Who we serve
Built for how your business makes money
The ceiling on growth is no longer just field labor. It is coordination capacity, the estimators, dispatchers, PMs, and bid desk who hold the business together and are the hardest roles to staff. When they get overloaded, the back office breaks before demand does.
Level turns your operations into a connected, AI-accelerated system, an operational nervous system that grows with you instead of breaking. Every industry has different economics, so we tailor it to yours: gross profit per human hour, cash trapped in open jobs, and the weekly AI agents that keep scarce people on the work that only they can do.
Contractors & Trades
$1M-$30MJob-level profitability, cash stuck in receivables, and collection speed, benchmarked against 2,200+ peers.
Contractor benchmarks →
Ecommerce & DTC
$500K-$20MTrue contribution margin after COGS, shipping, returns, and ad spend, by SKU and channel.
Ecommerce CFO services →
Restaurants
$500K-$10MPrime cost control, unit-level P&L, and labor scheduling, the numbers that drive multi-unit profitability.
Restaurant benchmarks →
Agencies & Professional Services
$1M-$15MUtilization, effective hourly rate, and client profitability, so you scale without margin loss.
Professional services playbook →
Healthcare Practices
$1M-$25MOverhead as a percentage of revenue, provider productivity, and payer mix, the metrics that drive practice value.
Healthcare benchmarks →
Cleaning & Facility Services
$1M-$20MLabor cost control, route profitability, and customer retention, the levers that separate 5% margin from 15%.
Cleaning benchmarks →
Staffing
$2M-$30MBill/pay rate spread, fill rate, and working capital management, cash flow is the business.
Staffing benchmarks →
Landscaping & Lawn Care
$500K-$10MCrew productivity, seasonal cash planning, and route density, profitability by crew, not just by job.
Landscaping benchmarks →
Trucking & Logistics
$500K-$10MCost per mile, lane profitability, and fuel exposure, the numbers that keep small fleets alive.
Trucking survival guide →
AI Startups
Pre-seed to Series BR&D credit capture, inference cost modeling, burn multiple, and runway through milestone gates.
AI startup CFO services →
SaaS Startups
Pre-seed to Series BARR, net revenue retention, burn multiple, and board-deck readiness, clean numbers for your next raise.
SaaS startup CFO services →
Healthcare Startups
Pre-seed to Series BMulti-state regulatory, payer-mix forecasting, and milestone-based runway planning.
Healthcare startup services →
Don't see your industry?
If your business has cash flow, margin, or scaling problems, we can almost certainly help.
Book a free auditWho this works for
We are selective about fit, not about size
The door is open to any real business. But the operating work lands hardest in three situations.
You are growing and the numbers are getting away from you
New locations, bigger jobs, more crews, a first acquisition. The reporting that worked at your last size stopped working at this one.
Someone will act on a weekly number
We surface a short list every week: a job to reprice, a customer to fix, an invoice to chase. It only pays off if somebody moves on it.
Someone internal owns getting the team to use it
An owner, GM, controller, or ops lead who will hold the cadence. We bring the numbers and the analysis. Adoption still needs a person inside the business.
If you just want clean books right now, that is a real answer, and Bookkeeping from $99/month is the right door. Plenty of clients start there and move up once the numbers show them something.
Simple pricing
Three tiers, one ladder.
$99-$500/mo
Bookkeeping
The clean data layer: monthly books, reconciliations, and organized financials AI can work with.
$1,500-$5,000/mo
Scale
The full AI operating layer: custom agents, weekly actions, and benchmarks to grow margin per hour.
Custom
Platform / Multi-Office
Multi-branch benchmarking and scorecards for PE-backed and multi-location groups.
Grow without losing control of the numbers
Drop your info and we’ll show your real margin after callbacks and rework, which crews and jobs are worth the time, and how much cash is sitting in work you have already finished. Free audit included.
No commitment. Real numbers, not generic advice.