Insights

Construction Focus Specializing in construction and trades presents a clear sales angle for Level Accounting & Advisory to target contractors, subcontractors, and project-based businesses with tailored tax planning, job costing, and payroll solutions designed to improve profitability and cash flow.

Growth Advisory Position their growth and advisory services as a strategic upsell to clients seeking faster scaling, profitability improvements, budgeting and forecasting, and financial modeling that directly ties to expansion initiatives.

Mid-market Positioning With revenue in the range of several tens of millions and a lean employee base, there is a bridge opportunity to attract mid-market clients who want personalized attention with enterprise-grade capabilities.

Tech stack leverage Emphasize tools and platforms in their stack (Microsoft 365, automation-friendly practices, data-driven reporting) to offer integrated financial workflows, digital collaboration, and seamless reporting for growth-minded clients.

Revenue growth signals A revenue range of 10M–25M indicates potential for cross-sell of tax planning, payroll optimization, and advisory services to existing clients while expanding into related sectors and services to drive higher retention and wallet share.

Level Accounting & Advisory Tech Stack

Level Accounting & Advisory uses 8 technology products and services including Hotjar, iCIMS, Amazon Web Services, and more. Explore Level Accounting & Advisory's tech stack below.

Hotjar

Analytics

iCIMS

Applicant Tracking Systems

Amazon Web Services

Cloud Hosting

Microsoft SharePoint

Content Management System

Microsoft 365

WP Engine

Platform As A Service

Microsoft Teams

Team Collaboration

Zoom

Web Conferencing

Level Accounting & Advisory Email Formats	Example	Percentage
First@stratligninc.com	John@stratligninc.com	77%
Last@stratligninc.com	Doe@stratligninc.com	15%
Last.F@stratligninc.com	Doe.J@stratligninc.com	8%

Level Accounting & Advisory Email Formats

Example

Percentage

First@stratligninc.com

John@stratligninc.com

77%

Last@stratligninc.com

Doe@stratligninc.com

15%

Last.F@stratligninc.com

Doe.J@stratligninc.com

Frequently Asked Questions

What is Level Accounting & Advisory's phone number?

You can contact Level Accounting & Advisory's main corporate office by phone at

+1-508-563-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Level Accounting & Advisory's official website and social media links?

Level Accounting & Advisory's official website is levelaccountingfirm.com and has social profiles on LinkedIn.

How much revenue does Level Accounting & Advisory generate?

As of September 2026, Level Accounting & Advisory's annual revenue is estimated to be $10M - $25M.

What is Level Accounting & Advisory's NAICS code?

Level Accounting & Advisory's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Level Accounting & Advisory have currently?

As of September 2026, Level Accounting & Advisory has approximately 14 employees across 2 continents, including North America and Asia. Key team members include Chief Executive Officer: J. A., Owner: E. H. A. and Owner: J. A. Explore Level Accounting & Advisory's employee directory with LeadIQ.

What industry does Level Accounting & Advisory belong to?

Level Accounting & Advisory operates in the Accounting industry.

What technology does Level Accounting & Advisory use?

Level Accounting & Advisory's tech stack includes Hotjar, iCIMS, Amazon Web Services, Microsoft SharePoint, Microsoft 365, WP Engine, Microsoft Teams and Zoom.

What is Level Accounting & Advisory's email format?

Level Accounting & Advisory's email format typically follows the pattern of First@stratligninc.com. Find more Level Accounting & Advisory email formats with LeadIQ.

When was Level Accounting & Advisory founded?

Level Accounting & Advisory was founded in 2007.

Level Accounting & Advisory

Q: How many employees does Level Accounting & Advisory have currently?

Level Accounting & Advisory has approximately 14 employees.

Q: What technology does Level Accounting & Advisory use?

Level Accounting & Advisory's tech stack includes Google Search Console, Amazon Web Services, iCIMS, Apple iCloud Mail, PHP.

Q: What is Level Accounting & Advisory's NAICS code?

Level Accounting & Advisory's NAICS code is 5412 (Accounting, Tax Preparation, Bookkeeping, and Payroll Services).

AccountingFlorida, United States11-50 Employees

Level Accounting & Advisory, headquartered in Vero Beach, Florida, operates within the accounting sector and provides tax, accounting, and payroll services along with advisory offerings such as forecasting and budgeting. The firm emphasizes helping its clients move beyond routine bookkeeping to focus on running their business, while its growth and advisory work aims to improve profitability and enable faster development. Its client base includes businesses in construction and the trades, addressing common financial management challenges through planning, bookkeeping, payroll, and strategic guidance. The company positions itself as a professional services provider that supports small to mid-sized enterprises with practical financial management and growth-oriented advisory services. The business is based in the United States and is part of a broader field with peers ranging from large multinational firms to mid-sized practice networks. The organization was formerly known as Strātlign Accounting & Advisory, reflecting a rebranding while maintaining its focus on accounting and advisory solutions for clients in its region.

Insights

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