Pricing
Start with the leak. Then scale.
The first audit is free. From there, Bookkeeping starts at $500/mo to create the clean data layer, and Scale adds job and product costing, cash and inventory forecasting, CFO guidance, and the full AI operating layer when you're ready to grow.
Step 1, free
Free Profit Audit
Before you pick a plan, we look for the leaks: dirty books, margin gaps, cash stuck in unbilled work or inventory, and where AI automation would actually help.
Bookkeeping
The clean data layer, monthly books, organized financials, and numbers AI can actually work with.
Best for: Owners who want clean books, organized financials, and the accounting foundation for margin, cash, and AI automation work.
What's included
- Monthly bookkeeping and reconciliations
- Clean, organized P&L and balance sheet
- Data hygiene across your accounting, field, and ecommerce systems
- Margin by job, crew, SKU, or customer
- Unbilled work, inventory, and overdue AR flagged
- Low-margin work, products, and customers surfaced
- A short monthly action list
- Behind on books? Catch-up scoped after the snapshot
Starts at $500/mo and scales with transaction volume and entity complexity. The initial profit audit is free.
Scale
Grow without losing control of the numbers.
Best for: Contractors, service businesses, and ecommerce brands ready to grow margin and cash without adding headcount.
What's included
- Everything in Bookkeeping, plus:
- Controller oversight, monthly close, and job or product costing
- CFO guidance: cash flow forecasting, inventory & working capital planning, budgeting
- Field, POS, ecommerce + finance integration
- Custom AI agents that work the margin and cash leaks
- Weekly office action lists
- Customer, SKU, and job yield reviews
- Industry benchmark comparisons
Platform / Multi-Office
For PE-backed, multi-location, or acquisition-heavy groups.
Best for: Multi-entity and multi-location operators that need unified margin and cash visibility across locations.
What's included
- Everything in Scale, plus:
- Controllership and CFO oversight across offices
- Multi-branch benchmarking
- Acquisition integration reporting
- Office and region scorecards
- Margin and labor-yield playbooks by market
- Executive operating cadence
- Custom data model across systems
Custom pricing based on entity count, locations, and system complexity.
Not sure which plan fits? Book a call and we'll figure it out together. Every engagement starts with a free profit audit.
The math on the sticker
Now compare profit improvement and cash timing.
A full-time senior finance hire typically runs $225K+ a year once you include salary, benefits, and payroll taxes. Below is how Level's annual fee compares against the margin and cash flow improvements we target at each revenue stage.
Revenue
$1M-$3M
- Annual fee
- $18K-$36K/yr
- Time to cover the annual fee*
- ~2-4 months
- Example cash benefit compared with fee*
- 3-6x
Ways to improve the numbers
- Collect overdue invoices
- Reprice low-margin jobs or SKUs
- Bill completed work sitting uninvoiced
- Catch jobs or channels running over budget
Revenue
$3M-$10M
- Annual fee
- $36K-$60K/yr
- Time to cover the annual fee*
- ~1.2-2.4 months
- Example cash benefit compared with fee*
- 5-10x
Ways to improve the numbers
- Improve margin by 1 percentage point on $5M in revenue = $50K
- Accelerate collection on billed receivables
- Price change orders and bundles before fulfillment
- Reduce callbacks, rework, and return drag
Revenue
$10M-$100M
- Annual fee
- $60K/yr for Scale; Platform priced separately
- Time to cover the annual fee*
- 1.5 months or less
- Example cash benefit compared with fee*
- 8x+
Ways to improve the numbers
- Unlock cash from unbilled work or excess inventory
- Raise profit per hour and contribution margin across teams
- Prepare clean financials for lenders or a sale
- See profit and cash by location, channel, or crew
*Illustrative examples combining year-one margin improvement with one-time working capital release. Actual results and timing depend on your starting margin, billing cycle, and collections.
Start with the snapshot
Find the first margin and cash leaks before you commit.
We connect your operating and accounting systems, show which jobs, crews, products, and customers actually make money, identify where cash is stuck, and give your team a concrete weekly action list.
If the opportunity is not obvious, we will tell you. If it is, Bookkeeping or Scale is the next step.
Why we're different
Built by operators, for operators
Not generic consultants. We focus on unit and job margin, labor and inventory efficiency, billing lag, and cash conversion.
Actions, not just reports
Level surfaces the jobs to close, invoices to send, SKUs or contracts to reprice, and customers to review this week.
AI agents tied to source records
Every number is queried directly from your accounting, field, POS, or ecommerce systems and reviewed by our finance team.
Three ways to get started
See where you stand
Explore benchmarks for margin, billing speed, labor yield, and cash conversion.
View BenchmarksGet your profit snapshot
Book a 15-minute call. We'll walk through where margin leaks, where cash gets stuck, and what we'd fix first.
Just have questions?
Whether you're exploring options or ready to start, every conversation begins with understanding your business.
Send Us a MessageBook a call
Pick a time that works for you.
15-minute intro call to walk through your numbers and priorities. No commitment.
Or have us reach out instead.
Drop your info and Level will reply within a few hours during business days.
No commitment. Real numbers, not generic advice.