Our Portfolio
Real results from real women entrepreneurs
See how we’ve helped ambitious women business owners gain financial clarity, increase profitability, and build sustainable wealth.
Featured Success Stories
Impact and Results
E-COMMERCE FOUNDER
Increased profit by 45%
From struggling with messy books to consistent growth through better inventory and cash flow management.
CREATIVE AGENCY OWNER
Saved 12 hours/month
Streamlined bookkeeping and automated expense tracking to focus more on her unique client strategy.
SERVICE CONSULTANT
Consistently paying herself
Implemented a structured salary model and tax-efficient strategy for her professional consulting firm.
RETAIL BUSINESS OWNER
$45,000 tax savings
Comprehensive tax planning and audit support for a flourishing local store and retail enterprise.
TECH STARTUP
35% Financial Clarity
Custom financial dashboards that helped secure funding and empower data-driven growth decisions.
WELLNESS BRAND
Doubled Cash Flow
Optimized pricing and operations for sustainable growth to ensure a healthy and profitable legacy.
15+
Years supporting women-led businesses
$2.8M+
In cash flow optimized for growth
90+
Happy women entrepreneurs
42%
Average improvement in financial confidence
Fashion & Lifestyle
Maria Rodriguez Strategy
The Challenge
Maria was struggling to manage her US taxes while trying to scale her boutique across the American market effectively.
The Solution
We provided a localized tax plan and a scaling strategy that prioritized cash flow for sustainable national expansion.
Results
Achieved a 45% profit boost and complete tax compliance for her growing brand.
Marketing Agency
Sofia Morales Journey
The Challenge
Sofia was burnt out and not paying herself consistently despite managing a high-revenue bilingual agency in Miami.
The Solution
Established a payroll structure and balance-focused budget to ensure she received a steady and fair salary monthly.
Results
Stable monthly owner pay and a 20-hour reduction in her weekly working commitments.
Tech Innovation Inc
Camila Torres Funding
The Challenge
Camila needed to secure Series A funding but lacked the organized financial reporting required by US venture capitalists.
The Solution
Implemented Fractional CFO services to clean her books and create investor-ready financial models and pitch deck data.
Results
Successfully secured $2M in funding with a 30% increase in overall company valuation.
★★★★★
"Lumina turned my financial stress into a clear roadmap. I finally pay myself a consistent salary and actually understand where my money is going each month. It's life-changing."
Sarah J., Boutique Agency Owner
The human impact of financial clarity
What Our Clients Say
★★★★★
"Working with them is like having a CFO and a business mentor rolled into one. They simplified my tax planning and saved me hundreds of hours of frustration."
Amina K., E-commerce Founder
★★★★★
"The personalized care is what sets Lumina apart. No call centers, just genuine experts who know my business name and my vision for growth."