If your numbers are always behind,
how can your business move forward?

Lemoti brings bookkeeping, tax planning, reporting, and CFO support together under one CPA-led team — so you always know where the business stands and what to do next.

Talk to Our Team See How It Works

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

Monthly close · Day 6 ✓

LemotiBooks are closed — ready for your review ✓

YouNumbers look good this month 👍

Trusted by owners building something meaningful.

Your financials should answer the questions keeping you up at night.

Why is cash down when sales are up?

Can we afford to hire two more people?

How much should we set aside for taxes?

Which clients are actually profitable?

You run the business. The answers should be ready when you are.

Lemoti turns bookkeeping into decision-ready answers.

What we do

One connected team. Four jobs covered.

Close

Know the books are right.

Reconciled accounts, accurate statements, and a monthly close you can set your calendar by.

Accounting & Monthly Close →

Plan

Know what taxes are coming.

Year-round planning and estimates — so the bill is never a surprise and the savings never expire.

Tax Planning & Filing →

See

Know what is happening.

Dashboards and reporting that explain cash, margin, and performance in plain English.

Finance Systems & Automation →

Decide

Know what to do next.

Controller- and CFO-level judgment for hiring, pricing, and the big calls.

FP&A & CFO Support →

Clean books.
Planned taxes.
Better decisions.

That's the whole job. Everything else is how.

Automation handles the busywork.
Real people handle the decisions.

Modern systems collect the data and flag what's off. A CPA-led team reviews every close, every tax position, and every recommendation.

Bank feedsPayrollInvoices & billsPayment processors

Lemotiautomation + CPA review

Reviewed financialsDashboards you can readA plan for taxes

A CPA-led team behind every number.

✓ Reviewed by a CPA✓ Questions answered by a real person✓ No black-box accounting

Growth scenarios

Built for the decisions that come with growth.

“Can we afford another hire?”

See the cash, payroll, and margin impact before you make the offer.

FP&A & CFO Support → “Revenue is up. Why isn't profit?”

Find the margin leaks — pricing, spending, and the clients that cost more than they pay.

FP&A & CFO Support → “How do we stop April surprises?”

Estimates, compensation, and deductions planned all year — not discovered at the deadline.

Tax Planning & Filing → “Are the books ready for a lender or buyer?”

Clean statements, forecasts, and the reporting package outside parties expect.

Transaction Advisory →

Client stories

Here's what changes when you work with us.

In their words

Revenue was growing, but cash always felt tight. Lemoti showed us which clients were actually profitable. We adjusted our pricing, and now I know what we keep — not just what we bill.

John LlamasCEO, Growth Mates

Honestly, the books were in rough shape. The lot and the body shop were both busy, but I couldn't tell which one was making money. Lemoti cleaned everything up and separated the two. Now I make decisions from the numbers, not the bank balance.

Steven BridCEO, Car Masters Miami

The 401(k) was a big one for me. I had no idea we could put that much away through the business. Lemoti helped us set it up, and we moved close to $100,000 into retirement while lowering our tax bill. I wish we'd done it sooner.

Maria CeballosOwner, Eden Ome

From six months behind to a close you can set a calendar by

Before

Six months behind on the books
Accounts unreconciled
Statements nobody trusted

After

Books current, closed every month
Every bank, card, and loan reconciled
Reports the owner actually uses

Rebuilt the books month by month, reconciled every account, and set up a repeatable close with owner reporting.

An owner who checks the report, not the bank balance.

The agency that found out which clients actually pay

Before

Revenue up, profit flat
No margin by client or project
Contractor costs untracked

After

Margin by client, every month
Every cost tied to the work
Unprofitable accounts repriced

Restructured the books around clients and service lines, connected contractor costs, and delivered monthly margin reporting.

The owner finally saw which accounts earned their keep.

How it works

A better finance function, step by step.

1Understand
We review the books, taxes, reporting, and systems.
2Fix
We clear the backlog and repair the foundations.
3Run
We operate the close, reporting, and tax planning.
4Improve
We add forecasting, dashboards, and deeper support as you grow.

Start With a Finance Review

Industries

Built around how your business makes money.

Professional services

Margin by client and service line — for firms built on people.

Learn more → Creative agencies

Project margins, contractor costs, retainers, and cash flow.

Learn more → Consulting firms

Utilization, project margin, and cash that swings with payments.

Learn more → Health & life sciences

Location-level reporting, payroll, and compliance-clean books.

Learn more → Consumer goods & retail

Inventory, channel margins, and processor reconciliations.

Learn more → Startups & tech

Burn, runway, R&D costs, and investor-ready reporting.

Learn more → See all industries →

All eleven, each with its own playbook.

“We moved close to $100,000 into retirement while lowering our tax bill. I wish we'd done it sooner.”

Maria CeballosOwner, Eden Ome

Service levels

Support that grows with the business.

Foundationfrom $400/mo

Accurate monthly books and tax-ready financials.

Growthfrom $1,200/mo

Reporting, cash-flow visibility, and proactive tax support.

Finance Departmentfrom $3,000/mo

Controller and CFO support without building the internal department.

Need a cleanup, catch-up, or one-time project? We scope those separately →

Compare Plans

Resources

Practical help, whenever you're ready.

Clean up the books Small Business Bookkeeping Cleanup Checklist 5-min read → Plan for taxes Year-End Tax Planning Checklist for S-Corp Owners 6-min read → Understand cash flow 13-Week Cash Flow Forecast Template Guide →

Ready to know where the business really stands?

Tell us what's happening with your books, taxes, reporting, or systems. We'll help you find the right place to start.

Talk to Our Team Explore Services

No pressure. We start by understanding the business and the problems you need to solve.

Talk to Our Team