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Frequently asked questions
Can you just file tax returns for me?
No, we only work with small to medium sized trade related businesses year round. That way, we can guarantee the books are being done correctly. A tax return is only the end product of 12 months of accurate bookkeeping.
Can you just do my books? I have a CPA.
While we could, our firm doesn’t just provide bookkeeping solutions. We aren’t the right fit for everyone, so we carefully partner with business owners that want a full service accounting firm that allows them to focus on growing the business, not working in it.
Okay, so what do you do?
As an accounting partner we want to free up the owners so they can focus on what matters most. We do this by providing monthly bookkeeping, payroll, tax strategy/planning, tax filings, 1099 preparation, monthly calls and advisory services just to list a few.
How much is this going to cost?
We don’t have a catchall bucket price. Our pricing is very individualistic, we find out what you need for the year, add it all up and divide by 12 months. You have a fixed monthly investment that covers all your needs throughout the year.
Our simple approach for Success
01
Discovery Call
We take the time to get to know you and your business to make sure we’re a good fit for each other.
02
Personalized Strategy
We build a plan with customized accounting, payroll, and tax services that meets your business needs.
03
Full-Service Accounting Team You Can Trust
We’ll handle your numbers so you can focus on what you really love–your trade business.
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Justice Bragg
At work, Justice is passionate about helping the team make decisions and connections that propel the business forward. He prioritizes client satisfaction by serving as a medium to facilitate communication to the proper channels making sure every issue is properly addressed.
Outside of work, Justice enjoys exercising by going to the gym and playing pickleball with his friends. He is a self-proclaimed foodie who can’t say no to trying a new restaurant, sometimes even immediately regretting it.
Zachary Williams
At Level Accounting, Zach is responsible for bookkeeping & payroll. He is dedicated to ensuring financial success for our clients.
Beyond the office walls, Zach’s weekends are filled with adventure, whether he’s exploring Florida’s hidden gems with his wife or battling it out in tournaments. When it’s time to unwind, you’ll find him at the movies or casting his line out for a relaxing fishing session.
Melanie Jerome, MBA
Meet Melanie J, one of our senior staff accountants! Melanie ensures your financial health with precision and expertise. Beyond the office, she’s a true crime enthusiast who loves traveling and outdoor adventures. Whether she’s balancing books or exploring new trails, MJ’s dedication and skill set the standard for excellence in our team.
Seren Lunsford, MBA
Meet Seren, one of our dedicated staff accountants here at level accounting! She is responsible for bookkeeping & payroll. Outside of the office, you can find her on the sidelines of a soccer pitch, karting track, or baseball diamond, cheering on her two active boys. Seren is also a proud owner of two gentle giants, her beloved Great Danes. In her downtime, she channels her creativity into baking and decorating sugar cookies, always eager to experiment with new baked goods ideas and recipes. With her expertise in accounting and her passion for family, pets, and baking, Seren brings a unique blend of professionalism and warmth to our team.
Ivette Rivera
Ivette Rivera is our Executive Assistant at Level Accounting, juggling schedules and keeping things running smooth.
When she’s not crushing it at work, Ivette is an avid participant in her church community. As a mom, she’s all about those quality moments, whether it’s baking up a storm, hitting the water for some kayaking fun, or just chilling with a good book or binge-worthy show. And let’s not forget her partners in crime at home: Harley Quinn, the fridge-raiding pit bull, and Atlas, the cat who rules the roost. Ivette’s all about that balance between work hustle and personal bliss.