FINANCIAL REPORTING

Your business, beautifully presented.

IT’S HARD TO MAKE GOOD DECISIONS ABOUT YOUR BUSINESS WHEN YOU DON’T KNOW WHERE YOU STAND FINANCIALLY.

We’ll keep you in the know about your business’s bottom line with our financial services and specialized reports.

We’ll show you your company’s profits (or lack thereof) using a clear, easy-to-understand reporting dashboard, so there will never be any surprises.

MEASURE WHAT MATTERS

KPIs

Find out the best ways to measure success for your specific business and back up your numbers with meaning!

Profitability

Visualize your business’s success by analyzing breakeven points and margins of safety.

Cash Flow

See all the ins and outs of your money’s movement across all company departments.

Goalseek

Discover potential business goals by calculating “What-if” financial scenarios when running your current numbers.

Divisional Analysis

No matter how many internal departments you might have, we’ll help you keep track and visualize your company’s financials to measure profitability further.

FORGET BORING SPREADSHEETS

We understand that numbers can be boring, so our team is here to spice things up. With us, you’ll have insights into your company’s performance. Our reporting showcases your business’s numbers to make them clear, straightforward, and informative.

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!

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.