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."