Partner With A Team That Gets It
From Passion to Impact
WHO WE ARE
About Levelled, Inc.
We are a team of superheroes passionate about empowering missions. We are military veterans, parents, second chance champions, and book keeping experts, all united by a commitment to your success. With decades of combined experience and certifications in Quickbooks, Sage, Xero, Zoho, NetSuite, Buildium & more, we've got the skills and knowledge to tackle any challenge. We are more than just number crunchers; we are your partners in building a financially strong future, so you can focus on making a real difference in the world
WHO WE ARE
Co-Founders of Levelled, Inc.
Business Engineers | Friends Turned Sisters
U.S. Military veterans, mothers, and serial entrepreneurs. These women are the driving forces behind the mission at Levelled, INC. With backgrounds in strategic operations management, program development and a passion for empowering others, they've built and scaled multiple successful businesses across various sectors.
Military experience instilled in them a resilience and determination that is now channeled into helping people with purpose and mission-driven organizations thrive. Their personal passion? Ignite the SELF-awareness in others, help them see past limits and overcome obstacles to achieve dreams.
“Let's Get Real, we've been through tough stuff – military deployments, balancing family with a career, losing friends and even starting and selling businesses. But you know what? We wouldn't trade it for anything. It's made us who we are: lovable straight-shooters who know how to get stuff done. And that's exactly what we bring to Levelled Bookkeeping.
We're not just about numbers; we're about helping people to reach realistic goals, no matter what they are. So, let's ditch the jargon and mambo jumbo and get started building your
business’ future to be as strong as you are.”
WHO WE ARE
Levelled, Inc.
Company Story: From Passion to Impact
Levelled Bookkeeping was born from a shared passion: empowering those who make a difference. We're a team of passionate professionals—military veterans, parents, and second-chance champions—who understand the unique challenges faced by purpose-filled entrepreneurs and mission-driven businesses. We get it. We've been there. We've faced the same obstacles, celebrated the same triumphs, and understand the unique needs of businesses like yours.
Our diverse team brings a wealth of experience to the table. From strategic operations management and program development to financial advising and client relationship management, we've got you covered. With decades of combined experience and certifications in QuickBooks, Sage, Xero, Zoho, NetSuite, Buildium, and more, we're equipped to handle any financial challenge. We're not just number crunchers; we're your partners in building a resilient future, so you can focus on what truly matters – your purpose.
Our journey began in 2017, fueled by a desire to revolutionize financial services for those who put purpose before profit. Since then, we've grown into a global force, serving clients in over 30 countries. We've secured impactful projects in Japan and the UAE, audited international public listed companies, and assembled a team of 25+ experts who serve over 100 clients worldwide.
But at Levelled, Inc., our story isn't just about numbers; it's about people. We believe in the power of diversity, integrity, and empowerment. We're committed to closing the wealth gap by providing accessible, expert services that empower social businesses and underserved communities to thrive.
We've seen firsthand the transformative power of financial clarity. We've helped nonprofits expand their reach, social enterprises secure funding, veteran-owned businesses navigate complex regulations, and startups achieve sustainable growth. Our clients' stories are a testament to what's possible when passion meets financial empowerment.
We're more than just a bookkeeping agency; we're a partner in your success. Each member of our team holds industry-standard certifications in technology, project management, and financial management, ensuring the highest level of expertise for our clients. We offer a full suite of services, from international tax advisory and project management to company setup, marketing, virtual CFO/COO services, business acquisition support, and more.
Your mission is our mission. Join us on our journey to build a better world, one book at a time. #BookkeepingForGood
Our Vision
Leading the Way to Financially Sustainable Communities
We envision a world where purpose-filled people & organizations are financially empowered to create lasting social change. We strive to be the leading ally, fostering financial health and community impact through our expertise, innovation, and unwavering commitment to our clients' success
Our Mission
Empowering Impact & Financial Success for Purpose-Filled Businesses
We are more than just bookkeepers. We are allies who empower others to achieve financial clarity and sustainability. We provide personalized bookkeeping solutions, tailored to your unique needs so you can focus on making a positive impact in your community
OUR VALUES
The Heart of Levelled, Inc.
CLIENT FOCUSED
We listen to your needs, understand your challenges, and tailor our services, to your unique goals
RESPONSIVE & PROACTIVE
We are readily available to address your concerns and proactively manage your financial needs
WELL QUALIFIED & DETAIL ORIENTED
Our certified consultants bring expertise and meticulousness to every aspect of your financial management
TEHNOLOGY
DRIVEN
We leverage innovative technologies to streamline processes, enhance efficiency, and provide real-time insights.
CULTURE
FORWARD
We foster integrity, inclusivity, and innovation, where everyone feels valued and empowered to contribute their best.
COMMUNITY
MINED
We are deeply committed to supporting veteran-owned and first responder businesses, recognizing their vital contributions to our communities
Your Premier Bookkeeping Partner
We specialize in providing top notch bookkeeping solutions for individuals, nonprofits, social enterprises and start ups in the wellness/health, real estate, technology, and professional services industry. Our services include operational bookkeeping, A/R & A/P, bookkeeping set up, troubleshooting, bank reconciliation, and financial reviews
*Clean up or catch up work will be quoted based on the amount of cleaning needed
and is separate from ongoing bookkeeping services pricing
OUR TEAMS
OUR ADVISORY AND EXPERIENCE TEAM
50+ Years of Combined Expertise
Our seasoned advisors bring a wealth of experience in program consulting, project management, and financial advising. They've successfully guided nonprofits, government organizations, and NGOs through complex financial landscapes and changes. With extensive experience in client relationship management and global financial advisory services, they're dedicated to helping you achieve your goals. Each advisor holds advanced degrees and certifications, including Certified Nonprofit Professional (CNP) and Certified Financial Planner (CFP), ensuring you receive the highest level of expertise and support.
"Everyone deserves access to quality financial services, regardless of their background or business size. Closing the wealth gap by providing accessible, expert services that empower underserved communities and businesses to thrive is KEY."
OUR BOOKKEEPING TEAM
Your Growth & Optimization Navigators
Our team of bookkeeping leads, seniors, and juniors boasts over 26 years of combined experience working with diverse businesses across the globe. As certified QuickBooks Online ProAdvisors and a commitment to ongoing development, they're well-equipped to handle your business needs. With a focus on continuous learning, over half of our bookkeepers are pursuing their Master's degrees in Accounting, ensuring they stay at the forefront of industry knowledge.
"Your success is our priority. We take the time to understand your unique challenges and aspirations, then develop customized strategies to help you reach your full potential. With our support, you'll gain the financial clarity and confidence you need to make informed decisions and achieve your business goals."
Wendy
C. W.
Team Lead/
Project Manager
Reese
E. D.
Team Lead/
Project Manager
Quinn
M.
Programs Supervisor
Jon
H-D.
Bookkeeper
Annabel
R.
Financial/Project Analyst
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