SCHEDULE A CALL

Thanks for Booking with Level!

Your discovery call is locked in — we can’t wait to learn more about your business.

WHAT HAPPENS NEXT?

STEP 1

Discovery Call

We take the time to get to know you and your business to make sure we’re a good fit for each other.

What to Expect on the Call

STEP 2

STRATEGY OVERVIEW

We build a plan with customized accounting, payroll, and tax services that meets your business needs.

How We Build Your Plan

STEP 3

KICKOFF YOUR SETUP

If it’s a good fit, we’ll kick off your onboarding and get everything in place so you’re ready to work with Level!

How Onboarding Works

What Business Owners Are
Saying About Level

"The Level Accounting team has transformed our financial operations, providing outstanding services and expertise. Their professionalism, accuracy, and proactive guidance have been phenomenal!"
Brittany & Jorge Suarez
Prestige Roofing
"What I appreciate most is their proactive approach, always looking for ways to optimize my finances and ensure I’m compliant with all regulations. Communication is top-notch, and I always feel like I’m in good hands."
MICHAEL GALLAGHER
Gallagher Custom Carpentry
"I'm a somewhat new business owner that has been struggling with what it takes to run a business. Level 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."
RYAN FLETCHER
R.F. SHEET METAL

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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!

Justice Bragg

Business Development Specialist

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

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

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.