Responsible for managing financial and accounting matters for over 25 companies with revenues totaling $100 million, WELLS LEVITT helps founders, executives, employees, and investors count beans and crunch numbers so they can focus on bringing their ideas to life.


Accounting

  • Auditing
  • Bookkeeping
  • Federal, State, and Local Tax Reporting
  • Financial Reporting (GAAP)
  • Incorporation

 

Business Management

  • Accounts Payable & Receivable
  • Budgeting & Forecasting
  • Contracts & Negotiation
  • Human Resources
  • Strategy

 

 

CFO Services

  • 409A Valuation
  • Due Diligence
  • Financial Modeling
  • Investor Materials
  • LBO, M&A, Recapitalization