Business services and financial advising

It’s The Level Up Experience

Think PROGRESS! All services offered by Level Up are affordable, comprehensive, and designed to propel clients to the next level of tracking, managing, and strategically out their lives. We get down to business in getting clients in a position to excel. Whether it’s for personal growth and development or getting on track as a business owner, we provide services uniquely designed to help everyone reach the next level toward success.

All clients shall receive the option of one-time or ongoing services via a Master Service Agreement (MSA). The MSA and statement of work are periodically monitored and revised as needed to best suit each clients needs.

Services shall include (but are not limited to) the following:

Career Services

A resume is a written document that contains a concise summary of your background, credentials, and work experience. This document is normally provided to employers and recruiters during the application process to evaluate your qualifications for a potential position. Level Up Advising can assist you with formulating a resume that fits your specific industry that is tailored to the job function you seek, while catching the eyes of many employers. Your resume should showcase your overall career goals, professional development, certifications, accomplishments, projects, work experience, education, affiliations, and interests. Some resumes should include a cover letter that matches your resume, and occasionally include a references page.

A biography (“bio”) is a written account of your life experiences and background in a short narrative that is communicated in the 3rd person and typically one page in length. This document is normally provided to other professionals during networking activities and can also be used for speaking engagements and press releases. Level Up Advising LLC can assist you with formulating a bio that speaks about your reputation, attributes, education, and notable achievements in a readable and conversational manner. Your new bio will give you the opportunity to convey information about yourself that would not normally be in a resume. You should always include a professional head shot and a few hobbies and interests.

The hiring process has grown longer with more phases and steps to take in today’s competitive environment. The most popular ways to job seek is using online channels and Level Up Advising can help you look for the job (career) you want by treating in like you are in sales. You have to keep the momentum up, accept all types of responses (including no), and be realistic in your search. All positions are not created equal and your qualifications or transferable skills should match some of the job responsibilities that are listed on the job posting.

Making new connections is a powerful way to create new professional relationships as you grow in your career. Networking is when business people and entrepreneurs meet in a social setting to form business relationships and to recognize, create, or act upon business opportunities, share information and seek potential partners for ventures. Level Up Advising can assist you with preparing an effective introduction (i.e. elevator pitch), examining event details and its attendees, best first impression techniques, help clearly identify your goals or return on investment (ROI), and completing a professional post-event follow-up with parties of interest.

By definition, a brand can be a type of product (i.e. line, label, marque for a car model) manufactured by a company, a name given to a product or service or even an identifying mark (i.e. stamp, burn, sear) on livestock. A personal brand actually focuses more on your image or impressions you leave in the mind of others as you market yourself, which last forever. Level Up Advising LLC can help you build your personal brand by finding ways you can best market yourself in various environments and in different audiences. This is an ongoing process of showcasing your distinct attributes, strengths, and passion for things that matter to you. When I think of my personal brand I ask myself one question, “WHAT WOULD PEOPLE SAY ABOUT ME ONCE I AM GONE?” How a person is remembered by their family, friends, colleagues, clients, mentors, etc. is your true personal brand.

A personal development plan is formed by goal-setting for self-improvement, and is based on awareness, values, and reflection. Remember, development is a progressive process! Level Up Advising LLC can assist you with creating a framework for your personal development plan. This will help you identify and assess areas of your life and reflect on your next steps to strengthen your capabilities in those areas. Focus is placed on prioritizing, setting deadlines, SWOT analysis, skills, and your support system. As a starting point, you are instructed to list the top 2 actions you will take to improve yourself in the next year.

Financial Services

A budget is an estimate of income and expenditure for a set period of time. A budget will help you properly allocate your income, control your expenses, and if used properly it can lead to happy retirement. Level Up Advising can help prepare you for emergencies, assist you with setting financial goals, shed light on bad spending habits, and ensure that you don’t spend funds you don’t have. Only about 30% of Americans maintain a formal budget! If you want the freedom to take trips, buy your first home, invest, or even retire before the age of 67, you need to follow some type of budget. LUA will help you follow the 3 C’s of Budgeting which are CAPITAL, CONTROL, & CHANGE.

