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: The Cromeens Law Firm, Brad Heubner, Eleven Marketing Co, JobTread & Paul Sanneman.
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 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.
We’re PASBA’s 2026 Small Practice Accounting Firm of the Year, members of the Treasure Coast Builders Association and the Indian River County Chamber of Commerce, and a regular voice on contractor stages and podcasts. See where you’ll find us and the recognition behind our work.
The Subcontractor Packet That Protects You From a $30K Audit Surprise
-> The complete done-for-you packet — setup form, W-9, and sample subcontractor agreement ready to hand to every sub before their first check
-> The one missing document that lets your insurance company add a sub’s entire payment to YOUR workers comp premium — and how this packet prevents it
-> The insurance minimums, COI requirements, and indemnification language most contractors don’t have in writing until it’s too late
I’m the owner of Level Accounting & Advisory, a construction-specialized accounting firm in Vero Beach, FL. I’ve spent 20 years building this firm to serve specialty trade contractors — HVAC, electrical, plumbing, concrete, hardscape, pool, fencing, decks — doing $1M–$15M in revenue.
I’m the former President of PASBA (the Professional Association of Small Business Accountants), and most of my time outside the firm goes to industry work. I speak at construction trade shows and conferences — including the 2026 JobTread trade show — run workshops for contractors on what good accounting looks like, and get invited regularly onto industry podcasts, including Brad Huebner’s, to talk about the business side of running a construction firm.
Locally, I’m an active member of the Treasure Coast Builders Association and the Indian River Chamber of Commerce. I also host the LevelUnfiltered podcast, where I talk about running an accounting firm, working with trades, and the stuff most accountants won’t say out loud.
Education: undergraduate degree from Saint Michael’s College in Vermont, graduate degree from Suffolk University.
I’m the CEO of Level Accounting & Advisory, where I run the tax side of the firm. I’m an Enrolled Agent — licensed by the IRS to represent taxpayers directly in audits, appeals, and collections — and a Certified QuickBooks ProAdvisor through Intuit.
My day-to-day is tax strategy, tax returns, and IRS representation for specialty trade contractors doing $1M–$15M in revenue: HVAC, electrical, plumbing, concrete, pool, decks, fencing, hardscape. The work I care most about is making sure contractors aren’t overpaying in April because nobody planned in October. On a typical takeover, we find $5,000–$20,000 in missed deductions the previous accountant left on the table.
Most contractors are getting bad tax advice from generalist CPAs who don’t know what a change order is, can’t read a WIP schedule, and don’t understand how vehicles, equipment, and sub payments flow through a contractor’s books. That’s the problem we built Level to solve.
Education: degree in Economics from Northeastern University in Boston.
Miranda is the Firm Finance & Billing Operations Lead at Level Accounting, where she oversees billing processes and supports the firm’s financial operations. She plays an important role in ensuring day-to-day billing runs smoothly and efficiently.
Outside of work, Miranda enjoys spending time with her kids, coaching t-ball and baseball, and gardening. She also serves as an elected official in her town on the board of library trustees.
Melanie 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.
Navy veteran based in sunny Florida. I am passionate about helping clients achieve their goals and building relationships that actually mean something, not just transactions.
Forward thinking by nature, I am always looking for the next opportunity and the best way to serve the people around me.
When I am not working, you can find me at the gym, on the golf course, or planning my next trip. I have been lucky enough to travel to 31 countries and counting, which has given me a pretty unique perspective on people, culture, and business. I am also a massive foodie, so if you have a restaurant recommendation, I am all ears.
Maddy is a Staff Accountant at Level and is currently pursuing her MBA with a concentration in accounting at Louisiana State University. Once she completes her degree, she plans to sit for the CPA exam. A Florida native, Maddy enjoys spending time outdoors—whether she’s on the boat, fishing, hunting, or relaxing by the pool. She also has a strong interest in business and goal-driven podcasts that keep her motivated.
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.
Stop asking us if she has an OnlyFans or what her @ is. She doesn’t and you need to knock it off.
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
Jojie is a Staff Accountant and a licensed CPA and CMA, bringing expert precision and attention to detail to our team. She’s passionate about helping clients navigate their financial goals with confidence and clarity.
Outside the office, Jojie loves exploring new destinations, with Europe as a favorite and a constant curiosity for discovering new cultures. When she’s not traveling, you’ll find her crocheting unique clothes and bags—a creative outlet that blends skill and relaxation. Jojie’s dedication to her craft, both professionally and personally, makes her an invaluable part of our team.
Katie owns Eleven Marketing Co and somehow also found time to build LaunchCopy, an AI marketing tool for service businesses – because apparently one business wasn’t enough.
She’s obsessed with direct-response copywriting, Marcus Sheridan, and dragging businesses into the 22nd century early through automations, AI, and systems that actually work. Marketing, sales, offers, processes — she’ll touch all of it.
When she’s not building something she probably doesn’t need, she’s wrangling her daughters or convincing her husband that her new business is a good idea.
Based in Florida.
Caryl is a Staff Accountant at Level, supporting clients with their bookkeeping and payroll so they can focus on growing their businesses. She brings a calm, steady presence to the team and is always ready to help clients stay on track. When she’s off the clock, Caryl enjoys spending time with her young son, going on outdoor adventures, and leading bible studies. Fun fact – she’s recently gotten into event decorating and has a knack for turning any gathering into something special.