Level and True Accounting Services LLC

Accountant

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About us

Our clients create places of beauty. We tell their story in numbers. We specialize in accounting services and support for Landscapers, Interior Decorators, and Contractors.

We have chosen to work with the types of businesses we know and love. We understand the unique challenges of your industry, and can provide practical advice and support to make sure your business runs smoothly. A well designed system streamlines and automates much of the accounting process, so you can focus on what you do best . . . running your business. Are you ready to take your business to the next level?

Affiliations

American Institute of Professional Bookkeepers

Meet the team

Level and True Accounting Services LLC advisors: 2 - Xero certifications: 2

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Jennifer Rivera

Bookkeeper

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
Xero Migration

Has training and expertise in switching clients to Xero.
Trade & construction

Has training and expertise in advising on apps for trade and construction businesses.
Professional services

Has training and expertise in advising on apps for professional services firms.

Level & True staff bookkeeper and Xero Certified Advisor since 2018.

Gina Palacio

Managing Member

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
Xero Migration

Has training and expertise in switching clients to Xero.
Trade & construction

Has training and expertise in advising on apps for trade and construction businesses.
Professional services

Has training and expertise in advising on apps for professional services firms.

Specializing in accounting, software consulting and tax preparation for small businesses in the landscaping, interior decorating, and construction industries.

Level and True Accounting Services LLC: Bank experience

Clients of Level and True Accounting Services LLC connect to a range of banks via Xero. Level and True Accounting Services LLC specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

American Express (US)
Bank of America (US)
Capital One (US)
Chase Bank (US)
Citibank (US)
PayPal
Stripe
Wells Fargo (US)

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Level and True Accounting Services LLC: Industry experience

Level and True Accounting Services LLC works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industry Specialist

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Industries Served

Accommodation and hospitality
Construction and trades
Professional services
Repairs and personal services

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Level and True Accounting Services LLC : App experience

Level and True Accounting Services LLC serves clients who use 3 different apps that connect and integrate with Xero.

Connected apps

New to Xero? Level and True Accounting Services LLC can help

Xero is beautiful online accounting software for smaller businesses. Level and True Accounting Services LLC can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

1 Year Xerocon Attendance ?

The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
Partner since 2014

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.

Level and True Accounting Services LLC

Xero Migration

Silver champion partner

Partner since 2014

Xero advisor certified