Services

Bookkeeping

Don’t spend your valuable time organizing receipts, managing invoices, and inputting data when you could be focusing on what you do best—running your business.

Personal Taxes

Living your best life can sometimes lead to complicated details come tax time. We get it. We have experience with complicated personal taxes including living and working abroad

Tax Planning & Strategy

It is our goal to partner with you to build a long-term financial strategy and discuss with you on how your tax situation may be affected by different life events.  

Business Taxes

We specialize in helping small businesses minimize their tax burden year-round. We are focused on using every legal tax strategy to the benefit of each client. Rest easy knowing we have it covered.

Tax Resolution

With our personalized approach to helping you get back on track financially, you can regain peace of mind and focus on what matters most—your family and business. 

Payroll Services

Our payroll services take the stress out of managing employee compensation, ensuring accuracy and compliance with tax regulations. 

Quickbooks Set-Up

Our QuickBooks setup service simplifies your bookkeeping by customizing the platform to fit your business’s unique needs. We handle everything from chart of accounts creation to integrating bank feeds and automating processes. 

Historical Clean Up

Cleaning up past discrepancies is crucial for understanding your true financial health, preparing accurate tax filings, and avoiding costly errors or penalties. By addressing these issues, we give you the clarity and confidence needed to  focus on growing your business.

Satisfied Client Stories

The answer you need
The answer you need
Alex Wells
"Levelhead Bookkeeping has been a saving grace for my business. They do incredible work and really help ensure the accounting process is less of a burden for your business. They also take care of all the logistics behind what you need from an accounting standpoint so that you are in the best position possible for your business."
HIghly Recommend!
HIghly Recommend!
Jared Loveridge
Nothing but good to say about Levelheaded Bookkeeping. Highly recommended!
 I am kicking myself for not doing it sooner!
I am kicking myself for not doing it sooner!
Sharon Grover
I need to give a HUGE shout out to Rebecca Schug with Levelheaded Bookkeeping! The amount of stress I was carrying over our taxes I had no idea! While my whole career has been in accounting, I am not a Tax Accountant. Rebecca made filing our personal and business taxes a breeze! She took us on a week ago and she was great walking us through everything we needed to get to her. Her filing fees are reasonable and affordable with the added bonus of lowering our tax payment.
Easy to work with
Easy to work with
Return Dog Coordinator
Easy to work with, responsive, and very helpful.

Professional Affiliations

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