ABOUT US

From Passion to Impact

WHO WE ARE

About Levelled, Inc.

We are a team of superheroes passionate about empowering missions. W e are military veterans, parents, second chance champions, and book keeping experts, all united by a commitment to your success. With decades of combined experience and certifications in Quickbooks, sage, xero, zoho, NetSuite, Buildium, we've got the skills and knowledge to tackle any challenge. We are more than just number crunchers; we are your partners in building a financially strong future, so you can focus on making a real difference in the world

WHO WE ARE

About Founder of Levelled, Inc.

Dominique: Founder & Business Engineer

A U.S. Military Navy veteran, mom, and serial entrepreneur Dominique is the driving force

behind the mission at Levelled, INC. With a background in strategic operations management,

program development and a passion for empowering others, she's built and scaled multiple

successful businesses. Dominique's military experience instilled in her a resilience and

determination that she now channels into helping mission-driven organizations thrive. Her

personal passion? To ignite the SELF-awareness in others, help them see past limits and

overcome obstacles to achieve dreams.

“Let's Get Real, I've been through tough stuff – military deployments, balancing family

with a career, losing friends and even starting and selling businesses. But you know

what? I wouldn't trade it for anything. It's made me who I am: a loveable straight-shooter

who knows how to get stuff done. And that's exactly what I bring to Levelled, Inc. We're

not just about numbers; we're about helping people to reach realistic goals, no matter

what they are. So, let's ditch the jargon and mambo jumbo and get started building your

business’ future to be as strong as you are.”

WHO WE ARE

Levelled, Inc.

Company Story: From Passion to Impact

Levelled, Inc. was born from a passion for empowering those who make a difference. Levelled, Inc. isn't just a bookkeeping firm; we're a testament to the power of integrity, resilience, and the unwavering pursuit of financial empowerment. Founded in 2017 and revitalized with a rebrand in 2021, our journey is one of continuous growth and a deep-seated commitment to making a real difference in the lives of our clients and communities.

We started small, fueled by a shared vision to revolutionize the financial services landscape but our roots run deep, nurtured by a diverse team of parents, military veterans, and secondchance individuals who understand firsthand the challenges faced by mission-driven businesses. This understanding of ‘walking in’ nonprofits, social enterprises, and startup shoes, fuels our dedication to providing accessible, personalized financial solutions that go

beyond the numbers – we're your partners in building a thriving, impactful organization. From our humble beginnings, we've grown into a global force, expanded our reach and served clients across 30+ countries, becoming a trusted ally for nonprofits, social enterprises, and startups in the wellness/health, real estate, technology, and professional services sectors.

Our story is marked by milestones – securing medium to large-scale projects from Japan and the UAE, auditing our first UK-listed company, and growing our team to over 25 professionals serving 100+ global clients.

Our journey is a testament to our resilience, adaptability, and dedication to staying ahead of the curve. Today, we stand as a one-stop solution for our clients, collaborating with accounting firms worldwide and handling audit assignments for international public listed companies. Our commitment to innovation and client-centricity has led us to expand our solutions to encompass

a full suite of services, offering everything from international tax advisory, project management and bookkeeping to company setup, marketing, virtual CFO/COO services, business acquisition support and more.

But our story isn't just about numbers; it's about people. We are a family of dedicated professionals, united by our passion for empowering mission-driven businesses to thrive financially. We built a culture that values diversity, continuous learning/growth, inclusivity, innovation and second chances, believing that everyone deserves the opportunity to achieve their financial goals.

Each member of our team holds industry-standard certifications in technology, project management, and financial management, ensuring the highest level of expertise for our clients.

We're more than just a bookkeeping firm; we're a partner in your success.

Our Vision

Leading the way to a financially sustainable communities

We envision a world where mission-driven organizations are financially empowered o create lasting social change. We strive to be the leading ally, fostering financial health and community impact through our expertise, innovation, and unweavering commitment to our clients' success

Our Mission

Empowering Impact & Financial success for Mission-driven Businesses

We are more than just bookkeepers. We are allies who empower mission-driven organizations- non profits, social enterprises and start ups to achieve financial clarity and sustainability. We provide personalized bookkeeping solutions, tailored to your unique needs so you can focus on making a positive impact in your community

OUR VALUES

The heart of Levelled, Inc.

CLIENT FOCUSED

We listen to your needs, understand your challenges, and tailor our services, to your unique goals

RESPONSIVE & PROACTIVE

We are readily available to address your concerns and proactively manage your financial needs

WELL QUALIFIED AND DETAIL ORIENTED

Our certified consultants bring expertise and meticulousness to every aspect of your financial management

TEHNOLOGY

DRIVEN

We listen to your needs, understand your challenges, and tailor our services,to your unique goals

CULTURE

FORWARD

We listen to your needs, understand your challenges, and tailor our services,to your unique goals

COMMUNITY

MINED

We listen to your needs, understand your challenges, and tailor our services to your unique goals

Your Premier Bookkeeping Partner

We specialize in providing top notch bookkeeping solutions for nonprofits, social enterprises and start ups in the wellness/health, real estate, technology, and professional services industry. Our services include operational bookkeeping, A/R & A/P, bookkeeping set up, troubleshooting, bank reconciliation, and financial reviews

Clean up or catch up work will be quoted based on the amount of cleaning needed

and is separate from ongoing bookkeeping services pricing

OUR TEAMS

OUR ADVISORY AND EXPERIENCE TEAM

50+ Years of Combined Expertise

Our seasoned advisors bring a wealth of experience in program consulting, project management, and financial advising. They've successfully guided nonprofits, government organizations, and NGOs through complex financial landscapes and changes. With extensive experience in client relationship management and global financial advisory services, they're dedicated to helping you achieve your goals. Each advisor holds advanced degrees and certifications, including Certified Nonprofit Professional (CNP) and Certified Financial Planner (CFP), ensuring you receive the highest level of expertise and support.

"Everyone deserves access to quality financial services, regardless of their background or business size. Closing the wealth gap by providing accessible, expert services that empower minority-owned businesses and underserved communities to thrive is KEY."

OUR BOOKKEEPING TEAM

Your Growth & Optimization Navigators

Our team of bookkeeping leads, seniors, and juniors boasts over 26 years of combined experience working with diverse businesses across the globe. As certified QuickBooks Online ProAdvisors and a commitment to ongoing development, they're well-equipped to handle your business needs. With a focus on continuous learning, over half of our bookkeepers are pursuing their Master's degrees in Accounting, ensuring they stay at the forefront of industry knowledge.

"Your success is our priority. We take the time to understand your unique challenges and aspirations, then develop customized strategies to help you reach your full potential. With our support, you'll gain the financial clarity and confidence you need to make informed decisions and achieve your business goals."

Our team of bookkeeping leads, seniors, and juniors boasts over 26 years of combined experience working with diverse businesses across the globe. As certified QuickBooks Online ProAdvisors and a commitment to ongoing development, they're well-equipped to handle your business needs. With a focus on continuous learning, over half of our bookkeepers are pursuing their Master's degrees in Accounting, ensuring they stay at the forefront of industry knowledge.

"Your success is our priority. We take the time to understand your unique challenges and aspirations, then develop customized strategies to help you reach your full potential. With our support, you'll gain the financial clarity and confidence you need to make informed decisions and achieve your business goals."