Three niches. One platform. No spreading thin.
Every engagement runs on Xero. Not because it's the only good platform out there, but because specializing deeply in one system beats spreading thin across several. If you're currently on QuickBooks, I offer a one-time migration to get your books moved over cleanly as part of onboarding.
Most bookkeepers treat property management like any other business. It isn't. Four tiers, from a single diagnostic to a fully bundled retainer — every price stated plainly on the Pricing page.
A fixed-scope diagnostic that tells you exactly where your books stand today — chart of accounts, reconciliation status, owner/investor reporting gaps, and whether your current software actually fits your portfolio. You get a short written report with findings ranked by risk and impact, not a sales pitch.
Flat monthly bookkeeping priced by portfolio size, not guesswork — monthly categorization, full reconciliation, and correct trust accounting treatment for tenant funds and owner distributions. Every client gets a live dashboard fed by a proprietary connection I built that moves data directly into Xero, plus hands-on experience streamlining data flow between platforms like DoorLoop and Xero. You choose the reporting cadence.
Forward-looking CFO-level support, scoped to the complexity of your portfolio. Available standalone or bundled with Bookkeeping.
Our strongest offer, and the one already proven with an existing property management client: Bookkeeping and Advisory together, at roughly 15% off combined à la carte pricing. One point of contact for both your books and your strategy.
Two offers — get set up right, then keep investors informed every month. Full pricing on the Pricing page.
Platform selection and configuration, chart of accounts setup, and one live training session to get your team using it correctly from day one. A complimentary 60–90 day check-in is built in, so nothing falls through the cracks right after launch.
The financial section of a standard VC-style monthly update: cash position, runway, burn rate, headcount, and expense trends. You write the narrative — I supply the numbers, on time, every month.
Sized specifically for solo attorneys and 2-attorney partnerships — most firms larger than that already have internal bookkeeping. Full pricing on the Pricing page.
A diagnostic covering reporting capability, profitability-by-practice-area visibility, partner comp structure, and KPI tracking gaps. Deliverable: a written report.
Monthly three-way IOLTA reconciliation and operating account bookkeeping, priced by attorney count. Trust-compliant from day one — not a generic chart of accounts stretched to fit.
Cash flow forecasting around case and contingency timing, practice area and matter profitability, partner comp modeling, and utilization/realization tracking — available standalone, layering on top of any bookkeeping setup.
Trust/IOLTA Bookkeeping and Advisory together at roughly 15% off combined à la carte pricing — one point of contact for books and strategy.
Property management, startups, and law firms are where I've built the deepest expertise — but general bookkeeping is available to any business, in any industry. Full pricing on the Pricing page.
Monthly categorization and reconciliation, standard financial statements, and Xero setup if you need it — scoped to your transaction volume and complexity, whatever your industry. Same direct access to Levi as every other client, same flat-fee transparency.
A Books Health Check comes first, so you know exactly what you're walking into before committing to an ongoing plan.
View PricingA fixed-scope diagnostic on your current books and structure, including a QuickBooks-to-Xero fit assessment if that's relevant to you.
Backlog bookkeeping and chart of accounts restructuring, scoped once the Health Check tells us exactly what's needed.
Transition into a flat monthly plan — Bookkeeping, Advisory, or Bundled — once your books are current.
If the specific services listed here aren't quite the right fit for your business, I'm still happy to connect, learn more about what you do, and see if there's another way I can help — even if that's just a conversation, not an engagement.
Schedule a free 30-minute call and we'll figure it out together.
Schedule a Free Consultation