The Person Behind the Books

About Soller Advisors

Built on integrity, expertise, and a genuine commitment to your financial clarity.

Levi Soller — Founder, Soller Advisors
Founder & Principal Advisor

Levi Soller

I started Soller Advisors because I kept seeing the same problem — business owners working incredibly hard but flying blind on their finances. Not because they didn't care, but because they never had someone who actually took the time to make the numbers make sense for them.

My background spans both sides of the finance world: I cut my teeth auditing venture capital and private equity funds at Sensiba LLP, then moved into institutional fund accounting at Aduro Advisors, working with the kind of financial rigor that institutional investors expect. That's the standard I hold every client's books to, whether you manage 50 doors, run a seed-stage startup, or lead a law firm.

What drives me isn't the bookkeeping itself — it's what clean books and organized systems make possible. When an owner finally understands their cash flow, knows exactly where their money is going, and has the right tools in place to run efficiently, they can actually focus on growing. That's the part I care about.

I built Soller Advisors to be something different than the typical bookkeeping service. I want to be a financial partner — someone who's genuinely invested in your success, not just checking boxes at month end. I work directly with every client. You'll always reach me — not a junior staff member, not an outsourced team. Just me.

"You invest in the people, and the people build the business."

MAcc/MBA, Finance Emphasis Southern Utah University — Graduating December 2026
CMA Candidate Certified Management Accountant — In Progress
Xero Advisor Certified — Level 1 & Level 2 Associate & Professional, Xero Partner Program
Platform Philosophy

Why I Only Work in Xero

I could try to support every accounting platform out there, but I'd rather go deep on one than spread thin across several. Xero is where I've built real expertise — certified at both Level 1 and Level 2 — and it's the platform every client on my roster runs on. If you're currently on QuickBooks, a one-time migration to Xero is part of how we get started.

How We Work

Our Commitments to You

Integrity First

If something doesn't warrant a charge, you won't be charged. If we make a mistake, we own it and fix it.

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Radical Transparency

Every price is stated plainly, written engagement letters, and 30-day notice on any fee changes. No surprises, ever.

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Growth-Minded

We set up systems designed to scale with your business — not systems that create more work as you grow.

Who I Work With

Three Niches, Deep Expertise — Open to More

Property Management

Trust accounting, owner reporting, and the tech stack that keeps a growing portfolio organized.

Startups & Early-Stage

Clean tech-stack setup and monthly investor updates so founders can focus on building.

Law Firms

Trust/IOLTA bookkeeping and advisory built for solo and 2-attorney firms — practice profitability and partner comp clarity included.

Everyone Else

General bookkeeping for any business, in any industry — starting at $400/month.

Let's Work Together

Schedule a free 30-minute consultation to see if we're the right fit for your business.

Schedule a Free Consultation