Level Accounting & Advisory

Level Accounting & Advisory Helping construction business owners keep more of what they earn with tax strategy & advising. DM TAX

Helping trade business owners keep more of what they earn through year-round tax strategy & full service accounting. Completely remote services - serving construction business all over the US for more than 15 years.

05/21/2026

I need to apologize to an HVAC contractor in Tampa. I ruined his entire weekend.

He took a 5-minute online assessment I sent him. A scorecard we built for trade contractors. No big deal, right?

He emailed me an hour later.

"Erin. I'm at $2M a year. I have 10 employees. And I've never even heard of a break even number? I don't know which of my services actually makes me money? I've been GUESSING?"

Yeah. He had been guessing.

His operations score came back a 52 out of 100. Four out of six metrics were red or yellow. Revenue per employee was $85K. Benchmark for his trade is much higher. He didn't know his margins by service line. Didn't know his true cost of labor. His most popular service? Wasn't even close to his most profitable one.

He'd been working harder every year. Making the same money. And he couldn't figure out why.

Now he knows why.

5 minutes on his phone, from his truck, didn't talk to a single person. And he got more clarity on what's actually going on in his business than his accountant has given him in three years.

That's the part that gets people. It's not that the scores are bad. It's that they THOUGHT they were fine.

You probably think you're fine too.

Maybe you are. Some guys take this and everything comes back green. Great. That's a good day.

But if you're running an electrical company, a plumbing shop, a concrete crew, a pool company. And you can't answer basic questions about your break-even, your margins by service, or your real cost of labor. You're making every decision on gut feel. And gut feel gets expensive.

It's free. It's online. It takes 5 minutes. You don't talk to anybody.

Drop "SCORE" in the comments and I'll send you the link. πŸ‘‡

05/15/2026

The best of the best!🌟

05/14/2026

Nobody wants to take multiple car tripsπŸ‘ŽπŸΌ

Pop quiz, real situation.Your new guy shows up to the job site Day 1 in Crocs.Do you:A) Send him homeB) Hand him steel t...
05/12/2026

Pop quiz, real situation.

Your new guy shows up to the job site Day 1 in Crocs.

Do you:
A) Send him home
B) Hand him steel toes
C) Quietly weep for the future of the trades

Drop your answer in the comments. (Yes, A is probably the right answer. But I want to hear your stories.)

The wildest 'first day' story we ever heard? An apprentice showed up in flip-flops because his 'boots were getting cleaned.' Another one showed up to a HVAC install in shorts and gave the homeowner a heart attack when he climbed up to the attic.

Tell me the worst Day 1 you've ever witnessed πŸ‘‡

$14,200 in tax strategies her old CPA never bothered to mention.She's a plumbing contractor pulling in just under $2M la...
05/11/2026

$14,200 in tax strategies her old CPA never bothered to mention.

She's a plumbing contractor pulling in just under $2M last year. Sent us her 2025 return on a whim, expecting us to tell her she was fine.

38 minutes later, we had her plan.

Our fee to implement: $1,420.
Her 2026 tax bill: down $14,200.
Exactly 10x.

She's not switching firms. She's not even one of our monthly clients. One-and-done tax plan.

Here's how it works for any specialty trade contractor doing $1M+:

β†’ Send us your most recent return, P&L, and balance sheet
β†’ We comb through it for every legal strategy your CPA isn't using
β†’ You only pay if you want us to implement
β†’ 10x ROI or you don't pay. Period.

You don't switch CPAs. You don't fire your bookkeeper. Send three docs, get on a 15-minute call.

If you've got a sneaking suspicion you're overpaying the IRS β€” you probably are.

Comment 'TAX' or DM me for the details.

$11,800 off a hardscape contractor's 2026 tax bill.He sent us his 2025 return last spring on a 'might as well' whim. We ...
05/10/2026

$11,800 off a hardscape contractor's 2026 tax bill.

He sent us his 2025 return last spring on a 'might as well' whim. We had his plan back in 42 minutes.

Our fee to implement: $1,180.
His save: 10x.
Status: not even our monthly client. One-and-done tax plan.

The strategy he was missing? An entity structure switch his old CPA never brought up. Most contractors run as sole props or basic LLCs because that's how they started β€” and never revisit it. Once you cross $1M in revenue, the math changes fast. And every year you wait costs you real dollars.

We're running the 1x tax plan offer right now for any specialty trade contractor doing $1M+:

β†’ Send us your most recently filed return, P&L, and balance sheet
β†’ We dig through it for every legal strategy your CPA isn't using
β†’ You only pay if you want us to implement
β†’ 10x ROI guarantee β€” or you don't pay. Period.

You don't switch firms. Three documents. 15-minute call.

Comment 'TAX' or DM me. We'll send you the details.

Address

333 17th Street Suite B
Vero Beach, FL
32960

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4pm

Telephone

+15085632218

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