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BOOKKEEPING SERVICES

Bookkeeping is boring. Leave it to us!

YOU DIDN’T START YOUR BUSINESS JUST TO SIT IN YOUR OFFICE CRUNCHING NUMBERS.

We know this, which is why we have one goal: to help you run the most successful business that you can.

We do this by balancing the books in a way that ensures every penny is doing its job. Most importantly, we’ll keep you in the loop every step along the way, so you always understand what you’re spending, what you’re earning, and where you can make positive changes for your business.

NOT SURE YOU NEED A BOOKKEEPER?

WELL, HERE’S WHY MANY PEOPLE CHOOSE ONE:

  • Extra time to handle your daily work.
  • Less stress about the accuracy of your finances.
  • A deeper understanding and accurate reconciliation of your expenses.
  • A clear picture of where your business is doing well (and where it needs work).
  • A team to help organize your finances in a convenient, computer-based system.

WE KEEP IT FLEXIBLE

Level Accounting offers a wide range of accounting services. We can handle your bookkeeping monthly to ensure that you understand your finances. To ensure transparency, we make it possible to access your records 24/7.

For business owners who need more flexibility, we offer flexible options. If you need more or less reporting, we can accommodate your business needs.

OUR BOOKKEEPING PROCESS

LEVEL ACCOUNTING MAKES IT EASY TO GET YOUR BOOKS TOGETHER ONCE AND FOR ALL. WE’VE PUT TOGETHER A FOUR-STEP PROCESS TO DEMONSTRATE HOW WE HANDLE YOUR BOOKKEEPING:

01

FIRST, WE’LL HOLD A KICKOFF MEETING TO DISCUSS THE LONG-TERM GOALS AND BOOKKEEPING NEEDS.

The more we understand your needs, the better we can serve your business.

02

NEXT, WE’LL CHECK OUT YOUR ACCOUNTS AND START CRUNCHING THE NUMBERS.

When we know where your business stands, we can begin organizing your finances.

03

AFTER THAT, WE’LL START CLEANING UP YOUR BOOKS.

Whether you have digital files, paper files, or both, our team can centralize it in one convenient location for you.

04

FINALLY, WE’LL HAVE A GO-LIVE MEETING WHERE YOU’LL MEET YOUR DEDICATED ACCOUNTANT AND POINT OF CONTACT.

You will also meet the team assigned to you and your business moving forward. This team will handle all of your needs that were identified in your discovery call. We believe we are a part of your internal team. We are here to support you to maximize your time and profits.

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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, 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.