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Level: a team of accounting and tax experts helping construction business owners simplify, save & win with monthly accounting services & industry-specific tax strategy.
We’re relentless about helping our clients build businesses they can retire on. We partner with leading industry experts to help guide our clients in every area of business. Some of our referral partners include: Hook Agency, Brad Heubner, JobTread & more.
Sure, we like numbers and can nerd out all day over a spreadsheet. We’re a team of highly driven, technology focused accountants who want to make the most daunting part of running your business, the easiest part. You want to know how your business is doing and how you can save money on taxes. And, you want to learn all of this in plain English.
We make your monthly accounting services (almost) as easy as your Amazon subscribe and save. Focusing on the construction industry allows us to be the experts in the game of construction business accounting and advising. The goal of everyone on our team is to help you make sense of your money and keep more of it.
Excellence means constantly improving, exceeding expectations, and aiming for the extraordinary. It’s a commitment to greatness in every endeavor, transforming the ordinary into the exceptional.
“We Work Hard” reflects our dedication, resilience, and strong work ethic. It emphasizes persistent effort and perseverance, highlighting that meaningful success comes from continuous improvement and collective effort.
“Everyone Wins” promotes collaboration and shared success, where all participants feel victorious. It fosters teamwork and a positive environment, ensuring that individual achievements benefit the whole team.
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!
Erin is a THIRD generation accountant! Serving as our CVO, Erin fearlessly pushes Level to act as innovators and leaders in the accounting industry. She continuously works on elevating our services and sustaining a rocking company culture. Her mission is to provide clients with the best experience and value and to provide an enviable work environment for her team. Erin is an avid Cross-Fitter, a health food nut, and regrets not moving to Florida sooner – she’s a big fan of warm weather and beach trips with her kids and husband, Jake, our CEO.
Her drive to help business owners doesn’t stop with her clients – Erin is determined to improve the lives and businesses of accounting firm owners everywhere by creating courses for firm owners and hosting a podcast.
Serving as our CEO, Jake’s goal is to flip the accounting industry on its head and change the way accountants, tax preparers and clients view and utilize the accounting space. He works directly with clients providing tax planning, general business consulting and advising, tax planning & preparation. Jake works continuously on our company vision, service lines, and company culture. He enjoys traveling, home renovation projects, and attending his kids’ sporting events or going to the beach.
Jake and Erin have made it their mission to change the accounting firm industry as a whole and are creating educational courses and host a podcast – they help other firm owners offer better services, use top of the line technology and programs and give their clients an unbeatable experience.
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.
As an onboarding specialist, Miranda transitions each new client into a live Level client. As a staff accountant, she is responsible for bookkeeping & payroll for her clients’ businesses.
When she is not working, she enjoys spending time with her kids and gardening. Fun fact – Miranda is an elected official for her town, currently serving on the board of library trustees. Miranda hopes to lead a full team of onboarding specialists for Level in the future (how lucky would we be?!).
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.
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 (Mel) is our Project Administrator & Onboarding Specialist, ensuring both client and internal operations run smoothly. She works closely with clients and staff to support their needs in any capacity, and with a front-row seat to the day-to-day operations, she’s constantly learning and developing her skills. Outside of work, she enjoys experimenting with new recipes and staying ahead of the latest fashion trends.
Megan is the Production Administrator at Level Accounting, managing the administrative side of all accounting and tax matters. Having grown up on the Treasure Coast, she’s proud to serve the community she calls home while expanding her expertise in the accounting industry. Outside of work, Megan enjoys riding her motorcycle, diving into “unsolved mysteries” podcasts and documentaries, and working on personal creative writing projects. With three cats she adores, Megan fully embraces her title of “crazy cat lady” given to her by friends and family
Krystal is our Client Care Coordinator at Level Accounting. She ensures our clients receive exceptional service and support, acting as a vital link between them and our team. Outside of work, Krystal loves to travel and spend quality time with her friends and family. A fun fact about her is that she enjoys writing and has a passion for cooking and baking.
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.
“If I won the lottery, I would open a Milkshake bar (called the yard).”
Britney is the driving force behind our marketing and social media! She’s dedicated to elevating our brand with innovative strategies! Outside of the office you can find her coaching cheerleading or giving endless belly rubs to her bulldog, Lola. She has a love for travel, always seeking new experiences and adventures!
Kate is a true wordsmith with a flair for marketing, she’s one of the creative forces behind our social media and all things content related. Now, growing up with accountants as parents, you might think Kate was destined for the calculator life, but oh no! She took one look at those spreadsheets and said, “Not for me!” Instead, she’s all about crafting killer content that leaves our audience wanting more!
Kate likes to think she is a world class Cross Fitter, but in reality, she’s a beginner who’s just in love with the sport. She spends her time either at the gym, the beach, or on the boat with her children.
She hopes to grow her marketing skills and create business courses for contractors and accountants and write several books (one day).
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.
