About Level

AI for the skilled work AI cannot replace.

Level helps contractors, service businesses, and ecommerce brands grow without losing control of the numbers. We connect operations, labor, inventory, billing, and finance into weekly action.

Sam Yang

Founder & CEO

Stanford Graduate School of Business

Brown University

LinkedIn Profile

Every owner I talk to is short on good people. But the bigger problem is that their best people are getting wasted: low-margin jobs, callbacks, slow billing, paperwork, and completed work that still has not turned into cash.

Before starting Level, I spent four years leading growth product at BuildOps, working with commercial contractors across service, projects, billing, and finance workflows. Before that, I worked in PE and investment banking on service-business transactions totaling $2.5B.

The pattern was always the same. The field knew what happened. Finance knew what posted. Nobody had a clean operating layer between the two.

Level exists to build that operating layer: gross profit per labor hour, cash trapped in open jobs, and the weekly actions each office should take next.

Why owners call

The books exist. The visibility still does not.

The common pattern is not "no accounting." It is books that are technically there, but no trusted view of cash, margin, job or product cost, customer profitability, or the next 13 weeks. Level turns that messy operating layer into numbers an owner can actually run from.

✓Clean books that match how the business works

✓Job, customer, account, and location margin visibility

✓13-week cash forecast tied to real open work

The team

Partners & advisors

Each partner and advisor brings a different lens: M&A and capital markets, tax strategy, FP&A, ecommerce and retail operations, and field-service execution.

Featured Advisor · Ecommerce, Finance & Luxury Retail

Sarena Ahmad

Advisor, Ecommerce Strategy

VP at Aflalo · Ecommerce & Luxury Retail Executive · Omni-Channel Strategy, Planning & Unit Economics · Harvard Business School MBA

Ecommerce, finance, and luxury retail executive with experience building and scaling direct-to-consumer and omnichannel brands. Sarena serves as Vice President of Ecommerce, Finance, and Operations at AFLALO, the luxury fashion brand founded by Reformation’s founder, where she oversees commercial strategy, financial performance, and end-to-end operations across ecommerce, retail, and wholesale. Her expertise spans the financial and operational drivers of profitable growth, including Open-to-Buy (OTB) planning, inventory and capital discipline, omnichannel expansion, supply chain execution, and executive financial reporting. Harvard Business School MBA.

Open-to-Buy (OTB) planninginventory and capital disciplineomnichannel expansionsupply chain executionexecutive financial reportingecommerce and luxury retail unit economics

LinkedIn →

Lewis Goldsmith, CPA

Advisor, Strategic Finance & Operations for Service & Trade Businesses

CPA · 15+ years strategic finance · ex-Chief of Staff · FP&A and financial operations for service & trade businesses

CPA and strategic finance leader with 15+ years partnering with CEOs to build the operating discipline service and trade businesses need to scale. Lewis has served as Chief of Staff and senior finance leader across labor-heavy, multi-location operators, installing the FP&A rhythm, pricing strategy, performance management, and back-office rigor that turn $5M-$50M field-services businesses into durable, exit-ready companies. At Level, Lewis advises on the financial operations playbook for trades (HVAC, electrical, plumbing, mechanical, roofing) and other service businesses: pricing, gross margin discipline, labor utilization, and cash flow forecasting at the field level. CPA, University at Buffalo.

LinkedIn →

Kenneth May

Partner, Tax Strategy

Enrolled Agent (EA) · 45+ years tax planning · Owner, B A Services Inc · Specialist in service-business tax strategy

Enrolled Agent and tax planning specialist with 45+ years of practice. Owner of B A Services Inc. (Standish, Michigan), focused on tax strategy for medical, legal, real estate, and e-commerce businesses in the $1M-$5M revenue band. As an EA, federally licensed to represent taxpayers before the IRS in all 50 states. Specializes in entity structuring, strategic tax deferral, R&D and other under-claimed credits, and retirement-plan design for owner-operators. Brings the tax-strategy lens to Level's content, the part most fractional CFOs ignore.

LinkedIn →

Stephen Chou

Partner, Investor & ex-CFO

ex-Translink Capital · ex-Cisco Corp Dev · ex-Credit Suisse · ex-CFO FitXR · Columbia MS

Investor and operator. Former venture investor at Translink Capital ($1B AUM) leading 15+ investments, with corporate development experience at Cisco and investment banking at Credit Suisse executing $8B+ in M&A and capital markets transactions. Most recently CFO at FitXR, a venture-backed VR fitness platform. Brings the buyer / investor / capital-events perspective to Level's content. Columbia MS Operations Research, UC San Diego BS Mechanical Engineering.

LinkedIn →

James C. Peacock

IRS Subject-Matter Contributor, Cost Segregation and Section 179D

Former IRS General Engineer 1986-2025 · Co-contributor to IRS Cost Segregation ATG · IRS primary expert on Section 179D 2014-2025

James spent nearly 39 years at the IRS as a General Engineer and Subject Matter Expert in the Large Business and International (LB&I) Division. He was among the first IRS engineers to examine cost segregation, contributed to the Cost Segregation Audit Techniques Guide from its first release in 2004 through every major update including the February 2025 edition, and served as the IRS's primary technical expert on Section 179D from 2014 through his retirement in September 2025. He holds a degree in Architectural Engineering from The University of Texas at Austin. Today he consults with taxpayers, CPAs, and cost segregation providers through J Peacock Cost Seg Advisors LLC. At Level, James provides IRS examiner perspective on cost segregation, fixed asset classification, and Section 179D strategy for contractors who own commercial buildings.

LinkedIn →Website →

Specialized staff

Backed by operators who know the work and the numbers.

Level combines hands-on operating experience, finance discipline, and custom AI agents that monitor the work between operations and finance.

QBO ProAdvisorXero AdvisorSage Intacct CertifiedCPA (multi-state)Enrolled Agent

Our Data

The numbers behind Level

2,200+

Contractors in benchmark research

$13.25B

Revenue reviewed

$2.5B

Founder prior-career transactions

50,753

Employees covered by research records

The Level Index is built from benchmark research across 2,200+ contractors analyzed by the founding team. Each benchmark explains what it measures and how many companies contributed. We label estimates and tell you when a count or source could not be confirmed. Relevant benchmarks inform the profit snapshots and weekly actions we deliver.

Explore the Level Index

What we believe

AI cannot do your best people's work. Level uses AI to orchestrate the work around them.

Service businesses don't just need more reports. They need to know where scarce skilled labor is turning into margin, where it is getting wasted, and where cash is getting stuck.

That means going beyond compliance. Knowing why your margins dropped before you ask. Building a cash forecast that accounts for seasonality. Comparing your numbers with relevant benchmarks, where a comparable industry and size sample exists, so you can see where to investigate.

Grow without losing control of the numbers

Drop your info and we’ll show your real margin across jobs, crews, products, and customers, where profit leaks to rework or hidden costs, and how much cash is sitting in unbilled work or inventory.

2,200+ businesses benchmarked·$13.25B in revenue analyzed·Weekly action cadence

No commitment. Real numbers, not generic advice.

Questions about Level

What does Level do for service businesses?

Level helps service businesses increase gross profit per labor hour and reduce cash trapped in open jobs.

What is the core Level metric?

Gross profit per labor hour. It shows whether scarce skilled labor is turning into margin.

How does Level use AI?

Level uses AI agents to monitor operations and finance, find margin and cash leakage, and surface weekly actions.

Who is Level built for?

Contractors, service businesses, and ecommerce brands where scarce labor, inventory, or high job volume make margin and cash leakage hide in the noise.