5 Benefits of Working with a Strategic Accounting Partner

Strategic accounting

As a business leader, you often spend a significant amount of time planning. In addition to ensuring that today’s operations and processes are moving toward your goals, you also need to invest time and resources into preparing for the short and long-term futures of your company.  Along with planning for the future, financial factors are […]

How Professional Bookkeeping Services Keep Your Operations Scalable?

Professional bookkeeping services

As your business grows, it becomes increasingly important to keep track of your finances. Eventually, you may arrive at a point in your company’s rising operational capacity where you can’t handle everything on your own. This is when professional bookkeeping services can help. By outsourcing your bookkeeping tasks to professionals, you can free up time and resources […]

Tax Tips for Small Business Owners

Tax Tips for Small Business Owners - Stratlign Accounting

Tax Tips for Small Business Owners 2021 tax season is right around the corner — are you ready? Running a business is not easy, especially when you have big goals you want to accomplish. The extra burden of filing taxes every year is usually not every entrepreneur’s primary concern or focus when trying to scale […]

Making New Goals for Your Business for 2022

Making New Goals for Your Business for 2022 - Accounting Growth and Advisory Services - Stratlign Accounting

Making New Goals for Your Business for 2022 Have you thought about your company goals for 2022, or are you just hoping for the best? Goal setting is a key step to being successful in life and business. It gives you a finish line to focus on, keeping you on track and preventing you from […]

3 Considerations for Setting Business Goals

What to Consider to Stay Motivated When Setting Business Goals - Accounting Growth and Advisory Services - Stratlign Accounting

3 Things to Consider to Stay Motivated When Setting Business Goals Setting goals can be a double-edged sword. On one hand, we can aim high and set unlimited possibilities for ourselves. On the other hand, our goals can be so big that if we don’t reach them, we become discouraged, unmotivated and give up. The […]

Most Common Bookkeeping Service Questions

Choosing a Bookkeeper - Accounting Growth and Advisory Services - Stratlign Accounting

Most Common Bookkeeping Service Questions Bookkeeping is not always the most exciting part of running a business. But it’s absolutely vital when you want to keep your company’s finances in check and make sure you can stay on track for your goals. Without proper bookkeeper or bookkeeping process, you may also find yourself in a […]

Creating a Small Business Budget for 2022

Finance Business Budget- Stratlign Accounting

Creating a Small Business Budget for 2022 Establishing a budget for your small business is one of the most important steps you can take to start the year right. Budgeting allows you to plan for revenues, expenses, and profits for the upcoming year. It’s a crucial component of financial planning and it can help you […]

How a Financial Forecast Can Be Your Competitive Advantage

How a Financial Forecast Can Be Your Competitive Advantage - Stratlign Accounting

How a Financial Forecast Can Be Your Competitive Advantage Did you know that approximately 20% of small businesses fail within the first year? When you started your company, you had to determine what your business model was going to be and what needed to be done to bring in revenue. Of course, offering a good […]

How to Save Your Onvio Documents

How to Save Your Onvio Documents - Stratlign Accounting

How to Save Your Onvio Documents At Stratlign, we’re always looking for ways to improve efficiency. That’s why we have decided to move away from using our current client portal platform, Onvio. Starting November 1, 2021 we will begin using secure upload links to transfer files instead of Onvio. All client documents must be saved […]

Changes Made to the American Rescue Plan Act Child Tax

Changes Made to the American Rescue Plan Act Child Tax | Stratlign Accounting

Changes Made to the American Rescue Plan Act Child Tax At Stratlign, we always strive to bring the best and most recent information forward for our clients. Recently, there were changes made to the child tax credit that will benefit many taxpayers. As part of the American Rescue Plan Act that was enacted in March […]

Justice Bragg

Business Development Representative, Florida

At work, Justice is passionate about helping the team make decisions and connections that propel the business forward. He prioritizes client satisfaction by serving as a medium to facilitate communication to the proper channels making sure every issue is properly addressed.

Outside of work, Justice enjoys exercising by going to the gym and playing pickleball with his friends. He is a self-proclaimed foodie who can’t say no to trying a new restaurant, sometimes even immediately regretting it.

Zachary Williams

Staff Accountant, Florida

At Level Accounting, Zach is responsible for bookkeeping & payroll. He is dedicated to ensuring financial success for our clients.

Beyond the office walls, Zach’s weekends are filled with adventure, whether he’s exploring Florida’s hidden gems with his wife or battling it out in tournaments. When it’s time to unwind, you’ll find him at the movies or casting his line out for a relaxing fishing session.

Melanie Jerome, MBA

SENIOR STAFF ACCOUNTANT, FLORIDA

Meet Melanie J, one of our senior staff accountants! Melanie ensures your financial health with precision and expertise. Beyond the office, she’s a true crime enthusiast who loves traveling and outdoor adventures. Whether she’s balancing books or exploring new trails, MJ’s dedication and skill set the standard for excellence in our team.

Seren Lunsford, MBA

STAFF ACCOUNTANT, INDIANA, QUICKBOOKS ONLINE PRO-ADVISOR

Meet Seren, one of our dedicated staff accountants here at level accounting! She is responsible for bookkeeping & payroll. Outside of the office, you can find her on the sidelines of a soccer pitch, karting track, or baseball diamond, cheering on her two active boys. Seren is also a proud owner of two gentle giants, her beloved Great Danes. In her downtime, she channels her creativity into baking and decorating sugar cookies, always eager to experiment with new baked goods ideas and recipes. With her expertise in accounting and her passion for family, pets, and baking, Seren brings a unique blend of professionalism and warmth to our team.

Ivette Rivera

EXECUTIVE ASSISTANT, FLORIDA

Ivette Rivera is our Executive Assistant at Level Accounting, juggling schedules and keeping things running smooth.

When she’s not crushing it at work, Ivette is an avid participant in her church community. As a mom, she’s all about those quality moments, whether it’s baking up a storm, hitting the water for some kayaking fun, or just chilling with a good book or binge-worthy show. And let’s not forget her partners in crime at home: Harley Quinn, the fridge-raiding pit bull, and Atlas, the cat who rules the roost. Ivette’s all about that balance between work hustle and personal bliss.