The finance team for growing businesses.

Clean books, proactive tax planning, and decision-ready reporting — run by a CPA-led team, sped up by automation. So you always know where the business stands.

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For growing businesses that need more than bookkeeping — without the cost of a full in-house finance team.

Trusted by owner-led businesses across the country

The problem

Your business grew. Your finance function didn't.

Books are always behind

Reconciliations pile up, and the numbers land too late to act on.

Tax bills are a surprise

You learn what you owe after year-end — once the planning window has closed.

Reports don't answer the real question

A P&L won't tell you whether to hire, cut, raise prices, or invest.

What we do

One connected finance team — not five disconnected vendors.

Accounting, tax, reporting, and systems in one place, so your numbers are accurate, current, and actually useful.

Accounting & Monthly Close

Clean books, reconciled accounts, accurate financial statements, and a repeatable monthly close process.

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Tax Planning & Filing

Year-round tax planning, entity-level filings, estimates, 1099s, and tax-ready records before deadlines become emergencies.

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FP&A & CFO Support

Budgeting, forecasting, cash flow planning, KPI reporting, and strategic finance support for better decisions.

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Cleanup & Catch-Up

Catch-up bookkeeping, reconciliation fixes, chart of accounts rebuilds, and books you can trust again.

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How it works

A cleaner finance function in four steps.

Diagnose

We review your books, systems, and tax setup to find what's broken.

Clean up

We fix the backlog, reconciliations, and chart of accounts.

Operate

We run your monthly close, reporting, and tax planning.

Improve

We add dashboards and advisory support as you grow.

Start with a Finance Review
Automation

Automation where it helps. Human judgment where it matters.

We automate the busywork — pulling data, categorizing, flagging anomalies — so your numbers stay current. Every answer that matters is still reviewed by a real finance professional.

Faster close

Data flows in from banks, payroll, and AP/AR — no manual chasing.

Cleaner data

Rules and review points catch miscoding before it hits your reports.

Better answers

Dashboards turn the books into answers about cash, margin, and growth.

Systems we connect and work in
QuickBooksGustoBill.comStripeShopifyRampMercuryChaseADPKarbonPayPalZapier
Industries

Built for the way your business actually operates.

Different industries have different revenue streams, expenses, tax issues, and reporting needs. Lemoti builds your finance workflow around how your business makes money.

AI CompaniesBurn, runway, cloud spend, R&D costs, and investor-ready reporting for teams building fast. StartupsInvestor-ready books, burn and runway visibility, and tax filings that do not pile up. Professional ServicesMargin visibility by client and service line, payroll, and cash flow for firms built on people. Creative AgenciesProject profitability, contractor costs, retainers, and cash flow for growing agencies. Consulting FirmsUtilization, project margins, and predictable cash flow for firms that sell expertise. Consumer Goods & RetailInventory, COGS, channel margins, sales tax, and payment processor reconciliations. Health & Life SciencesClean revenue categorization, payroll, and location-level reporting for healthcare operators. Law FirmsTrust accounting, partner compensation, case costs, retainers, and clean reporting for growing firms. Small BusinessesClean books, planned taxes, and numbers that explain the business — without hiring a finance team. Family OfficesMulti-entity books, consolidated reporting, and investment and property tracking for the family enterprise. FranchisesLocation-level profitability, royalties, payroll, and multi-entity reporting for operators.
Service levels

Support that grows with you.

Start with clean books. Add reporting, planning, and controller-level support as the business scales.

Foundation

from $400/mo

Clean monthly books and tax-ready financials.

Growth

from $1,200/mo

Reporting, cash flow, and proactive support.

Finance Department

from $3,000/mo

Controller and CFO-level support, no in-house hire.

Custom Projects

custom

Cleanups, migrations, and one-time builds.

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Why Lemoti

Why businesses choose Lemoti

CPA-led

Real accounting and tax judgment behind every number.

Built for operators

We tell you what the numbers mean and what to do next.

One connected team

Bookkeeping, tax, FP&A, and systems in sync — not siloed.

Tech-enabled

Modern tooling keeps everything faster and cleaner.

Scales with you

From clean books to full CFO support, without switching providers.