
Level CFO
Margin, cash, and growth, watched every week for operators.
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).
Featured Companies
Focus
Service Focus of Level CFO
How the team's effort is distributed across services.
Industries Focus
Client Focus
The Positioning
AI Tools & Purpose
The stack the team uses to move faster.
Client Portfolio of Level CFO
Where their work concentrates - by industry, budget, and timeline.
Clients: 3
Where we are
Locations (1)
Offices where Level CFO operates.