Overview

About Level Accounting & Advisory

Level Accounting & Advisory is a construction-specialized accounting firm based in Vero Beach, Florida, serving specialty trade contractors nationwide. For 20 years (formerly Stratlign), we've done one thing: clean books, real tax strategy, and full-service accounting for contractors — HVAC, electrical, plumbing, concrete, hardscape, pool, decks, and fencing.

We're not a generalist CPA who "also does" contractors. Our team of 8+ accountants is trained specifically in construction accounting, and we work inside the tools you already use — QuickBooks Online and JobTread.

Most contractors are incredible at their trade and have thousands of dollars moving in and out every day, with no clear picture of where they stand. We fix that. On a typical takeover we find $5,000–$20,000 in missed deductions, catch the 1099 and payroll-filing problems that quietly rack up penalties, and give owners financials they can actually trust — plus a team they can reach by phone, not a ticket queue.

What we handle:

  • Bookkeeping & reconciliation

  • Tax strategy & planning (semi-annual sessions included)

  • Business & personal tax return preparation

  • Payroll (via Gusto)

  • 1099 preparation & filing

  • Workers' comp & GL audit prep

  • Growth & advisory

Who we're a fit for: Specialty trade contractors doing $1M–$15M in revenue who want done-for-you accounting, proactive tax planning, and clean financials.

Who we're not for: Businesses under $500K in revenue, e-commerce, nonprofits, companies operating in more than two states, or anyone who only wants basic data-entry bookkeeping. We're honest about that up front — it saves everyone time.

In 2026, the Professional Association of Small Business Accountants (PASBA) named Level Accounting & Advisory its Firm of the Year.

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Focus

Service Focus of Level Accounting & Advisory

How the team's effort is distributed across services.

100%

Industries Focus

100%

Client Focus

Small Business50%
Medium Business50%

The Positioning

AI Tools & Purpose

The stack the team uses to move faster.

Claude
productivity

Where we are

Locations (1)

Offices where Level Accounting & Advisory operates.

Headquarter
United States

United States

333 17th Street Suite B
Vero Beach, Florida 32960
5612541704