The only way to improve your credit is know what’s triggering the changes. There are various factors that impact your credit history and scoring which can affect your ability (or lack thereof) to borrow money, obtain insurance, rent an apartment, or even obtain employment in certain fields or industries. Level Up Advising can assist you with thoroughly evaluating and monitoring your credit report which includes all reported histories, amounts owed, length of credit, and any derogatory comments noted by creditors.

Cash management refers to a broad area of finance involving the collection, handling, and usage of cash. Managing your cash, money or personal liquidity takes organization which Level Up Advising has the expertise and tools to help. We can help you organize your bank accounts based on your personal and household needs to stay on top of day-to-day activities as well as special events that occur throughout the year. Whether you track your money via a check register or use online accounting software, our services help you save more money, earn higher interest on your savings (APY), and simplifies how you manage your inflows and outflows of cash among your deposit accounts.

The home buying process can be overwhelming for many. In most cases, people who do don’t prepare nor does their research will end up making rash decisions that they must deal with in the long run. Level Up Advising can help prepare you for the home buying process by incorporating various financial services offered with some additional tasks, creating a feasible checklist, setting timelines, reviewing home mortgage programs and qualifications. As an added bonus, we also connect you with industry professionals that can offer their expertise on house hunting, market trends, and the importance of obtaining a mortgage pre-approval to finally obtain the keys to your 1st home!

There are a number of positive and negative aspects to consider before someone decides whether to file their own tax returns or use the services of a professional. Level Up Advising offers a comprehensive education service to equip clients with resources and build awareness around the various tax rules, deductions, filing forms/schedules, etc. they need to be aware of. We do not file federal or state tax returns for clients, but we do one better…… We EDUCATE and can recommend various network contacts when necessary.

An estate, in common law, is the net worth (including all land and real estate, possessions, financial securities, cash, and other assets) of a person at any point in time while they’re alive or deceased. It is the sum of a person’s assets – legal rights, interests and entitlements to property of any kind – less all liabilities at that time. Estate planning is the process of anticipating and arranging, during a person’s life, for the management and disposal of that person’s estate during the person’s life and at and after death, while minimizing gift, estate, generation skipping transfer, and income tax. Level Up Advising can provide a comprehensive evaluation of an individuals’ current net worth in order to plan for future life events (i.e. marriage, purchasing assets, having children, retirement, succession planning) while taking into account various protections to aid in the process. We take a series of steps to ensure that your long-term personal and financial goals are established and assigned appropriate timelines to avoid stress later on.

Small Business Services

Bookkeeping is the recording of financial transactions, and is part of the process of accounting in business. Transactions include purchases, sales, receipts, and payments by an individual person or an organization/corporation. Level Up Advising provides this service to help small business owners keep their financial records organized to make it easier to locate and provide documentation to appropriate parties (i.e. accountants, attorneys, banks, loan companies). Our tools can help business owners manage and track their performance in real-time by using free and low-cost resources. This is essential to business operations that also helps to ensure compliance with legal and regulatory powers. Good bookkeeping can also save you money and time with tax preparation!

A business plan is a company’s realistic view of expectations and objectives for success. It normally covers a period of 1 year and outlines the route a company intends to take to reach its yearly milestones and is the framework which the company must operate to succeed. Level Up Advising helps business owners think objectively about the key elements of their business venture and decision-making while formulating their business plan in phases depending on the target market. This is a detailed process that involves a series of discussions, brainstorming techniques, and analysis between the firm and the business owners. Once completed, the business plan will layout a written plan for marketing, provide an operational viewpoint and can even be treated as a sales pitch to seek external support or financing.

A strategic plan is for established businesses and generally covers a period of 3 to 5+ years (phases rolled our quarterly). It is primarily used for implementing and managing the strategic direction of an existing organization that is serious about growing. Level Up Advising works with business owners to develop a strategic plan that will include many elements to define the business direction and make sound decisions on allocating its resources. We will focus on helping owners set an action plan in motion to build a sustainable competitive advantage.

Legally establishing a business (either as a corporation or limited liability company) can be a fairly easy and straightforward process with proper guidance. Financial reporting will depend on the business filing status which Level Up Advising handles all together with this service. We help small business establish, understand, and maintain their entity formation (i.e. articles of incorporation, certification of organization, EIN Verification, Operating Agreements) and financial records (i.e. balance sheets, profit & loss statements inventory listing, receivables/payables, customer lists, invoices) while using various software systems in the process.

Online scheduling