Bookkeeping Bliss
Set-Ups, Solutions and Specialties
Your Partner in Purpose and Prosperity
Solutions Tailored to You
Are you a passionate entrepreneur, a dedicated non-profit leader, or a service-based business owner with a social mission? At Levelled, we understand that your bookkeeping needs are as unique as your purpose. That's why we've created a one-of-a-kind suite of Bookkeeping solutions designed to empower you with financial clarity, so you can focus on making a difference
Your Strongest Start
Bookkeeping Setup
Get Your House In Order. Pick 3 Flexible Ways..
Regardless if you are starting a new venture or need to get some things in order, we'll set-up customized bookkeeping systems that align with your goals and simplifies your life!
From excel templates to automated technologies and everything in between -- A solid foundation ensures accurate records, informed decisions, and peace of mind.
Expert Support, On Your Terms
Need A Helping Hand?
Who is Hourly Bookkeeping Ideal For?
Those with fluctuating needs or wanting occasional guidance.
What You Need: On-demand support for tasks or questions.
Why It Matters: Get the help you need, when you need it, without the commitment of ongoing services.
Trusted Support. Flexible Plans
Let us take bookkeeping off your plate.
Who is Monthly Bookkeeping Ideal For?
Those growing and needing consistent, reliable support.
What You Need: Handling your day-to-day bookkeeping
Why It Matters: Stay on top of your finances, maintain compliance, and gain valuable insights
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
Get expert support for complex bookkeeping tasks, ensuring accuracy and efficiency. Unique projects like grant reporting, audits, or impact analysis require customized bookkeeping solutions to meet your specific needs.
Have A Special Project? Let's discuss how we can tailor a solution for you.
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
Team Lead
Reese
Lead
Quinn
Programs Supervisor
Jon
Bookkeeper
Annabel
Analyst
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