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Every business owner has unique needs.
Contractors
I’ve seen firsthand how even successful contractors struggle to connect job site realities with financial reporting.
LevelUp Cashflow bridges that gap—transforming scattered invoices and draw requests into clear, accurate insights that drive confident growth.
Realtors
Real estate done right means more than closing deals—it’s knowing your numbers. I track staging, marketing, and commission splits so you can focus on clients, not spreadsheets.
Retail Sales
With hands-on experience across leading sales platforms—including PayPal, Square, Stripe, and Shopify—I help business owners accurately track revenue, reconcile transactions, and understand true profitability.
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