Level Accounting: Specialized Financial Solutions for the Construction Industry
Level Accounting distinguishes itself through its dedicated specialization, offering expert accounting, tax, payroll, and advisory services crafted exclusively for contractors operating within the demanding construction industry. Their core mission is clear: to fundamentally simplify the complex financial landscape unique to construction businesses. Recognizing that contractors face distinct challenges, Level Accounting focuses on empowering them to make smarter, data-driven decisions, strategically save money on taxes, and build a foundation for sustainable, long-term growth. They move beyond generic financial practices by providing custom-built, trade-specific accounting services. This tailored approach ensures that financial systems and reports are not only accurate and compliant but also provide genuine clarity, enabling contractors to truly understand their job costing, profitability, and overall financial health. Level Accounting is committed to building strong relationships based on trust and ensuring meticulous accuracy in every aspect of their clients’ financial management.
The value proposition offered by Level Accounting centers on three key pillars designed to directly benefit construction contractors. Firstly, they help clients gain a deep understanding of their numbers, transforming financial data into actionable insights for better operational and strategic decision-making. Secondly, they implement proactive tax strategies, going beyond routine preparation to actively identify opportunities within the tax code specific to the construction sector, maximizing earnings and preventing costly overpayment of taxes. Thirdly, they provide a simple, easy-to-manage accounting system, streamlined for the industry, and reinforce this with consistent communication and performance feedback, ensuring clients are always informed and supported. A major outcome of this comprehensive approach is freeing up significant amounts of time for contractors, allowing them to focus their expertise on project management, bidding, client relations, and core business operations. Testimonials from satisfied clients underscore Level Accounting’s attentiveness, patience, deep industry knowledge, and the substantial, tangible value they bring as dedicated financial partners to construction businesses.
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Foster Westmoreland
3 months agoI highly recommend Level Accounting! They are truly 10/10 across the board. Not only is it a great company, but the people behind it make it even better. I work directly with Chris and Jojie, and they are an absolute dream team 💯. Their attention to detail, professionalism, and communication are second to none. Since partnering with Level Accounting, I’ve had complete peace of mind knowing my books are in great hands. It’s allowed me to focus on what I do best—building decks and growing my business. I couldn’t be happier with my decision to work with them.
James Venuti
2 months agoI have been a self employed electrician for over 30 years, Level accounting has been my accounting firm since then and I only have positive experiences with Level Accounting. I've been with this firm since it started and I have nothing but great things to say about them, all of them. First Erin & Jake are great owners and have put together a great practice with great employees , they are doing something right. All of them get back to me in a timely manner and do a great job attending to my needs. Miranda Pink recently helped me to move my quickbooks desk top to quick books online. I was hesitant at first and very nervous but she informed me that she would help me through the process, and boy did she. She made a nerve racking experience for me a calm transfer to quickbooks online, so i'm appreciative for that. Megan McCue has been processing my payroll for years and she does a great job sending me reminders and getting my payroll processed in a timely manner, any changes to my payroll it hasn't been a problem, she has taken care of everything with my payroll and has done a great job. Also Chris Fallon did my taxes this year and he was great. He kept in touch with me, if there was anything he needed, I got it to him and he always kept me posted and up to date during the process, Chris was great and he also got me a refund this year. If anyone is looking for a professional accounting firm, without the hassle, this is the place for you. All your financial needs can be met with this firm, with great employees. Erin & Jake are great owners running their firm, they are doing everything right. I give them all an A+, this is the accounting firm for you.
Dario Zanichelli
2 months agoI’ve had the opportunity to work with Erin at Level Accounting & Advisory in Florida, and I can confidently say they’re one of the most impressive firms I’ve come across. Their team goes far beyond basic bookkeeping. They deliver proactive tax planning, accurate accounting, and real business advisory that actually helps business owners make better decisions. What stands out most is their ability to simplify complex financial issues. Whether it’s monthly accounting, tax strategy, payroll, or financial forecasting, they bring clarity and structure so you can focus on running your business. If you’re a business owner looking for a trusted CPA firm, bookkeeping services, or strategic tax advisor, Level Accounting is the real deal. They’re responsive, knowledgeable, and genuinely invested in their clients’ success. Highly recommend them to anyone needing accounting, tax preparation, or advisory services in Florida or nationwide.
Anita Meldau
2 months agoI have been with Jake & Erin and the the team for 13 years. This team is amazing and awesome, and very knowledgeable, they really know how to help you in your business.But the one thing I love about Jake & Erin and their team is, they have HEART!!! If you want a team that cares about you this is the team. I can't imagine going to anyone else. They make my life much easier, and I have more time to be with my family. Erin's videos, you have to watch. They all have fun, and it makes for a happy work place. If your thinking about calling them, please do. They will be there for you. They are the best!
Justin Pagel
3 months agoNobody wakes up excited to switch or onboard with accounting firms. And yet, here I am, writing a glowing review, so clearly something went right. Level Tax and Accounting made the whole transition genuinely painless, and I say that as someone who was fully prepared to be drained of energy from it. They walked us through every step, answered every question, and somehow made the whole process feel like less of a headache and more of a relief. A huge part of that comes down to the people, as it always does. They provide the red carpet service. Justice, Amy, Megan, and Maddy have been fantastic. They are responsive, thorough, and patient in a way that makes you feel like an actual priority rather than a number. They give you real answers, quickly, without making you feel like you're bothering them. They have defined systems and processes, and they stick to them. Which, if you've dealt with other firms, you know these are rarer than they should be. If you've been putting off making a switch or hiring an accounting firm because it sounds like "a lot", it is, but with them... it wasn't. Level handled it, and they handled it well. Highly recommend.