Solving your bookkeeping, invoicing, and operational needs
so you can LEVEL UP your business
About Level Up Business Solutions, LLC
Meet Rachel
Ethical Expert
Ethical Expert
Rachel has worked in the financial industry for over 20 years, developing numeracy, critical thinking, and attention to detail. She has been immersed in audits, account balancing, and compliance on a consumer and business level for over 15 years. Her honesty and ethical approach are fundamental to her success working in finance. Over the
Rachel has worked in the financial industry for over 20 years, developing numeracy, critical thinking, and attention to detail. She has been immersed in audits, account balancing, and compliance on a consumer and business level for over 15 years. Her honesty and ethical approach are fundamental to her success working in finance. Over the last two decades, she has discovered her skill and passion for helping businesses thrive.
Ethical Expert
Ethical Expert
Ethical Expert
She offers operational support for small businesses, giving independent business owners the day-to-day support they need so they can focus on growing their potential. She works closely with her clients to understand their needs and provide personalized solutions.
Services
Ethical Expert
Services
Invoicing
● Distribute invoices to clients on schedule
● Incorporate late fees as needed and communicate with clients regarding delinquencies
Bookkeeping
● Input payables and receivables in QuickBooks and other preferred software or databases
● Coordinate with accountant as needed
● Balance books weekly
Distributions
● Distribute timely r
Invoicing
● Distribute invoices to clients on schedule
● Incorporate late fees as needed and communicate with clients regarding delinquencies
Bookkeeping
● Input payables and receivables in QuickBooks and other preferred software or databases
● Coordinate with accountant as needed
● Balance books weekly
Distributions
● Distribute timely reimbursements and salary payments to employees
Reporting
● Develop monthly financial statements showing income and expenditures.
● Available for client calls as needed or on a recurring monthly basis
Human Capital Management
- Develop company-wide communication and policies
- Onboarding/offboarding new colleagues
- Payroll
- PTO tracking