Level Accounting & AdvisoryReviews 

Written by the company

Level Accounting & Advisory is a construction-specialized accounting firm based in Vero Beach, Florida, serving specialty trade contractors across the United States. Since 2007, we've done one thing and done it well: full-service accounting built specifically for the construction industry. We're not a generalist firm that "also works with contractors" — construction is our entire focus, and our team is trained specifically in how contractors actually make and spend money. We work with HVAC, electrical, plumbing, concrete, hardscape, pool construction and service, deck, fencing, and high-end landscape businesses — typically those doing between $1 million and $15 million in annual revenue. These are owners who are great at their trade, run hard every day, and want their financials handled by people they can trust and actually get on the phone. Here's what we handle for our clients: Bookkeeping and monthly reconciliation Tax strategy and planning, with sessions built into the year so nothing is a surprise Business and personal tax return preparation Payroll, run through Gusto 1099 preparation and filing Workers' comp and general liability audit prep Growth and advisory support We work inside QuickBooks Online and integrate with JobTread, so we meet contractors in the tools they already use instead of forcing a new system on a busy crew. On a typical takeover, we find thousands of dollars in missed deductions and catch the payroll and 1099 filing problems that quietly turn into penalties. We're also honest about who we're the right fit for. We work best with established specialty trade contractors who want done-for-you accounting and a long-term partner — not businesses looking for the cheapest possible data entry. If we're not the right fit, we'll tell you. In 2026, the Professional Association of Small Business Accountants (PASBA) named Level Accounting & Advisory its Firm of the Year. If you're a contractor who wants clean books, proactive tax strategy, and a real team behind you, we'd like to hear from you. Visit levelaccountingfirm.com to book a call.See more