LEVEL ACCOUNTING AND TAX

We handle the Accounting so you can focus on running your business. Here’s how it works and what’s available!

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HOW WE WORK ON LEVEL ACCOUNTING & TAX

Level Accounting provides you with high-grade Tax Accounting using human-assisted AI (which we define as Augmented Intelligence) with advanced automation and skilled accountants to manage your books- plus, powerful software to watch your financials. It’s everything a business owner needs to do the Accounting—without actually having to do the Accounting.

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ONGOING ACCOUNTING

Each month, your Accounting reconciles your accounts, categorizes your transactions, and provides reporting. Our Skilled Accountants will oversee or make any needed adjustments to your books to ensure that everything is clean and tax compliant.

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MONTHLY CLOSE

Once your books are ready to close, you’ll get a message letting you know that your books are ready for review. You can make business and financial decisions knowing your books are accurate and up to date!

WHAT’S AVAILABLE WITH LEVEL ACCOUNTING & TAX?

Level Accounting was built to perform the same work a bookkeeper would, but more accurately, efficiently, and at a less expensive rate. No more worrying about recruiting, interviewing, vacations, sick time, payroll taxes, poor quality, or fraud risks. Level Accounting will be able to pull the data from both your financial AND non-financial sources, delivering back to you a dashboard full of reports and analytics you can use to make actionable business decisions. 

BETTER ACCOUNTING SOFTWARE

With Level Accounting you get a consolidated tech stack. Enjoy your centralized tool consisting of dashboards, project management, task management, workflows, document storage, communication, and –of course — accurate numbers thanks to our automated accounting solution. Level Accounting will pull the data from both your financial and non-financial sources, delivering back to you a dashboard full of reports and analytics you can make actionable business decisions with. Take a look at our available software below!

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Interactive Dashboard

Overlay financial/nonfinancial datasets, trending analytics, data visualization, KPI tracking. Customized visual control!

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Document Manager

Securely store and easily access your financial documents from our web and mobile app.

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Secure Financial Hub

Easily connect your accounts with bank-grade security and 256-bit encryption. Safe and secure at all times.

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Scan Bot

Take a pic of an invoice or receipt using your mobile device. We extract the data and record it in your accounting software.

BETTER ACCOUNTING DISPLAY

Working with better display means you get all of the perks of having an experienced level accounting—but at a far lower cost. You also get to avoid the headaches of finding, training, and overseeing another employee. Level Accounting takes care of the bookkeeping from beginning to end and provides better, faster, more accurate financials so you can have real-time insight into your business. Our Software and Skilled Accountant team will ensure you’re no longer bogged down by manual data entry or labor-intensive bookkeeping work.

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    BILLPAY

    Organizing and paying bills has never been easier.

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    FINANCIAL REPORTING

    Get the reports you need at the frequency you choose.

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    COLLECTIONS

    Clients giving you the runaround? We can help.

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    CUSTOMER INVOICING

    We’ll bill your clients for any of your goods or services by sending them an invoice.

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    CUSTOM CHARTS OF ACCOUNT

    Collate all of your data into reports and financials custom to your business.

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    REVENUE RECOGNITION

    We’ll recognize and record revenue when it is realized or when it is earned.

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    PAYROLL & BENEFITS

    Payroll & timesheet processing, sales tax & 1099 filing, compliance & controls.

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    INVENTORY TRACKING

    Tracking and reports on the product your business supplies.

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    ACCOUNTS RECEIVABLE

    We’ll track and report on the bills or invoices due to your business.

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    MULTI-ENTRY ACCOUNTING

    We’ll report on your parent company, holding business, subsidiaries, affiliates, and associates with ease.

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    CREDIT RECONCILIATION

    We’ll ensure that each transaction on your credit card statement is matched to transactions in your internal systems.

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    FIXED ASSETS ACCOUNTING

    Do you have long-term tangible pieces of property that you own/use in operations to generate income? Piece of cake!

CUSTOMER TESTIMONIALS

A NEW BRAND
Those past years were incredible for Ottawa Accounting but it’s time to really focus our efforts & the first step was a major rebrand. We’re the same great people with the same great service.

TELL YOUR FRIENDS
We’re stoked about the changes and we hope you are too. Please spread the word to your friends our brand-new name and our website.