Accreditations & Memberships
If you've been putting off changing accountants because it feels like a hassle, here's the good news: it isn't, because we do the hard part. You send your current accountant a short email, and we handle the professional clearance, request all your records and get you set up on Xero. Most people are surprised how little they have to do. You'll deal directly with Chris Sullivan ACA throughout, in plain English, from the very first call.
Prefer to talk? Call 01962 435112
Free, no-pressure call to check we're a good fit
Professional clearance & records handled for you
Switch mid-year — you don't have to wait
You always deal with Chris Sullivan ACA
Most people don't leave their accountant over one big thing — it's the steady drip of feeling like an afterthought. If you recognise a few of these, you're not being fussy, and you're not alone.
They surface once a year to file, then go quiet. With Lumi you're a client all year round, with proactive check-ins rather than radio silence.
Always in touchReports full of jargon that leave you none the wiser. We explain what your figures actually mean, in everyday language, so you can make decisions with confidence.
Plain EnglishEmails that sit for days and calls that don't come back. With Lumi you get a responsive, single point of contact who actually gets back to you.
ResponsiveA quick question turns into an invoice you didn't expect. Our fees are one transparent monthly amount, so you always know where you stand.
Fixed monthly feeA different name every year and nobody who really knows your business. At Lumi you deal directly with Chris Sullivan ACA, every time — no being passed around.
One accountantThey file what's in front of them and nothing more. We look ahead — salary vs dividends, timing, allowances — and tell you what to do before the year-end, not after.
ProactiveChanging accountants is a well-trodden, routine process, and almost all of it happens between us and your old firm. Here's exactly how it goes, so there are no surprises.
From start to finish, your part is usually a 30-minute call and forwarding one short email.
Professional clearance is standard practice between accountants — it's how records and information are passed on when a client moves. Your old accountant deals with it all the time, so there's genuinely nothing awkward about it, and no need to feel guilty for switching.
Once your records are across, we get you set up on Xero (included in your plan), make sure everything is clean and up to date, and take it from there. From that point on, your accounts, tax and deadlines are ours to look after.
You deal directly with a qualified ICAEW Chartered Accountant, not a call centre or a different junior every year.
Your accounts are prepared and reviewed by Chris Sullivan ACA, a Chartered Accountant — the gold standard for technical accuracy and trust.
We explain what your numbers mean and what to do about them, in everyday language, without pretending it's more complicated than it is.
We get back to you quickly and we look ahead, flagging tax-planning opportunities and deadlines before they become a problem.
Everything is part of one clear monthly fee, with Xero included. No hourly billing, no surprise invoices and no year-end shock.
Moving to Lumi doesn't cost you anything extra — there's no separate fee to switch. You simply move onto one transparent monthly plan, with your Xero subscription included and nothing hidden.
Final pricing depends on your business — we'll confirm your exact monthly fee on your free call. View full package details →
Book a free 30-minute call. No pressure and no jargon — just a friendly chat to see if we're a fit. If we are, we'll take the switch off your hands from there.
Clear, jargon-free reads for company directors and the self-employed.
Figures and pricing on this page reflect our plans current at the time of writing and are general information, not advice for your specific circumstances. Please get in touch before acting.