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Partner

Level CFO

New York, NY, United States of America
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Industries Served
  • Automotive
  • Blockchain & Cryptocurrency
  • Consumer Services
  • Construction
  • eCommerce
  • Energy
  • Financial Services
  • Food & Beverage
  • Healthcare Care Equipment & Services
  • Insurance & Brokerage
  • Manufacturing
  • Media
  • Non-Profit and Religious
  • Pharmaceuticals, Biotechnology & Life Sciences
  • Production
  • Professional Services
  • Real Estate / Development
  • Retail
  • Software
  • Technology Hardware & Equipment
  • Telecommunications
  • Transportation
Software
  • Microsoft Dynamics
  • Oracle NetSuite
  • Other
  • QuickBooks Desktop
  • QuickBooks Online
  • Sage Intacct
  • SAP
  • Thomson Reuters
  • Xero
  • Deltek
  • Acumatica
  • Zoho Books
Sectors Served
  • Startup
  • SMB
  • Mid-Market
  • Enterprise
Services
  • Accounting
  • Accounts Payable
  • Accounts Receivable
  • Advisory
  • Auditing
  • Bookkeeping
  • Financial Planning / Reporting
  • HR
  • Outsourced CFO
  • Payroll
  • Tax Preparation
  • Technology Implementation / Consulting

About Level CFO

Level provides fractional CFO and bookkeeping services for companies with non-standard financial complexity — growth-stage startups, service businesses, contractors, and field service companies. We handle the work that falls between a bookkeeper and a full-time CFO: cash flow modeling, board deck preparation, VC reporting, runway analysis, job costing, and tax strategy.

Our team includes a dedicated bookkeeping team, a CPA, and a senior advisor with PE and operational finance experience. We connect to your existing stack (QuickBooks, Ramp, and other 100+ ERPs) and deliver structured analysis and forward-looking forecasts — not just a record of what already happened.

Starting at $99/month.

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