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is your accountant
really helping you save?

Book a call with us, and we'll tell you.

free quickbooks online review

We’ll take a deep dive into your bookkeeping.

Errors in bookkeeping can account for 10’s of 1000’s in tax errors.

We act as an extra set of eyes & let you know if your current accountant is optimizing your books.

Missing $$ Saving tax strategies?

We’ll review your personal and business tax return for opportunities 

you may be missing to save thousands in taxes.

Don't wait - we're only working with 5 new clients in 2024

Book A Call

what other contractors are saying

I’m a somewhat new business owner that has been struggling with what it takes to run an incorporated business. Level Accounting has become the most important part of what I’m doing. The staff is awesome and I wouldn’t be able to do it without them. Thank you all for helping me to LEVEL UP:)
Ryan Fletcher
RF Sheet Metal
Jake and Erin have established an amazing company in Stratlign. Enormous value for what you get. A one stop accounting and bookkeeping firm tailored to the construction industry. They have been attentive and patient. They are very knowledgeable. One of a kind. I cannot sing their praises enough.
Kris Catlett
Valley Renovations
Level helped me navigate my new role and set everything up from the beginning. Accounting, payroll, bookkeeping, tax strategies etc. I would not want to try and do all of it on my own! The whole team is great and always helpful. Thank you!!!!
Darold Evans
Owner
I was constantly stressed trying to track all my money through quickbooks and keep track of tax information. I used to wake up in the middle of the night in a panic that I didn’t have all my ducks in a row. Now with Level, I have peace of mind that things are being handled without me having to worry. I wish I would have hired them years ago. Very few accounting and tax companies understand the bear that the remodeling industry can be. I am so glad I found them when I did- and my only regret is not finding them sooner!
Megan Beattie
Owner
The Level accounting team has been exceptional! They exhibit remarkable professionalism, thoroughness, and a proactive approach to every aspect of our financial needs. One of the most notable improvements has been their dedication to understanding our unique business requirements and tailoring their services accordingly. They are always available to answer questions, provide insights, and offer strategic advice that aligns with our goals. The Level Accounting team has transformed our financial operations, providing outstanding services and expertise. Their professionalism, accuracy, and proactive guidance have been phenomenal! I wholeheartedly recommend their services to any organization seeking reliable and exceptional accounting support. We are so grateful for our Level accounting team!
Brittany & Jorge Suarez
Prestige Roofing

30 minutes to find out if you could be saving thousands

Tell us about your business & current accounting processes. 

We’ll tell you (honestly) if you’re missing opportunities to save after we review your QBO and tax returns. 

Then, you can decide if you’d like to work with us or keep things the way they are.

PS – We are only taking on 5 new clients this year to get their books cleaned up & get tax strategies flowing – don’t wait. 

book a call now

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.