Financial Systems for Small & Midsize Businesses 10+ years in finance, modeling & analytics Caltech Data Science Program

Turn messy business data into clear decisions and real cash control.

We connect your accounting, payroll, sales, and operating data so you can see where profit comes from, where cash goes, and what your business needs next.

Book a 30-min Financial Clarity Call See how it works
Where every revenue dollar goes Sample: restaurant
0%100%
  • Labor33%
  • Cost of goods27%
  • Overhead15%
  • Debt & tax9%
  • Operating profit16%

Where the cash leaks, and what changes when it stops

Two views of the same business, swapping as you watch. First the average business, then the same business with the leaks closed.

Illustrative business benchmark
Tap to switch
Cost of goods 37%
Labor 24%
Overhead 25%
Debt & tax 7%
Reinvestment 2%
Owner cash flow 5%
Gross profit 63%70%
Operating profit 14%27%
Owner cash flow 5%12%
Cost of goods 37%30%
The four cash-flow leaks
1
Revenue illusion

Low-margin revenue, wrong customers and channels.

2
Cost distortion

COGS errors, labor inefficiency, vendor pricing leaks.

3
Cash trap

AR delays, inventory bloat, debt and timing mismatch.

4
Operational blind spots

No segmentation, no KPIs, decisions made on feel.

Built for owner-led Senior living & healthcareHospitality, restaurants & retailCommercial real estateAgriculture & regulated production

What we build

Four stages to get control of the numbers.

Not sure where to start? Book a call
01

Financial Clarity Diagnostic

A focused review of your financial and operational data: revenue, cash flow, payroll and labor, overhead, margins, and profitability by location or unit. You leave with the key findings and a prioritized action plan.

Clarity Findings & action plan
02

Accounting System Setup

Setup or restructuring of your accounting system — QuickBooks, Microsoft Dynamics, or another ERP/accounting platform — including chart of accounts, workflows, data migration, reporting structure, and integrations with payroll, POS, CRM, banking, and operational systems.

Foundation Clean structure & connected systems
03

Owner Control Dashboard

A customized management dashboard giving the owner one clear view of revenue, cash, labor, margins, and the KPIs that matter, combining QuickBooks, spreadsheets, payroll, and operational software.

Control One live management view
04

Financial Operating System

An ongoing financial management and analytics service: the dashboard plus monthly reporting, budgets, forecasts, cash-flow planning, unit economics, and regular decision meetings with ownership.

Continuous A system you run on

Who we work with

Built for owner-led, labor-intensive, multi-location businesses.

Our sweet spot

Built for the middle.

Levell Up is designed for established small and midsize businesses that have outgrown managing by intuition—but don’t yet need, or want, the cost of a full corporate finance and data team. You already generate plenty of financial and operational data. We turn it into clear decisions and greater control.

20–500 employees
$5M–$100M annual revenue

Where we fit Established businesses with multiple locations, properties, customers, or operating units—large enough for complexity, still lean enough for every decision to matter.

We know the pressure points in businesses where labor, margins, cash flow, and operational efficiency matter most.

01

Senior Living & Healthcare

Assisted living and RCFE operators, behavioral healthcare, mental health clinics, and CMHCs.

02

HoReCa — Hotels, Restaurants & Catering

Hotels, restaurants, cafés, bars, catering, food-service, and other labor-intensive hospitality operators.

03

Commercial Real Estate & Property Operations

Shopping malls, retail centers, multifamily residential, mixed-use developments, office properties, and other commercial real estate assets.

04

Agriculture, Manufacturing & Regulated Production

Growers, agricultural businesses, industrial production, and GMP / pharmaceutical-type operations.

How it works

From scattered records to a system you run the business on.

Step 01

Diagnose

We review the books, systems, and the questions you can’t currently answer.

Step 02

Connect

Accounting, payroll, sales, and operating data are cleaned and joined into one source.

Step 03

Dashboard

An owner-friendly view of profit, cash, and the drivers that move them.

Step 04

Recurring review

A regular decision meeting turns the numbers into action and accountability.

Your numbers should tell you what to do next.

Book a 30-minute Financial Clarity Call and we’ll figure out whether you need cleaner books, a dashboard, cash-flow control, or the full system. Not ready to schedule? Send a note and we’ll follow up.

Book a 30-min call Send a message

Levell Up Finance provides management consulting, financial analysis, dashboards, forecasting, and decision-support services. We do not provide tax preparation, audits, legal advice, or regulated investment advice.