Category: Florida Firms

Website: https://levelaccountingfirm.com
Phone: (508) 563-2218

Level Accounting & Advisory is a construction-specialized, full-service accounting firm based in Vero Beach, Florida, on the Treasure Coast, with a listed address of 333 17th Street, Suite B, Vero Beach, FL 32960. The firm serves specialty trade contractors and states that it works with contractors in 46 states. According to the firm, it has been in business for nearly 20 years, with 98% of its clients in the trades. The firm states it was named 2026 Accounting Firm of the Year by the Professional Association of Small Business Accountants (PASBA) for its construction-specialized service.

Services

Level describes itself as handling bookkeeping, taxes, payroll, 1099s, and tax strategy under one roof. Its bookkeeping for construction companies is described as monthly books, clean reports, and bank reconciliation with monthly full reconciliation and review. The firm lists tax strategy and planning, with semi-annual strategy sessions stated to be included in every package, and tax return preparation for both business and personal returns.

Additional listed services include payroll administered through Gusto with verified quarterly filings, 1099 preparation and filing, workers compensation and general liability audit preparation, and growth and advisory services such as financial dashboards, KPIs, and quarterly strategy sessions. The firm also offers a JobTread and QuickBooks Online integration, stated at $495 per month, to connect project data with financials. The firm explicitly states that it does not do job costing, describing that as project management handled by tools such as JobTread, while it ensures the accounting side is set up correctly.

Who They Serve

The firm states it serves contractors, including general contractors and roofing, HVAC, plumbing, electrical, concrete, pool, fencing, deck, and hardscape trades, as well as home service businesses. Level says it works with contractors generating annual revenue between $1 million and $15 million. The firm provides an explicit fit statement: it indicates it is not a fit for businesses under $500K in revenue, businesses operating in California, New York, Oregon, or Hawaii, businesses in more than two states, those wanting only basic data entry, e-commerce businesses, or nonprofits.

Approach & Tools

Level describes an onboarding process beginning with a 30-minute discovery call, followed by a deep dive into the client’s bookkeeping and prior-year tax returns, a custom proposal, and onboarding with a dedicated team drawn from its construction-trained accountants. The firm states that clients use or will use QuickBooks Online and that all work, including monthly calls, document sharing, and reporting, can be done remotely.

On pricing, the firm states monthly service fees of $1,500 to $6,500, with an average contractor paying about $2,500 per month, plus a one-time foundation fee of $5,000 to $35,000 that covers cleaning up existing books, migrating data, and setup. It describes three service tiers: Operational, Tactical, and Strategic. The firm reports a 5.0 rating across 98 Google reviews and publishes contractor testimonials on its site.

In its published FAQ, the firm addresses topics such as the cost difference between a part-time bookkeeper, a generalist CPA, software-based providers, and full-service accounting; whether contractors need a specialized accountant; the distinction between a bookkeeper and a full-service firm; and the consequences of late 1099 filing, where the firm cites per-form penalties that escalate with time. The firm states it typically identifies missed deductions when taking over from a generalist, and that it discusses entity structure questions, such as S-Corp versus LLC, during its included tax strategy sessions. It notes that most contractors are fully up and running within 60 days once the foundation work is complete.

Level Accounting & Advisory is a Vero Beach, Treasure Coast firm offering construction-focused bookkeeping and full-service accounting to trade contractors regionally and across much of the country.

Website: https://heritagetaxservices.com
Phone: 954-797-5060

Heritage Accounting & Tax Services is a Florida accounting firm based in the Fort Lauderdale area that provides accounting, tax, and business advisory services to corporations, small businesses, and individuals throughout Fort Lauderdale. The firm describes itself as a Fort Lauderdale CPA firm and states that its goal is to minimize the work and worry of its clients while helping them maximize their tax refunds. According to its site, the practice has over 25 years of experience and offers a free initial consultation to both individuals and businesses.

Services

The firm groups its work into tax services and accounting services. On the tax side, it lists tax preparation, tax planning, and IRS tax problem resolution, noting that it can assist taxpayers who owe over ten thousand dollars in back taxes. The firm frames tax planning as covering everything from complex strategies for businesses to basic income tax preparation for individuals, and it emphasizes staying current with new tax laws so that those laws work to the client’s advantage.

On the accounting side, the firm advertises small business accounting, incorporation, QuickBooks services, outsourced CFO services, and audit and assurance. It states that it provides a wide variety of accounting and bookkeeping services tailored to client needs, including support for do-it-yourself business owners who manage daily operations in QuickBooks.

Who They Serve

Heritage Accounting & Tax Services serves small and midsized businesses across a range of industries, and its site specifically highlights construction, healthcare, and retail. The firm presents construction accounting as a particular focus, stating that it specializes in services designed to help contractors and construction businesses reach their profit potential. According to the firm, its industry focus has given it a depth of knowledge in this area, and it works with construction companies and a variety of contractors including builders, electricians, HVAC companies, and plumbers. The firm also offers services to individuals.

Approach & Tools

For construction and trades clients, the firm lists specialized bookkeeping services such as job costing and fixed asset accounting and depreciation, alongside more traditional functions. The bookkeeping and accounting tasks named on the site include small business accounting, operational reviews and assessments, business loan assistance, insurance compliance, monthly closings, cash balance tracking, bank and credit card reconciliations, general ledger maintenance, tax planning and compliance, sales tax processing, payroll services, and QuickBooks system setup. The firm states that, in addition to construction accounting, it develops tax planning strategies intended to help contractors retain more of their profits.

The firm uses QuickBooks as a core accounting tool and offers setup and ongoing support for it. It also provides client conveniences referenced on the site, including online file sharing, online payments, a newsletter with tax tips and due dates, and a content resource library. For business clients more broadly, the firm states that no matter what combination of accounting and bookkeeping services a business requires, it is prepared to formulate a service solution around those needs, and it frames its accounting work as designed to make a client’s job easier and free up time to focus on building the business.

The firm publishes client testimonials on its site, attributed to named clients, that describe its work as professional and responsive. As with other promotional language, these characterizations are presented as statements from the firm’s clients rather than as independent assessments.

Service Area and Contact

The firm identifies itself as a Fort Lauderdale and Davie, FL accounting practice serving clients throughout Fort Lauderdale and South Florida. Its site lists a main phone line and notes Spanish-language support through a separate extension. The firm invites prospective clients to request a free consultation.

Heritage Accounting & Tax Services presents itself as an established local firm combining general accounting and tax work with an industry concentration in construction and the trades. The descriptions above are drawn from the firm’s own website and reflect the services and positioning it states for clients in the Fort Lauderdale and broader South Florida market.