WHO WE ARE
At Luxe Advisors, we understand the power of collaboration and efficiency. Whether your company is a Startup in need of assistance with basic accounting services or a more mature company looking for a comprehensive strategy for international expansion, we will evaluate your unique business needs and find solutions that work for you.
WHAT MAKES US DIFFERENT
At Luxe Advisors we become a member of your team. We learn your business from the ground up. We believe the only way to provide actual value is to fully immerse ourselves in a business. We take a deep dive into all areas of the organization. We do not just come in to help with accounting transactions, we build systems and processes that are foundationally strong and meant to scale with your business.
Luxe Experience
Over a century of combined experience among the senior principals and advisors. Our senior leadership has worked with some of the largest and well known companies in the world. The benefit of their combined experiences from startups to multi-billion dollar organizations show up every day at our clients.
One Size Does Not Fit All.
It is very easy to take a pre-formatted plan off the shelf and try to execute. It is usually cheaper and more profitable for a firm. Often that methodology seems more like forcing a square into a circle. At Luxe Advisors we believe that the reality is that most businesses need to have a more curated approach. Application of true and tried standards are always utilized, however it is through the very focused and nuanced analysis that an organization will benefit most.
What is the Difference between Luxe and the Outside Accounting Firm?
Luxe does not act as the outside CPA. The outside CPA firm will generally provide various attest functions as well as tax services. We work with your outside CPA firm or if you need one will help you hire one. Luxe’s role is that of your CFO. We are an internal member of your team. To the outside world we are your CFO. We will manage the day to day Finance department interacting with outside professionals such as: CPA, Lawyers,Bankers, Investors, etc.
How Do I know When it is the Right Time to Engage a Firm like Luxe?
If you are at a crossroads in your business and you find yourself spending more time than you should managing financial related matters then you probably should speak with us. As a founder or owner/operator the focus should be on growing a sustainable business. More often than not it is difficult enough without having to watch over the finances of a business. At Luxe we step into the role of managing the finances of the business so you can focus on the growing it.
INDUSTRIES SERVED
Consumer Products
Construction
E-commerce
Technology
Wholesale
Real Estate
Manufacturing
Professional Services
MANAGING PARTNER
Simon Zelman
Simon Zelman is an accomplished Chief Financial Officer and Business Advisor with more than two decades of success of partnering with the entire C-suite in championing business ventures that include international expansions and strategic acquisitions. With a deep knowledge of and experience in all facets of retail, wholesale, and ecommerce finance, Mr. Zelman is a consummate financial executive with a solid history of providing trusted advice to CEOs.