Bookkeeping
Clean, current books delivered on time every month. Categorized transactions, reconciliations, and reporting you can trust.
Accounting and CFO services
Lever Accounting is the outsourced finance and accounting team for growing businesses. We provide bookkeeping, tax preparation, and fractional CFO services. We focus on exceptional, human-led client service, supported by the best tools and technology.
Institutional Experience
Licensed CPA
IRS Registered
What we do
A Complete Accounting & Finance Team
From day-to-day books, to tax filings, to forecasting, Lever handles the numbers so you can run the business.
Tax preparation
Federal, state, and multi-entity returns filed accurately and on time — with proactive planning year-round.
Fractional CFO
Cash-flow forecasting, budgeting, and board-ready reporting from a dedicated advisor who knows your business.
Payroll & filings
Run payroll, handle 1099s and W-2s, and stay compliant across every jurisdiction you operate in.
Accounts payable
Bills captured, coded, approved, and paid on schedule. Vendor management and payment runs that protect cash flow and keep suppliers happy.
Accounts receivable
Invoicing, payment tracking, and timely follow-up on outstanding balances, so you get paid faster and always know who owes what.
“Lever helps us handle our bookkeeping and tax processes so we can focus on growing our core business. Working with Lever has been a seamless experience - they are responsive and proactive, and I feel like I have an in-house finance and accounting team who truly understands our business. If you’re looking for a modern accounting and tax solution that provides an expert-led team paired with the efficiency of modern tools, I couldn’t recommend them more.”
Aaron Kirsch
Founder & CEO, Zonagent
Who we are
A modern firm built for owners
Lever was built to be the finance and accounting function growing companies don’t have time to build themselves. We bring the rigor of Big 4, private equity, and investment banking experience to small and mid-market businesses.
One team handles your books, taxes, and forecasting, so you have accurate numbers, clear reporting, and a partner who knows your business.
Headquarters
Prairie Village, KS
Serving clients nationwide
Institutional Experience
Big 4 Accounting · Private Equity · Investment Banking
Credentials
Licensed CPA
IRS-authorized e-file provider
Contact
We work with entrepreneurs, SMBs, and capital sponsors. Whether you’re ready to get started or just have a few questions, send us a note and we’ll be in touch.