Overview

About Level CFO

Margin, cash, and growth, watched every week. Level is the always-on finance team for contractors, service businesses, and ecommerce brands ($1M to $50M+ in annual revenue). We show you which jobs, crews, products, and customers make money, where cash gets stuck, and which levers will drive profitable growth. Built by operators, for operators.

We connect your accounting, labor, field management, and store systems into clean monthly accrual books, controller oversight, job and product costing, 13-week cash and inventory forecasting, and fractional CFO strategy. Custom AI agents monitor margin and cash leaks continuously and surface a clear weekly action list.

Bookkeeping plans start at $500 per month and Scale full finance department plans run $1,500 to $5,000 per month. Start with a free 30-minute Profit and Cash Audit benchmarked against our 2,200+ company dataset ($13.25B in analyzed revenue).

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Focus

Service Focus of Level CFO

How the team's effort is distributed across services.

100%

Industries Focus

25%25%20%15%15%

Client Focus

Small Business45%
Medium Business45%
Large Business10%

The Positioning

AI Tools & Purpose

The stack the team uses to move faster.

Claude
Weekly margin and cash leak detection across books
Selected Work

Client Portfolio of Level CFO

Where their work concentrates - by industry, budget, and timeline.

Clients: 3

AirbnbHone HealthMy Home Pathway

Where we are

Locations (1)

Offices where Level CFO operates.

Headquarter
United States

United States

447 Broadway 2nd Floor 1301
NYC, New York 10013
+1 (401) 339-7930