OUR APPROACH

You deserve to work with someone who truly understands your business.

WHAT TO EXPECT FROM OUR TEAM

We know you have a choice in your accounting firm, and we love that you’re exercising your right to choose (it’s our favorite form of exercise). If you’re thinking about working with us, we want you to know exactly what you’re going to get.

PERSONALIZED SOLUTIONS

Your business is as unique as you are, you beautiful snowflake. That’s why you’ll get personalized solutions that meet your specific business needs. Need someone to handle your payroll? We’ve got you covered. Are you looking for help growing your business? We can do that, too. From developing your business strategy to providing a motivating nudge to get you going, our team is here to give you what you need to work smarter (but not harder!) and live better.

FULL-SERVICE OPERATIONS

Business is all about numbers, but if you’re going to be really successful, you have to think ahead, and that’s why we provide more than just financial statements. Some accounting firms just tell you your profits; we actually help you grow them with our full-service operations, which include accounting, planning, and advisory services. Our team is hyper-focused on your success, which is why we look beyond the data to create a bigger picture, so you can improve your business and increase your success in the long run.

TRUSTWORTHY EXPERTISE

A good accounting firm can make all the difference for your business, and you can count on our trustworthy expertise week after week. We won’t ghost you, and we’ll stay in touch year-round, keeping you up-to-date on your business and finances, so you can grow your bottom line. We don’t use complicated spreadsheets or jargon, either, and we’ll even throw in a joke or two. Who said accounting can’t be fun?

OUR VALUES

We are respectful, driven, adaptable, and straightforward team players. Our values guide everything we do, and we instill them into every project, decision, and strategic move we make.

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.