2,200+ service businesses benchmarked. How does your cash flow stack up? See where you stand →
Level

About Level

Built by operators. For operators.

We started Level because service business owners deserve the same financial clarity that Fortune 500 companies take for granted.

Sam Young — Founder & CEO of Level

Sam Young

Founder & CEO

Stanford Graduate School of Business
Brown University
LinkedIn Profile

I've sat across the table from hundreds of service business owners — reviewing their books, analyzing their margins, helping them understand where money goes. Most had the same problem: they were running profitable businesses but couldn't see it in their numbers.

Before starting Level, I spent 4 years as Director of Growth Product at BuildOps, building financial tooling used by 1,000+ commercial contractors — and worked as a CFO and finance leader across other service businesses. Before that, four years in PE and investment banking rolling up and acquiring service businesses — $2.5B in total transactions including M&A and IPOs. I saw firsthand how the difference between a well-managed back office and a messy one could mean millions in enterprise value.

The pattern was always the same. Owners who were great at the trade but flying blind on the financial side. Bookkeepers who recorded transactions but never connected them to business decisions. CPAs who showed up once a year to file taxes and left.

Level exists to fill that gap. We give service businesses the financial infrastructure and strategic guidance that, until now, only companies with full-time CFOs could afford.

The team

Partners & advisors

Each partner and advisor brings a different lens — deals, tax strategy, FP&A, and operating experience across service businesses.

Lewis Goldsmith, CPA

Lewis Goldsmith, CPA

Advisor — Strategic Finance & Operations for Service & Trade Businesses

CPA and strategic finance leader with 15+ years partnering with CEOs to build the operating discipline service and trade businesses need to scale. Lewis has served as Chief of Staff and senior finance leader across labor-heavy, multi-location operators — installing the FP&A rhythm, pricing strategy, performance management, and back-office rigor that turn $5M–$50M field-services businesses into durable, exit-ready companies. At Level, Lewis advises on the financial operations playbook for trades (HVAC, electrical, plumbing, mechanical, roofing) and other service businesses — pricing, gross margin discipline, labor utilization, and cash flow forecasting at the field level. CPA, University at Buffalo.

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Kenneth May

Kenneth May

Partner — Tax Strategy

Enrolled Agent and tax planning specialist with 45+ years of practice. Owner of B A Services Inc. (Standish, Michigan), focused on tax strategy for medical, legal, real estate, and e-commerce businesses in the $1M–$5M revenue band. As an EA, federally licensed to represent taxpayers before the IRS in all 50 states. Specializes in entity structuring, strategic tax deferral, R&D and other under-claimed credits, and retirement-plan design for owner-operators. Brings the tax-strategy lens to Level's content — the part most fractional CFOs ignore.

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Stephen Chou

Stephen Chou

Partner — Investor & ex-CFO

Investor and operator. Former venture investor at Translink Capital ($1B AUM) leading 15+ investments, with corporate development experience at Cisco and investment banking at Credit Suisse executing $8B+ in M&A and capital markets transactions. Most recently CFO at FitXR, a venture-backed VR fitness platform. Brings the buyer / investor / capital-events perspective to Level's content. Columbia MS Operations Research, UC San Diego BS Mechanical Engineering.

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Specialized staff

Backed by certified bookkeepers and CPAs on staff.

Behind the partners, Level has a bench of certified bookkeepers and CPAs handling the specialized work — monthly close, multi-state filings, tax prep, payroll, and audit support. Every engagement gets the right credential for the job.

QBO ProAdvisorXero AdvisorSage Intacct CertifiedCPA (multi-state)Enrolled Agent

Our Data

The numbers behind Level

2,200+

Service businesses analyzed

$13.25B

Revenue reviewed

$2.5B

In service-business transactions

50,753

Employees tracked

The Level Index is built from our proprietary benchmark research (2,200+ companies, $13.25B in revenue analyzed). It's what powers every audit, every recommendation, and every benchmark comparison we deliver.

Explore the Level Index

What we believe

Your bookkeeper records what happened. Your CPA files taxes. Neither one tells you what to do next.

Every service business owner deserves a financial co-pilot — someone who understands their industry, speaks their language, and shows them exactly where to find more profit in the business they already have.

That means going beyond compliance. Knowing why your margins dropped before you ask. Building a cash forecast that accounts for seasonality. Benchmarking your numbers against businesses your size, in your industry — so you always know where you stand.

Your data already tells you what to do

Drop your info and we’ll reach out within 24 hours. Free audit included.

2,200+ service businesses benchmarked$13.25B in revenue analyzed24-hour response

No credit card. 15-min audit. We only follow up if we can actually help.

No commitment. Real numbers, not generic advice.