FINANCIAL PLANNING AND BUDGET BUILDING

Failing to plan is planning to fail…

WE’VE ALL HEARD THAT BEFORE, AND IT’S TRUE.

If you don’t make a financial plan or budget for your business, you could run into trouble.

It’s essential to create and implement strategies that suit your company, and we can help you put it together.

With our financial planning consulting services, our accountants have helped countless businesses in every industry create financial plans and budgets that suit their needs and goals. Our team knows how to crunch the numbers, establish reasonable goals, and set you up for financial success for years to come.

A PERSONAL TOUCH WITH YOUR ACCOUNTING

Sometimes you need help ASAP. It’s essential to have an ally by your side when you’re running into budgeting and financial problems. If it ever comes to that, we’ll be here, ready to help.

When you work with us, you’ll have access to an accountant who can answer any questions. If you suddenly find yourself with new expenses or feel that you need to change your company’s financial goals, we’re here to talk with you about it.

We understand your business and your concerns because we work closely with you through every step of financial planning and budgeting.

Learn more about the benefits of financial planning.

PLAN FOR THE IMMEDIATE FUTURE

Financial planning and budgeting can be big tasks, and we’ll help you out, so you don’t have to worry about a thing. Our team can prepare your business to thrive in the coming years. The accountants at Level want your business to succeed and will go above and beyond to ensure your success. Our team can:

Organize your current finances into one easy-to-access system

Go over your business goals and set new ones that fit your company

Help you consider future expenses and income that may come down the line

Calculate average income and expenses, so you know what to expect every month

Create a roadmap that will guide your business into the future

PLAN FOR THE LONG TERM

It’s good to plan for today, but you also have to think about years down the line when setting goals and budgets for your business.

Do you plan to sell someday?
Will the business stay in the family?
Do you want your business to act as a tool for retirement income?

A Level accountant can help you answer these questions and more! With our financial planning consulting services, Level can analyze your current situation, provide insight into maximizing your assets, and help you pay down your debts. We can also help you consider your tax filings, insurance, investments, and other financials that can significantly impact your business in the long run.

WE’LL HELP YOU CREATE A PLAN AND TWEAK IT WHEN NEEDED

We all know that life can throw us a curveball from time to time.

Sometimes a great budget can run into unexpected issues, like a significant bill. We get it, and our work doesn’t end once we create a budget with you. We can review your budget continually to help you see where you’re succeeding and where you may need tweaks. Then, our team can assist in adjusting your goals to match your new situation.

WORK WITH A PROFESSIONAL ACCOUNTANT WHO TRULY UNDERSTANDS YOU AND YOUR BUSINESS.

Call us today to schedule a consultation for financial planning and budget building.

FREE RESOURCE

Your Guide to Set Up Subcontractors the Right Way

Are you having trouble collecting information from your subcontractors? Download our “Subcontractor Checklist Packet” to know what you need from them for 1099’s, workman’s comp, and liability audits. We’ve even included a contract for reduced liability!

Justice Bragg

Business Development Specialist, Florida

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

Staff Accountant, Florida

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

SENIOR STAFF ACCOUNTANT, FLORIDA

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

STAFF ACCOUNTANT, INDIANA, QUICKBOOKS ONLINE PRO-ADVISOR

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

EXECUTIVE ASSISTANT, FLORIDA

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.