Level Accounting & Advisory
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Overview
10 - 49
Employees
2007
Year Founded
ABOUT LEVEL ACCOUNTING & ADVISORY
Contractor Accounting & Advisory
We are a dedicated team of tech-savvy accountants committed to simplifying the most challenging aspects of managing your business. You need clarity on your business performance and ways to reduce tax expenses, all communicated in straightforward language. We strive to make your monthly accounting services nearly as effortless as using Amazon's subscribe and save feature. By specializing in the construction sector, we position ourselves as experts in accounting and consulting for construction businesses. Our team's primary objective is to help you understand your finances and maximize your savings.
LANGUAGES SPOKEN
English
HIGHLIGHTS
10 - 49
Employees
2007
Year Founded
Services
Focus
Industries
Clients
Services Provided
50% Accounting Services
25% Business Consulting Services
25% Construction Services
About the Team
OUR STORY
Level Accounting & Advisory, based in Vero Beach, FL, is a specialized team of accounting and tax professionals dedicated to supporting construction business owners across trades like HVAC, electrical, plumbing, and more. With over 20 years of experience, the firm focuses on simplifying monthly accounting and implementing industry-specific tax strategies to help clients save money and build sustainable businesses primed for retirement. The leadership, including a former PASBA president and an IRS-enrolled agent, prioritizes tax planning to uncover missed deductions and prevent costly audits. Committed to excellence, hard work, and collaborative success, Level also partners with trusted industry experts and provides tailored resources to protect contractors from common financial pitfalls. Their personalized, tech-forward approach translates complex financials into clear, actionable insights for their clients.
