Who we serve

Nine verticals. One financial operating system.

We've benchmarked 2,200+ service businesses across nine verticals. The bookkeeping stack, KPI framework, and fractional CFO playbook we bring is tailored to the economics of each one — contractor job costing is nothing like ecommerce inventory, and neither is anything like restaurant prime cost.

Industry

Contractors & Trades

$1M – $30M

What we fix: Job-level margin, cash in AR and retainage, SA profitability, ghost trucks, over-budget jobs

KPIs we track

·Job-level GM (actual vs. quoted)
·Service agreement margin
·Pull-through revenue
·Collection rate & DSO
·Revenue per truck
·Billing speed

One $15M commercial HVAC contractor had $3.8M billed but uncollected — Level recovered $2.1M in 90 days.

Contractor benchmarks →

Industry

Ecommerce & DTC Brands

$500K – $20M

What we fix: Shopify/Amazon reconciliation, COGS errors, true gross margin, ad spend efficiency, inventory accounting

KPIs we track

·Contribution margin (after CAC)
·Gross margin by SKU/channel
·Inventory turnover
·Customer LTV:CAC
·A2X-reconciled platform revenue
·Sales tax nexus compliance

A $4.3M skincare brand thought their gross margin was volatile (28%-51%). Fixed books revealed true margin of 42% ± 2% — stable, just measured wrong.

Ecommerce bookkeeping that works →

Industry

Restaurants

$500K – $10M (single or multi-unit)

What we fix: Prime cost management, labor scheduling, food cost variance, unit-level P&L, cash shrinkage

KPIs we track

·Prime cost (food + labor %)
·Food cost %
·Labor cost %
·Unit-level P&L
·Customer count & avg ticket
·Cash-to-deposit reconciliation

A $2.4M casual-dining concept moved prime cost from 67% to 61% in 9 months — adding $120K to owner comp.

Restaurant benchmarks →

Industry

Agencies, Consulting & Professional Services

$1M – $15M

What we fix: Utilization & realization, project profitability, pricing drift, scaling without margin loss, hiring cadence

KPIs we track

·Utilization by person / role
·Realization rate
·Gross margin per employee
·Effective hourly rate
·Client profitability
·Backlog & pipeline visibility

A $4.2M creative agency moved operating margin from 12% to 23% by firing bottom 10 clients + raising rates 8% + tightening WIP discipline.

Professional services playbook →

Industry

Healthcare Practices

$1M – $25M

What we fix: Payer mix economics, overhead creep, provider productivity, staffing ratios, DSO on receivables

KPIs we track

·Overhead as % of revenue
·Provider productivity (wRVU or visits)
·Staffing ratio by role
·Payer mix & reimbursement trends
·Days in AR
·Profit per provider

A multi-location dental group cut overhead by 7 points and improved provider productivity 15% over 12 months.

Healthcare benchmarks →

Industry

Cleaning & Facility Services

$1M – $20M

What we fix: Labor cost control, route profitability, customer retention, contract pricing, supply inflation

KPIs we track

·Labor as % of revenue
·Route/customer profitability
·Customer retention
·Bid win rate
·Collections
·Gross margin by contract type

Cleaning benchmarks →

Industry

Staffing

$2M – $30M

What we fix: Spread/markup management, DSO on invoiced placements, working capital, back-office comp cost

KPIs we track

·Gross profit per placement
·Bill rate / pay rate spread
·Fill rate
·Days sales outstanding
·Working capital ratio
·Back-office cost ratio

Staffing benchmarks →

Industry

Landscaping & Lawn Care

$500K – $10M

What we fix: Seasonality, crew productivity, material margin, route density, equipment utilization

KPIs we track

·Revenue per crew hour
·Route density
·Material margin
·Equipment utilization
·Crew retention
·Seasonal cash planning

Landscaping benchmarks →

Industry

Trucking & Logistics

$500K – $10M (owner-op or small fleet)

What we fix: Cost per mile, factoring economics, fuel volatility, breakdown reserves, lane profitability

KPIs we track

·Cost per loaded mile
·Rate per mile by lane
·Deadhead %
·Fuel cost %
·Maintenance reserve
·Customer/lane profitability

Trucking survival guide →

Don't see your industry?

The Level playbook works for most SMBs between $500K and $30M in revenue. If your business has cash flow, margin, or scaling problems, we can almost certainly help. Book a call and let's talk.

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