Lemais Group runs the finance back office for U.S. companies, and for CPA firms that want more hands under their own name. Two partners with Big 4 experience do the work.
Who does the work. The two partners, from the first message onward. The people who reconcile your accounts are the people who answer your questions.
What we do. Bookkeeping, reconciliations, the monthly close, bills and invoices, a 13-week cash forecast, and books ready for your CPA’s tax work.
What stays with your CPA. We don’t file tax returns or give legal advice. We work alongside your CPA and hand them clean, tax-ready books.
How you follow it. Every client has a dashboard with cash, income and expenses, who owes what, and where this month’s close stands. Open the live demo
Your close, in the open
Every task in your month-end close shows up in your dashboard with its status. This is one of them.
Waiting on you
Reconcile Operating checking ••3662
October statement needed from you
In review
Reconcile Operating checking ••3662
Statement and books match · Difference $0.00
Done
DoneReconcile Operating checking ••3662
Reconciled Nov 3 by your partner
Five services
October income statement
Revenue$212,400Expenses-$171,950Net income$40,450Monthly Bookkeeping & Close
Transactions categorized, every account reconciled and your financial statements delivered each month.
Your dashboard updates as soon as the month closes.
Harbor Logistics LLC
Bill #B7449 · Due Nov 25
$5,157.33
Ready for your approvalAP & AR Management
We enter your bills and line them up for payment. You approve and pay from your own bank, so your money never passes through us.
On the receivables side we send invoices, track what’s overdue and follow up.
Catch-up · 6 of 9 months reconciled
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Books Cleanup
Months behind? We catch up the missing periods, reconcile every account and leave you with a clean starting point.
A one-time project with a fixed scope.
- 13-week cash forecastLow point, week 7: $62,300W1W13
Cash Flow & Budgeting
A 13-week cash forecast, a budget you can check against, and a monthly meeting to go through both.
You see the low point coming weeks before it arrives.
- Trial balance
- Bank reconciliations, 12 months
- Fixed asset schedule
- Open items list
Sent to your CPA · Jan 31
Tax-Ready Package
At year end your CPA gets books that tie out: trial balance, reconciliations, fixed assets and a list of open items.
Your CPA files. We make sure they start from clean books.
For businesses
You run the company. We keep the books current, line up the bills, follow up on invoices and tell you where cash is heading.
- Books closed every month
- A partner on your account
- Your numbers in one dashboard
Monthly packages
- Essentialsfrom $500/mo
Monthly Bookkeeping & Close, with your dashboard.
- Growthfrom $900/mo
Everything in Essentials, plus AP & AR Management.
- Full Financefrom $1,500/mo
Everything in Growth, plus Cash Flow & Budgeting and the Tax-Ready Package.
One-time
- Books Cleanupfrom $750
Catch-up of months or years of books, priced by how far behind they are.
Final price depends on transaction volume and number of accounts. We quote it by email after reviewing your accounts.
For CPA firms
Hand us the monthly work on your clients’ books. It goes out under your firm’s name, and your clients log in to a dashboard with your logo.
Your clients see
- A dashboard with your firm’s logo and colorsWhite-label
- Monthly statements and the status of their closeEvery month
You see
- Every client’s close status and alerts in one listOne view
- Service requests for any client, from your accountIncluded
Before we start
- An NDA signed before we see any client dataStandard
Pricing
- Priced per client, by scopeCustom / per client
How it works
First, tell us about your books.
Write to us through the form or the chat: how your books are set up today and what you need. A partner replies by email with a quote.
Message to Lemais Group
A partner replies by email
Then, onboarding.
We sign an NDA, you give us read-only access to your bank and the access we need in your accounting file, and we set up your dashboard.
Onboarding
- NDA signed
- Bank: read-only access
- Accounting file: access granted
- Your dashboard set up
Then, every month.
We close the month, your dashboard updates and your statements arrive. Questions go straight to a partner.
October close
9 of 9 tasks done
- Financial statementsDelivered
- DashboardUpdated
Message to Lemais Group
A partner replies by email
Security and confidentiality
- Before we start
- NDA signed before access
- Read-only access to your bank
- Minimum permissions in your accounting file
- Your money
- You approve every payment
- Payments leave your bank by your hand
- We never ask for bank passwords
- Your data
- Each client sees only their own data
- Files shared through expiring links
- Every action logged with who and when
- Partners
- 2
- Background
- Big 4 and international consulting
- Based in
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Lemais Group is two partners. We built our careers in Big 4 firms and international consulting, and we run every account ourselves. When you write to us, a partner answers.
The partners
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Partner
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[COMPLETAR nombre socio 2]
Partner
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Common questions
We don’t file tax returns. We prepare your books and hand your CPA a tax-ready package, and your CPA files.
We don’t file tax returns. We prepare your books and hand your CPA a tax-ready package, and your CPA files.
Tell us about your books.A partner replies by email.
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- Chat