Purpose-built fractional finance expertise, made simple.

Get the finance talent your business needs now – and enjoy uncompromising support through this growth moment.

How It Works

01 — Identify Your Needs

Bring us your growth challenges and opportunities. Work with a Dedicated CFO Strategist to develop a team and an action plan.

02 — Match With Exceptional Finance Pros < 5 Days

Meet your team of fractional finance pros curated for your growth moment. Satisfaction guaranteed, or we’ll find a replacement, fast.

03 — Onboard and Deliver

Your Dedicated CFO Strategist will manage your team from start to finish –and we’ll cheer when your business reaches its next milestone.

Four people sitting at a wooden table, laughing and engaging in conversation, with documents, glasses of water, a laptop, and a pitcher on the table.

The finance team you needed yesterday, at your service today.

People in business attire stacking their hands together in a sign of teamwork

Find the best fractional finance professionals for your stage, model, and industry, right now. 

Full-stack fractional finance team with the skills and passion you need to navigate this growth moment 

  • Dedicated CFO Strategist with deep expertise in your industry

  • All the benefits of a team-based approach for a fraction of the cost of one full-time hire

Specialists for every finance problem.

Businesses use Level to find expertise across the finance discipline.

Finance Operations

  • Bookkeeping

  • Accounting

  • Budgeting

  • Reporting

  • Strategic Planning 

  • Payroll

  • Compliance

Special Projects

  • Book Clean Up

  • Tax Prep

  • Audit Prep

  • Cash Planning

  • Fundraising

  • Mergers & Acquisitions 

And every stage of growth.

Launch

Add your pricing strategy. Be sure to include important details like value, length of service, and why it’s unique.

Scale

Congratulations! You are ready to scale your success. Hire a growth Pro to set clear goals and roadmaps.

Raise

Raising the next round? Our seasoned Pros can lead you through your next Series or capital campaign.

Exit

When it’s time for your business’s next chapter, our acquisition and merger specialists will help you plan for and navigate the exit you’ve always wanted.  

Our pros serve companies across some of today’s fastest-moving, most disruptive industries.

And across non-profit and for-profit business models. Don’t see your industry? No problem. We’re always expanding into new industries and verticals. 

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Healthcare & Healthtech

Education

Science and Technology

Museums & Public Institutions

Retail

SaaS 

CPG

Manufacturing

Marketing 

Design & Architecture

FAQs

  • One part consulting firm, one part headhunter, Level matches businesses with curated teams of financial experts tailored to their specific growth stage and industry needs at a fraction of the cost of full-time hires – and then stays on to guide them through their next growth moment with patience, support, and cheer. We are not just a marketplace - we are a team of finance professionals devoted to our clients’ and professionals’ business growth.

  • Our ongoing support retainers and project-based contracts are custom-priced for your stage, need, and budget.

  • We do any kind of work found within the finance discipline, from basic bookkeeping to compliance to strategy and beyond. Our professionals have decades of experience in their roles, hailing from large corporations and accounting firms, and serve a variety of industries. Depending on your needs, you can make a single hire or bring on a full team with Level.

  • We typically curate teams within 5 business days of your discovery call. Meet and onboard your team - and we’ll get straight to work.

  • Every Level client gets a dedicated CFO-level Strategist who manages their account and guides their strategies. Your Dedicated CFO will ensure that your team integrates seamlessly into your business’s workflows and that your team is moving smoothly towards your next big milestone.

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One-size-fits-all finance expertise is a thing of the past.