top of page

Services

Bookkeeping, Payroll & Financial Support for Businesses of All Sizes & Sectors

Luminary provides bookkeeping, payroll, QuickBooks support, and advisory services for anyone who needs it. Our focus is accurate records, organized systems, and reliable reporting.

​

We offer ongoing and project-based services.

A tidy office desk with an open laptop, smartphone, colorful pens, and papers. In the background, there’s a wooden bookshelf with books, framed photos, and a potted plant. Warm lighting creates a cozy atmosphere.

Bookkeeping

Accurate bookkeeping provides the foundation for sound financial decisions. We maintain clean, organized records so you always have clear financial visibility.

​

Services include:

  • Recording and categorizing transactions

  • Bank and credit card reconciliations

  • Accounts payable and accounts receivable

  • Financial reporting (non-attest services)

  • Monthly, weekly, quarterly (remote or on-site)

Payroll & Required Filings

Payroll and compliance require consistency and attention to detail. We help ensure your reporting obligations are completed accurately and on time.

​

Services include:

  • Payroll setup and processing

  • W-2 and 1099 preparation

  • Sales tax and room tax filings

  • Wisconsin DFI annual report filing

  • Worker’s compensation audit support

Close-up of overlapping calendar pages, with visible numbers in gold and blue, highlighting dates such as 19, 20, and 27. The image is out of focus, creating a soft, minimalistic appearance.
A person in a beige blazer is typing on a laptop placed on a white surface, with sunlight casting shadows on their hands and clothing.

QuickBooks Online Support

QuickBooks works best when set up correctly and maintained consistently. We provide setup, cleanup, and training to ensure your system supports your business.

​

Services include:

  • QuickBooks Online setup

  • Account conversions

  • Cleanup of existing books

  • Remote or on-site training

​

Clients may choose full-service bookkeeping or internal management with support.

Advisory & Interim Support

As businesses grow, financial processes often need adjustment. We provide practical support during transitions and periods of change.

​

Services include:

  • Business advisory

  • Temporary on-site bookkeeping support

  • Staff training

  • Process improvement

A tidy white desk with a laptop, open planner, glasses, gold lamp, Starbucks cup, pens, paper clips, sticky notes, and a decorative box labeled “Glamorous Planning” on a wooden floor background.

Services Not Provided

Luminary does not provide:

  • Tax preparation or tax planning

  • Attest services (reviewed or audited financial statements)

​

We coordinate with your CPA to ensure your records are organized and year-end ready.

Schedule a Consultation

If you need consistent bookkeeping, reliable payroll support, or assistance with QuickBooks, we’re available to help.

Frequently Asked Questions

bottom of page