Small Business Services

Whether you’re a real estate investor, retailer, service provider, or the leader of a non-profit organization, we customize plans tailored to each clients’ unique industry!

As an NACPB member, we are experienced in bookkeeping, accounting principles and offer a wide range of foundational support and guidance to help new and existing small businesses progress to the next level of success.

Entity Formation

Our entity formation services help small businesses legally establish their company within the state they are operating in accordance with the IRS rules and filing status requirements. 

We will explore and compare the different entity types available, evaluate liability protections and limitations, and assess the cost of federal and state applications that apply to your business needs.

Bookkeeping

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, and 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!

Business Plan Formulation

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 lay out a written plan for marketing, provide an operational viewpoint, and can even be treated as a sales pitch to seek external support or financing.

Financial Reporting

Our financial reporting services provide our clients with hands-on support and guidance with generating financial records (i.e. balance sheets, profit & loss statements, aging reports, invoicing, etc.), filing business taxes, and assisting with forecasting business profitability while using various software systems in the process.

Business Brand Building

Our brand-building services help entrepreneurs explore the best ways to market their businesses in various environments.

This is an ongoing process of learning the tools and resources available to showcase your mission, business model, and your passion behind the services your business provides.

Strategic Plan Formulation

A strategic plan is for established businesses and generally covers a period of 3 to 5+ years (phases rolled out 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.

Schedule your consultation today!