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LEVEL ACCOUNTING & ADVISORY

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Tax Preparation Services
LEVEL ACCOUNTING & ADVISORYVero Beach, FL

Additional Information

Full-service accounting firm specializing in construction contractors with $1M–$15M annual revenue. Services include bookkeeping, tax strategy, payroll, 1099 filing, and audit preparation across 46 states.

2026 Accounting Firm of the Year (PASBA)Member of Treasure Coast Builders AssociationMember of Indian River County Chamber of Commerce

Specializes in

Construction accountingContractor accountingHome service business accountingTax strategy for contractorsPayroll administration1099 tracking and filing

Services

BookkeepingTax Strategy & PlanningTax ReturnsPayroll Services1099 Preparation & FilingWorkers Comp & GL Audit PrepGrowth & AdvisoryJobTread IntegrationQuickBooks Integration

Established 20 years · Serving 46 states, Treasure Coast, Indian River County

Additional information extracted from the firm's public website. Last updated: September 11, 2026

Contact Information

Phone: (508) 563-2218

Website: https://levelaccountingfirm.com

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Frequently Asked Questions

How much does a bookkeeper cost in Vero Beach?

Freelance bookkeepers: $25–$50/hour. Professional bookkeeping firms: $40–$80/hour. Monthly packages for small businesses: $300–$800/month depending on transaction volume. Payroll add-on: $50–$150/month. Year-end prep: $500–$1,500 one-time. Always ask what's included.

What's the difference between a bookkeeper and an accountant?

Bookkeepers handle daily financial records: data entry, reconciliation, invoicing, payroll. Accountants provide higher-level services: tax strategy, financial statements, CRA audits, business advice. Most small businesses need a bookkeeper year-round and an accountant for tax season.

When should I hire a bookkeeper?

Hire a bookkeeper when: you're spending 5+ hours/month on books, you've missed a tax deadline, your records are behind, you're hiring employees (payroll), or your business revenue exceeds $50K. The cost of a bookkeeper is almost always less than the cost of mistakes.

Do bookkeepers need certification?

No certification is legally required, but look for CPB (Certified Professional Bookkeeper) from the Canadian Institute of Bookkeeping, or QuickBooks ProAdvisor / Xero Certified. These demonstrate training and competency. Always ask about their experience with businesses like yours.

Can a bookkeeper do my taxes?

Bookkeepers can prepare and file simple tax returns (T1, T2, HST/GST). For complex tax situations — corporate restructuring, tax planning, CRA audits, international tax — you need a CPA. Many bookkeepers partner with accountants and can coordinate your year-end seamlessly.