Jeff Levell
Managing Member
Certifications CPA, MBA
Experience 30 Years
Preferred communication Zoom
Areas of expertise
Business Consultancy, Accounting
One word teammates use
Ask them
Go-to drink
Water
Primary areas of expertise
2–4 areas
Business ConsultancyAccounting
Approach to working with clients
2–3 sentences
Follow our mission of helping business owners to succeed.
What clients can expect
When working with me
Truth, even when it hurts or can lead to debate.
Personal details
Quick overview
Hobby or interest
Swimming
Favorite way to unwind
A steak and a whisky
Book/podcast/topic
Chess strategies
If not accounting
Janitor
Outside of work
I enjoy…
Doing things with my family.
Fun fact
Lighthearted
Wish I were smaller so I could’ve been a horse jockey