Business Details
Your Trusted Partner for Accounting Solutions
Lumen CPA is a full-service public accounting firm dedicated to providing peace of mind through expert financial guidance. With over 30 years of combined experience, our team combines smart technology, personalized service, and time-tested methodologies to help business owners navigate complex tax laws and accounting requirements. We specialize in virtual accounting solutions that enable clients to focus on family, faith, and business growth while we handle financial compliance. Our services include tax planning, management reporting, and strategic consulting tailored to small and medium-sized businesses.Rooted in traditional values yet embracing modern technology, we maintain close client relationships while adhering to the highest professional standards. Our commitment to quality is demonstrated through memberships in leading accounting organizations and successful independent peer reviews. We serve clients nationwide from our Independence, Ohio headquarters, offering fixed-price packages for predictable budgeting.
Services
Virtual Accounting
Tax Planning
Management Reporting
Financial Consulting
Corporate Compliance
Highlights and features
- We offer 30+ years of combined experience in public accounting and tax services
- Our virtual accounting solutions enable real-time financial management from any location
- We provide personalized service with a focus on long-term client relationships
- Our team includes CPAs with diverse industry expertise and advanced certifications
- We maintain the highest quality standards through regular independent peer reviews
Associations and certifications
- 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 cloud-based platforms. Clients access their financial data from anywhere while our experts handle bookkeeping, reconciliations, and reporting. This service includes monthly check-ups, bill payment management, and integration with popular accounting software, ensuring accurate financial tracking and decision-making support.
Tax Planning
We develop customized tax planning strategies to minimize liabilities for individuals and businesses. Our services cover federal, state, and local tax compliance, quarterly projections, and complex tax elections. With expertise in corporate structures and estate planning, we help clients navigate changing regulations while optimizing their tax positions through proactive planning.
Management Reporting
Our management reporting delivers actionable financial insights through customized dashboards and performance metrics. We analyze profitability by business segment, create cash flow forecasts, and track key performance indicators to support strategic decision-making. This service helps business owners monitor operations and identify growth opportunities.
Financial Consulting
We provide strategic consulting services including succession planning, mergers and acquisitions support, and business valuations. Our experts offer objective guidance on financial forecasting, operational improvements, and risk management. This service helps business owners navigate challenges and capitalize on growth opportunities with data-driven recommendations.
Corporate Compliance
Our compliance services ensure businesses meet all financial reporting requirements. We prepare GAAP-compliant financial statements, perform audits and reviews, and assist with regulatory filings. This service provides assurance to stakeholders while maintaining adherence to professional standards through rigorous quality control processes.
People
Martin F. Kopmeyer
President
CPA with 30+ years experience leading accounting strategy. Serves on multiple nonprofit boards and previously held CFO roles. Combines technical expertise with strategic vision to guide client services.
Alexander Livecchi
Accountant
Technology-focused accountant with corporate finance experience. Specializes in integrating digital solutions for tax and accounting services. Passionate about leveraging technology to improve client financial management processes.
Areta Solecky
Accountant
CPA with diverse background in public accounting and corporate roles. Provides outsourced accounting services with expertise in business operations and financial management. Brings practical insights from property management and corporate experience.
Barbara Morgan Popelmayer
Accountant
30-year accounting veteran with expertise in audits and tax compliance. Member of professional accounting organizations. Specializes in financial statement preparation and serving closely-held businesses with personalized solutions.
Liz Csank
Office Manager
Experienced office administrator with 25+ years in management roles. Coordinates team operations and client support. Applies organizational skills from construction and restaurant industries to ensure efficient office functions.
Questions
What accounting services do you offer for small businesses?
We provide virtual accounting, tax planning, financial reporting, and business consulting services tailored to small businesses. Our cloud-based solutions include bookkeeping, bill payment management, and financial dashboards.
How do your virtual accounting services work?
Our virtual accounting uses secure cloud technology for real-time financial management. We implement customized systems, provide monthly reconciliations, and offer training to help business owners manage finances from any location.
What tax planning services do you provide?
We offer comprehensive tax planning including quarterly projections, corporate structure analysis, and estate planning strategies. Our goal is to minimize tax liabilities while ensuring compliance with changing regulations.
Do you work with businesses outside Ohio?
Yes, we serve clients nationwide through our virtual platform. While based in Independence, Ohio, our cloud-based services allow us to work with businesses across the United States.
What experience do your accountants have?
Our team includes CPAs with decades of experience in public accounting, corporate finance, and industry-specific roles. We combine technical expertise with practical business knowledge to deliver valuable financial guidance.
How are your services priced?
We offer fixed-price monthly packages that include core services. Additional services are either included in bundles or priced separately based on specific client needs and project scope.
