Level CFO
Partner
New York, United States
Locations
- New York, United States
Resources
- Business Benchmark Index — 50+ operational and financial metrics across 2,000+ companies
- Cash Gap Calculator — model your peak working capital need on any project before payroll hits.
- Market Monitor — live public comps for service businesses
- Case Studies — how we've worked with contractors and service businesses.
Industries Served
- Automotive
- Blockchain & Cryptocurrency
- Consumer Services
- Construction
- eCommerce
Software
- Microsoft Dynamics
- Oracle NetSuite
- Other
- QuickBooks Desktop
- QuickBooks Online
Sectors Served
- Startup
- SMB
- Mid-Market
- Enterprise
Services
- Accounting
- Accounts Payable
- Accounts Receivable
- Advisory
- Auditing
Level CFO is a certified Ramp partner
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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