OUR SOLUTIONS

Empowering Your Mission Through Financial Expertise

Your Partner in Financial Strength

At Levelled, Inc., we know financial stability shouldn't hold back your mission. We offer a comprehensive

suite of services designed to empower people with a purpose and mission-driven organizations like yours. Whether you're a

professional, a non-profit, a social enterprise, or a growing start-up business, we can help you achieve financial

clarity and make a lasting impact.

WHAT WE DO

Streamlined Bookkeeping

Don't get bogged down by day-to-day tasks. We handle your

bookkeeping efficiently and accurately, providing you with

real-time insights into your operational health.

Bookkeeping Suite of Solutions


Focus on what matters most and leave the bookkeeping to us. We offer flexible packages tailored to your specific needs

Customized Reporting and Accounting


We understand every organization is unique. We create a bookkeeping plan that aligns with your structure and goals.

Expert Financial Advisory

We go beyond basic bookkeeping. Our experienced financial

professionals can help you navigate complex financial

challenges and make informed decisions.

Non-Profit Essentials


Ensure compliance and maximize grant funding with our specialized bookkeeping and reporting services tailored to non-profit organizations

Social Impact Growth


Develop a data-driven financial strategy to fuel your social venture's success. We'll help you measure your impact and achieve sustainable growth

Cash Flow Control


Take control of your finances and avoid cash flow disruptions. Our experts can help you develop a comprehensive cash flow management plan and budgeting strategy

Lets help you

  • Free Your Time: Focus on your mission and core activities while we handle your financial management needs.

  • Gain Financial Clarity: Make informed decisions based on accurate and insightful financial data.

  • Achieve Your Goals: Develop a sound financial foundation for long-term success and sustainable impact.

  • Technology Integration:

    We leverage cloud-based accounting software for seamless financial management and accessibility.

We also offer

  • Bookkeeping Setup: Tuning software, creating a Chart of Accounts and streamlining your training.

  • Dedicated Team: You'll receive personalized support from a dedicated team of financial professionals who understand your mission and challenges.

  • Collaborative Approach: We believe in working closely with you to understand your unique financial goals and develop a customized strategy for achieving them

  • One-time Financial Diagnosis: Determine if your balance sheet, P&L and other statements have any issues.


Ready To Discuss Your Specific Needs and How Levelled, Inc. Can Empower Your Mission Through Our Expertise?

WHAT PEOPLE SAY ABOUT US


“Levelled took the stress out of grant compliance and reporting, giving us more time

to focus on serving our community. Their team is apart of my business family – always there to answer questions

and offer support. We've seen a significant improvement in our financial stability

since partnering with them."

David M

Executive Director, Operation Second Chance

ABOUT COMPANY

Bookkeeping with Heart: Empowering Others To Build Financial Strength & Stability. Bookkeeping, Advisory, and Resources Tailored For Purpose-Filled People and Mission-Driven Organizations

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