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Lemoti | Bookkeeping, Fractional CFO Services, Tax Preparation

Lemoti

FOUNDING YEAR
2024
NUMBER OF EMPLOYEES
⚠️Less than 10
CREDENTIALS
CPA Candidate
LOCATION
National (U.S.)
SUPPORT
Dedicated Staff
SOFTWARE
Lemoti
We are a full service firm focused on entrepreneurial SMB owners who are growth minded. We offer a full suite of services including bookkeeping, fractional controllership, fractional CFO and year-round tax services.
Profile picture of Victor Ochoa
Victor Ochoa
August 16, 2024
Experience working with Lemoti
Thank you to the Lemoti team for helping me stay on top of my finances and ensuring I'm maximizing my post-tax earnings for retirement. I used to worry if I was managing the numbers correctly, but now, thanks to them, I have complete peace of mind.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List

Clients who would be a good fit

Startups, SAAS, Professional Services, Construction, Real Estate, and E-commerce doing anywhere from $1M to $15M in revenue. For startups we can even do pre-revenue if they are well funded.
Our minimum fee is only $200 a month so we are relatively affordable to SMBs just starting out.

Clients who wouldNOTbe a good fit

Company's doing $50M plus in revenue

Minimum Financial Requirements

Annual Income
No minimum required
Annual Revenue
No minimum required

Client Specialties

Client Type

Services Offered

Service Pricing

Monthly Fixed Fee
$200 to $5,000

Meeting Options

Video meetings
Phone
Email
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
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