Website: 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.