LumenAccountants

QuickBooks OnlineXeroWave
What we handle

A full-service accounting foundation.

01

Live bookkeeping systems

Monthly categorization, bank and credit card reconciliation, and clean ledgers you can trust.

02

Payroll coordination

We align payroll journals, taxes, benefits, and job costing with your provider.

03

Tax-ready reporting

Organized financials, balance sheet reviews, and documentation ready for filings.

04

Cash flow forecasting

Short-term forecasts, scenario planning, and runway visibility.

05

Catch-up projects

Bring overdue books current with a focused cleanup sprint.

06

Advisory support

Monthly calls, KPI tracking, and actionable priorities for Maryland leaders.

Software stack

We optimize your accounting platform.

QuickBooks Online

Cleanup, reporting, and integrations tailored to your chart of accounts.

Xero

Automation-first workflows with clean reconciliations.

Wave

Lean bookkeeping with polished monthly close routines.

Industries

Specialists in high-detail, regulated, and high-volume industries.

Automotive & auto repair shops

  • QBO setup for auto repair shops & service centers.
  • Parts, labor, invoices, and repair order tracking.
  • Integrations with Shopmonkey, Tekmetric, Shop-Ware.
  • Monthly reconciliation of parts suppliers & processors.
  • Fleet invoices, warranties, and service history.
  • Inventory setup for parts & consumables.
  • Vendor management for mechanics and subcontractors.

Maryland-specific expertise

  • Maryland Comptroller sales tax setup.
  • MD Department of Labor unemployment reports.
  • Documentation support for MHIC licensing.
  • Support for Maryland construction, auto, towing & shops.
  • Workflows with M&T, Bank of America, Wells Fargo, Truist.

Construction & contractors

  • Job costing, class tracking & project profitability.
  • Certified Payroll Reports (CPR) for MD contractors.
  • Subcontractor payments & 1099 tracking.
  • QBO integration with Jobber, Buildertrend, Housecall Pro.
  • Chart of Accounts tailored to construction trades.
  • Financials for MHIC licensing (Maryland).
  • Materials, retainage, deposits & progress invoicing.

Towing companies

  • QBO setup for towing businesses.
  • Per-call revenue, storage fees & municipal rates.
  • Fuel, repair & driver expense tracking.
  • Integration with Towbook, SpotOn, Square, Stripe.
  • Reconciliation of police towing & insurance payouts.
  • Fleet maintenance cost tracking.

Frequently Asked Questions

How fast can you clean up overdue books?+

Most catch-up projects are completed in 2 to 4 weeks, depending on volume and access to prior statements.

Do you work with my existing QuickBooks/Xero setup?+

Yes. We audit the current setup, fix the chart of accounts, and optimize workflows without disrupting your history.

Will you coordinate with my CPA?+

Absolutely. We deliver tax-ready reports and share reconciliations so filings are smooth and on time.

What industries do you specialize in?+

Automotive, towing, construction, and Maryland-specific businesses are our core focus areas.

How do you handle monthly reporting?+

We close monthly, send a clean financial packet, and highlight trends, risks, and action items.

Is support available outside Maryland?+

Yes. We support remote clients across the USA with the same reporting cadence and standards.

Need a tailored scope?

We build custom plans for multi-entity companies, nonprofits, and multi-state operations. Tell us your stack, and we will map the right workflow.

Talk to an Advisor
QuickBooks OnlineXeroWave