Personal, high-impact operations and finance support for founders.

You’re building a great business. Now you need structure and support to help lighten the load.Lumo Operations helps founders identify what support they and their business need, put operational and financial systems in place, and get the right people on board for long-term success.

Running your business can feel a lot lighter.

Hey, I'm Keeley.I started my first business as a 20-year-old college student, grew it for 10 years, then sold it. Looking back, my decade as CEO was much more lonely and taxing than it had to be. I was trying to do too many things at once with too little experienced support. I needed coaching and execution to help me build the right business for my goals and values, rather than just chasing growth for growth's sake.Inspired by my own experiences, I founded Lumo Operations to help founders navigate the lonely and challenging road of building and running a profitable, values-aligned business – without burning out along the way.

The right priorities. The right people. Systems that stick.

Lumo's system of support helps growing businesses simplify everything:

→ Get numbers and reporting that tell the whole story
→ Choose which metrics to focus on
→ Analyze your business so you can scale a model that makes sense, with less effort
→ Set up operational systems that make growth feel smoother
→ Delegate for long-term success through hiring, training, and outsourcing

My clients go from:

→ Overwhelmed by their list of “important but not urgent” projects
→ Wanting to delegate but not sure how or to whom
→ Lacking future-facing insights into financials, cashflow, and other metrics
→ Struggling to set goals or create accountability for themselves or their teams
→ Feeling stuck doing it all alone

To:

→ Clear on their priorities and their team's priorities
→ Able to delegate because the right people and systems are in place
→ Equipped with regularly updated revenue and cash forecasts, plus KPIs that provide insights and accountability
→ Supported in both big-picture planning and day-to-day execution, so they can have better work/life balance (and even take time off)

Are we a fit for you?

We do the work we do because we envision a world where responsible, values-aligned companies are the status quo.

  • We work with founders who have a reason for their business existing beyond just making money.

  • Our clients treat their employees fairly, care about their communities and stakeholders, and act with integrity.

  • Our clients are typically within the $500k - $10mm revenue range. They have traction but are entering a new phase of growth that requires leveling up their coaching, support, and systems.

  • We work with clients across Food & Beverage, CPG, Retail, Professional Services and beyond.

  • We work with solopreneurs and with larger teams.

Our offerings don't depend on us being an expert in your field. We won't tell you what to do – we'll work with you to amplify your impact.You're the leader of your business. Our job is to build the systems and team that keep you in your "genius zone" - what you uniquely bring to your business.

Our Offerings: 90 Day Transformations

90 DAYS TO PRIORITIES & DELEGATION

Within 90 days you’ll have:

  • Clear priorities for your business for the coming year

  • A systems and people plan to make progress on your most important goals while staying within budget

  • A roadmap, scripts, and processes to delegate smoothly and focus on your highest-level work

With options to expand from here into support that keeps driving your priorities forward:

  • Lumo leads the hiring/training of anyone on your people plan list

  • Lumo plugs in to your team as a longer term fractional operations team member

90 DAYS TO FINANCIAL CLARITY & EMPOWERMENT

Within 90 days you’ll have:

  • A financial model customized for your business

  • Training and know-how to update the model easily yourself

  • A budget, a cash plan, and measurable KPIs for yourself and your team

  • Templates and best practices for running monthly, quarterly, and annual strategic financial reviews – alone or with your team

With options to expand from here into support that keeps driving your priorities forward:

  • Lumo facilitated monthly financial and KPIs review

  • Lumo facilitated twice-yearly forecasting and budgeting (year-end and a mid-year reset)

Our Offerings: Ongoing Fractional Support

FRACTIONAL OPERATIONS & FINANCE SUPPORT

Project-based or ongoing integration into your team providing Operations and/or Finance support.Are you thinking about hiring any of these roles but aren't sure if you're hiring the right title or job description to get the results you need?

  • CFO

  • COO

  • VP / Director / Manager in Operations or Finance

  • Executive Assistant / Chief of Staff

Our Fractional Operations & Finance offerings often fill the gap these roles would serve.We're more comfortable with ambiguity and shifting responsibilities than most employees, which serves growing companies well.When it makes sense, we set you up for success with future full-time or part-time team members (we even help hire, train, and set up delegation systems).We also fill short and long-term gaps for operational and finance roles if you need coverage for leave or interim support.

What our clients say about us:

"Keeley has a strategic brain but also hands-on, nitty-gritty experience. She doesn't just make suggestions - she works with our team to implement systems, train everyone, and lead ongoing improvements. She's genuinely invested in our success.Other advisors were more theoretical. One hour with Keeley and we got a lot more done than with other advisors.”- Carolyn Cesario, Co-Founder Ground Up Nut Butters

"Keeley's high caliber work felt like an extension of myself and the work expect for our organization. She meets you where you’re at, respects where your organization is, and works to find optimal, pain-free solutions. Keeley fully integrated into our organization and became a trusted partner, not just an in-and-out consultant.”- Carolina Balazs, Co-Founder and COO Do Good CFO

"Keeley possesses the rare combination of deep technical knowledge and skills needed to run a business, along with an understanding of the human side of running a business. She listened and quickly understood not only my business, but my unique needs, rhythm, and super powers. She was able to help me redesign my business model to focus on meeting both my own and my client's unique needs, and in doing so she brought new energy and profitability to my work."- Alyssa Gasca, CEO & Founder Spark Executive Solutions

Let's talk

Are you interested in working together or learning more about our services?

You can also email me directly at keeley [at] lumogroup.com.I'd love to hear about what you're working on and what support you're craving to get to the next level for you and your business.

(But wait, there's more!)

Our Podcast & Newsletter: Uncommon BusinessJoin hundreds of other forward-thinking entrepreneurs, business owners, employees, and capital providers who subscribe to Uncommon Business: A newsletter and podcast about businesses and leaders who do things differently.**👇👇👇

You may also subscribe to the Uncommon Business podcast directly on Spotify, Apple, or where you get your podcasts (just search for us!)

Our Sister Company: Stronghold OwnershipWe help founders take their company to the next level. But at some point, every founder must face the inevitable questions about their succession: What next? What happens after I am gone? How will I exit? What will that mean for employees?For companies seeking support on these issues, we may be able to help.Our sister company, Stronghold Ownership, helps responsible business owners explore and implement alternative, purpose-centered succession plans and ownership transitions.

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