance strategies.
Can you assist with cloud accounting implementation?
Yes, we offer customized cloud accounting solutions with system design, implementation, and ongoing support.
What sets your firm apart from other accounting services?
We combine 30+ years of experience with modern technology and personal client relationships for comprehensive financial solutions.
Do you provide financial reporting for investors or lenders?
Yes, we prepare GAAP-compliant financial statements and support services for external reporting needs.
How are your service packages priced?
We offer fixed-price packages with customizable options to match client requirements and budgets.
