Background

About Soller Advisors

Background, credentials, and how the practice operates.

Levi Soller, Founder, Soller Advisors
Founder

Levi Soller

I started Soller Advisors to help a small business partnership understand their finances, which means clean books, a system that fits how the business actually runs, and cash flow the partners can plan around.

My background is in funds, starting in audit at Crowe, then auditing venture capital funds at Sensiba LLP, and then running month-end close and investor reporting as an Accounting Manager at Aduro Advisors.

What I care about is what clean books make possible, because when the partners understand their cash flow and know where the money is going, they can make decisions with confidence instead of guessing.

I keep the practice intentionally small and work directly with my client.

MAcc/MBA, Finance Emphasis Southern Utah University | Graduating December 2026
CFI FPAP Financial Planning & Analysis Professional | 2026
CMA Candidate Certified Management Accountant | In Progress
Xero Certified Advisor Levels 1 through 3
Current Status

Not Accepting New Clients

Soller Advisors, LLC is not accepting new clients at this time, and inquiries are closed. Client portal access is unchanged.

Client Login