The team

Real CFOs, accelerated by AI.

The operators behind Level. People who've sat in the seats — evaluated contractor roll-ups in private equity, built financial products at field-service software companies, and reviewed thousands of service business P&Ls.

Sam Young

Founder & CEO

Founder of Level. Former private equity investor evaluating contractor roll-ups. Spent four years at BuildOps building financial tooling for 1,000+ commercial contractors. Reviewed P&Ls across 2,200+ service businesses. Co-founded a real estate tax optimization firm analyzing $1B+ in real estate assets. Stanford MBA, Brown undergrad.

service business financecontractor financial operationsjob costingprivate equity evaluationfractional CFOAI-accelerated finance ops

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Kenneth May

Partner — 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.

small business tax planningentity structuringtax deferral strategiesR&D and tax creditsretirement plan design for ownersIRS representation (Enrolled Agent)owner-operator tax optimization

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Stephen Chou

Partner — Investor & ex-CFO

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.

venture capitalM&A and corporate developmentexit readiness and PE evaluationfinancial modeling for service businessesfundraising and capital structureoperating CFO experience

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Specialized staff

Backed by certified bookkeepers and CPAs on staff.

Behind the partners, Level has a bench of certified bookkeepers (QBO ProAdvisor, Xero Advisor) and CPAs handling the specialized work — monthly close, multi-state filings, tax prep, payroll, and audit support. Every engagement gets the right credential for the work, without paying $250/hr partner rates for compliance tasks.

QBO ProAdvisorXero AdvisorSage Intacct CertifiedCPA (multi-state)Enrolled AgentConstruction Financial Manager

Want to talk numbers? Sam runs every client engagement directly.

See how Level works →