LEVEL10 CFO
About Us
Level10 CFO is a new spin on outsourced CFO advisory and accounting services.
We think strategically, speak truth, and aren’t afraid to challenge the status quo. We are trusted partners committed to helping you make your business better.
WHAT SETS US APART?
Advisory First
You can’t afford to lose sight of the big picture of your business. That’s why every service level we offer includes an advisory layer. Though we’ll flex our services to fit your changing needs and priorities, we’ll always deliver the benefits of a strategic, forward-looking CFO perspective.
Right Risks
To grow your business, you need to be risk-conscious — not risk-averse. That’s why we default to “yes and” rather than the “but no” you may be used to hearing from your financial and business advisors. We’ll help you identify and understand the risks worth taking.
Your Interests First
Maybe your bookkeeper isn’t delivering the insights you need. Maybe your CoA is a mess, or you’re starting to doubt the data. Whatever the problem, we’ll help you fix it in the way that serves your best interests, whether that means coaching, hands-on help, technology, or bigger changes.
Tech-Forward
As your business scales, your finance organization must follow. Manual or labor-intensive processes won’t make sense. We’ll help you identify specific technologies and processes to help you eliminate pain points, increase efficiency, and drive more value from your data.
Proactive & Holistic
You bring a unique perspective to your business. But you need to know what you don’t know. You need advisors you can rely on to help you see the rest of the picture — to proactively deliver the perspectives you may be missing. We’ll help you avoid surprises, anticipate needs, and prepare for what’s next.
EOS Thinking
You don’t have to implement EOSⓇ to benefit from EOS thinking. EOS, the Entrepreneurial Operating System, uses disciplined execution and problem solving to help businesses achieve their visions while driving consistency, scalability, and accountability. EOS thinking is foundational to Level10 CFO’s approach.
WE’RE NOT BORING
Maybe you think of accounting types as humorless, semi-fossilized bean counters. We’re happy to be anything but. We have clearly detectable personalities. We like to laugh, even at ourselves. We can tell a decent joke. Work isn’t always fun, but we do our part to make it as painless as possible.
OUR CORE VALUES
1
Our clients’ interests always come first.
2
We brave the crucial conversations.
3
We embrace technology.
4
We actively challenge the status quo.
5
We like to laugh. (Even at ourselves.)
