Our Mission is to up-tier traditional finance functions to empower data-driven decision making.  We partner with growth companies to provide finance infrastructure, transaction preparation and business intelligence (BI) solutions. 

We have specific expertise with financial modeling and transforming legacy reporting packages into dynamic, automated outputs in Microsoft PowerBI.  

For SaaS companies, LevelUp creates automated and responsive ARR analytics. We also provide ARR Refactoring for clients that have outgrown their legacy ARR reporting and related processes. 
 
Additional components of our services:
Consolidated Budgets
Management Presentations
Integrated Data Models
Rolling Monthly Forecasts
Analytics Highlighting Value Drivers
KPI Development
Accounting Outsourcing
Monthly Operating Reports
Diligence Prep
Board-Level Visuals
Data Prep & Clean Up
Long-Term 3-Statement Models
Deep-Dive Analytics

Business Intelligence

Enterprise Software

LevelUp Finance - An Array Company

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