Services
More profit from the crew
you already have.
From bookkeeping and controllership to fractional CFO work, Level pairs traditional accounting with custom AI agents that track gross profit per labor hour, find cash trapped in open jobs, and surface weekly actions.
What we do
More profit, from the crew you already have.
Traditional accounting done right — bookkeeping, controllership, and fractional CFO work — paired with custom AI agents that monitor margin and cash leakage every week.
Foundation
Bookkeeping & monthly close
Clean monthly books, reconciliations, and organized financials a CPA can stand behind — the accounting foundation everything else runs on.
Finance leadership
Controller & fractional CFO
Controller-level oversight and CFO guidance: monthly close, job costing, budgeting, cash flow planning, and the financial leadership a growing business needs.
Accounting ops
Payroll, AP/AR & sales tax
Day-to-day accounting handled — payroll, accounts payable and receivable, and sales tax — coordinated with your books and your CPA.
Core metric
Gross profit per labor hour
See which jobs, customers, crews, and workflows turn scarce labor into margin — and which ones quietly consume your best people.
Cash proof
Cash trapped in open jobs
Find completed work with cost in the system but no cash back yet: unbilled work, slow billing, missing closeout steps, retainage, and collection delays.
AI operating layer
Custom AI agents
Agents monitor operations and finance, flag margin and cash leakage, and surface the actions each office should take this week.
Margin leakage
Callbacks and revisits
Track repeat visits, warranty work, and senior-tech capacity drain as real margin leakage — not just operational noise.
Customer yield
Best and worst customers
Find customers that consume your best people but barely make money, then reprice, reroute, or walk away with confidence.
Office cadence
Weekly action lists
Each office gets a short list of jobs to close, invoices to send, callbacks to investigate, and customers to review.
Systems
Field ops + finance integration
Connect BuildOps, ServiceTitan, Jobber, Housecall Pro, QuickBooks, Sage, Spectrum, and other systems into one operating layer.
Benchmarks
2,200+ service business comparisons
Compare your margin, billing speed, collections, and labor yield against benchmarks by industry and job type.
Thesis
AI for the skilled work AI cannot replace
AI cannot do your best people's work. Level uses AI to orchestrate the work around scarce skilled labor so every hour produces more margin and cash.
Every engagement starts with a profit snapshot: gross profit per labor hour, cash trapped in open jobs, and the actions each office should take next.
See pricing →Start with the problem
Different businesses. Same visibility gap.
Owners usually do not need a generic services menu. They need to know which number is wrong, missing, late, or impossible to trust.
Clean books, but no operating visibility
Monthly close, reporting, and dashboards that show cash, margin, and what changed.
See the clean data layer →
Job costing, WIP, and margin gaps
Find where labor, billing, project cost, and the P&L stop agreeing.
Read the job costing guide →
Field system + accounting data problems
When BuildOps, ServiceTitan, NetSuite FSM, QuickBooks, Sage, or ERP data does not reconcile.
Browse integrations →
Customer, account, or location profitability
For companies where revenue is not the same as profit by customer, contract, crew, account, or location.
Find your operating model →
Industry pages
Built for the way your business actually runs.
Every industry page goes deep on the operating mechanics that matter for labor-heavy work: rework, billing lag, job margin, customer yield, and cash trapped in open jobs.
From clients
What clients say after working with us.
“We were doing $7M and I almost missed payroll twice in one quarter. Sam pulled the cash report apart line by line — turns out we had ~$340K in unbilled WIP sitting in the field. Got most of it billed and collected inside two weeks. The CFO retainer basically paid for itself the first month.”
“Healthcare staffing — RN placements at $90/hr bill, $62/hr pay. Sounds like good margin, but Sam ran the fully-loaded math (ACA contributions, workers comp, GLI, T&E reimbursement, recruiter commissions) and we were really at $4–6/hr per placement. Repriced two contracts by 9% and walked from one. Margin tripled.”
“Pre-seed AI startup, raised $2.4M, and I was guessing at runway because our books were in shoeboxes. Sam took us from zero accounting to investor-ready in 6 weeks. Built a runway model, R&D credit capture (~$78K), and a clean monthly close. We extended runway by 4 months without changing burn.”
Ready to see where your team's time turns into margin?
Free profit snapshot. We connect operations and finance, benchmark you, and show what to fix first. Free audit included.
No commitment. Real numbers, not generic advice.