Finance and Accounting

The Finance and Accounting team at LevelUp Finance enhances traditional finance functions through developing automated financial models, transforming legacy reporting, and generating advanced analytics using Microsoft PowerBI. The team delivers comprehensive services, including ARR analytics for SaaS companies, consolidated budgets, integrated data models, and long-term forecasting. They also handle accounting outsourcing, monthly operating reports, and board-level visuals. The team ensures precise data prep and cleanup for effective strategic decision-making and supports clients in transaction preparation and diligence.