Financial Clarity & Protection for Growing Businesses
what we do
Strategic Financial Leadership & Employee Well-being
In today’s dynamic business environment, achieving sustainable growth and fostering a thriving workforce are paramount.
At LevelUP, we offer a dual approach to empower your business:
Expert outsourced CFO services to guide your financial strategy and comprehensive group health benefits to secure your team’s well-being.
who we work with
Empowering Organizations Across These Sectors
Non-Profit
Organizations
Government
Contracting
Healthcare
Facilities
Professional
Services
Construction
& Trades
Technology
Companies
Manufacturing
Enterprises
E-Commerce
Solutions
Non-Profit
Organizations
Government
Contracting
Healthcare
Facilities
Professional
Services
Construction
& Trades
Technology
Companies
Manufacturing
Enterprises
E-Commerce
Solutions
Empower Your Financial Future with
Outsourced CFO Services
invest in your team with
Comprehensive Group Health Benefits
CFO Services
Imagine having a seasoned financial leader at your side, without the overhead of a full-time executive. Our outsourced CFO services provide just that. We partner with you to offer strategic financial guidance, insightful analysis, and proactive planning that drives profitability and long-term success.
We can help you:
- Develop robust financial strategies to achieve your business goals.
- Optimize cash flow and profitability through expert analysis.
- Gain clear financial insights to make informed decisions.
- Navigate complex financial challenges with confidence.
- Prepare for future growth and expansion.
From startups to established enterprises, our flexible and scalable CFO solutions are tailored to your unique needs, helping you unlock your full financial potential.
CFO Services Offered
Financial Strategy Development
Crafting long-term financial plans, growth strategies, and exit strategies.
Cash Flow Management
Forecasting, monitoring, and optimizing cash flow to ensure liquidity.
Budgeting & Forecasting
Preparing annual budgets, rolling forecasts, and financial modeling
Financial Reporting & Analysis
Delivering timely, accurate financial statements and performance analysis.
KPI Development & Monitoring
Establishing and tracking key performance indicators aligned with business goals.
Fundraising & Capital Advisory
Supporting debt financing, equity raises, and investor relations.
Cost Management & Profitability Analysis
Analyzing cost structures and improving profit margins.
Risk Management & Internal Controls
Implementing controls to mitigate financial and operational risks.
Mergers & Acquisitions Support
Handling due diligence, valuation, deal structuring, and post-merger integration.
Accounting Oversight
Overseeing accounting, ensuring GAAP compliance, and improving workflows.
Tax Strategy & Compliance Support
Managing tax planning, filings, and compliance with advisors.
Scenario & Sensitivity Analysis
Evaluating different business scenarios and stress testing financial assumptions.
Board & Stakeholder Reporting
Preparing materials and presenting insights to boards, lenders, and investors.
Technology & Systems Implementation
Advising on and Integrating ERP, dashboards, and accounting tools.
Succession Planning & Exit Strategy
Preparing the Client for leadership transitions or sale.
Discover Dedicated, Tailored Financial Expertise
Empower Your Financial Future with
Outsourced CFO Services
Invest in Your Team with
Comprehensive Group Health Benefits
Comprehensive Group Health Benefits
Your employees are your greatest asset, and their health and well-being directly impact your company’s success.
Offering a competitive group health benefits package is not just a perk; It’s a strategic investment that demonstrates your commitment to your team, enhances morale, and aids in talent attraction and retention.
Our group health benefit solutions can include:
- Customized plans designed to meet your company's budget and your employees' needs.
- Access to a wide network of providers for quality care.
- Support in navigating complex healthcare options and regulations.
- Solutions that promote employee wellness and productivity.
Let us help you craft a benefits package that supports your employees, strengthens your team, and positions your company as an employer of choice.
how we work
Our Process
We believe in making professional support accessible and straightforward.
When you work with us, you can expect a clear, step-by-step journey designed to address your unique needs, whether it’s optimizing your financial strategy or enhancing your team’s benefits.
Step 1:
Discovery & Needs Assessment
It all starts with a conversation. We’ll schedule a free, no-obligation consultation to truly understand your business, your challenges, and your goals. This isn’t a sales pitch; it’s a deep dive into what keeps you up at night regarding your finances, your team’s well-being, or both. We’ll ask key questions, listen intently, and gather the information needed to propose the most effective solutions.
Step 2:
Tailored Solution & Proposal
Based on our discovery, we’ll craft a customized proposal outlining the specific outsourced CFO services or group health benefit solutions that align with your objectives. This proposal will clearly detail the scope of work, expected outcomes, timelines, and transparent pricing. You’ll understand exactly what you’re getting and the value it brings.
Step 3:
Seamless Onboarding & Integration
Once you decide to move forward, we ensure a smooth and efficient onboarding process. For outsourced CFO services, this involves integrating with your existing systems and teams, often leveraging secure cloud-based tools. For group health benefits, it means working closely with you to implement the chosen plans and communicate them effectively to your employees. We handle the heavy lifting so you can focus on your business.
Step 4:
Tailored Solution & Proposal
Based on our discovery, we’ll craft a customized proposal outlining the specific outsourced CFO services or group health benefit solutions that align with your objectives. This proposal will clearly detail the scope of work, expected outcomes, timelines, and transparent pricing. You’ll understand exactly what you’re getting and the value it brings.
The people behind the numbers
Meet Our Team
Steve Barber
Steve Barber empowers businesses to achieve their financial goals. As the Owner and Managing Director of Supporting Strategies | Northwest Maryland since 2018, Steve leverages over 30 years of accounting and finance expertise to drive operational and financial efficiencies, translating directly into enhanced growth and profitability for small, medium, and...
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David Pikovsky
David Pikovsky is a highly accomplished executive with extensive experience in business development, operations, and finance. He specializes in strategic vision implementation, business and financial acumen, talent acquisition and empowerment, leadership, performance analysis, and problem solving. He began his career in public accounting before joining...
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Kate Linde-Kogan
Kate Linde-Kogan empowers mission-driven and growth-oriented organizations to maximize financial clarity, compliance, and performance. With over 15 years of leadership in financial planning and analysis, she has helped nonprofit, government, and commercial organizations transform their financial operations and drive strategic outcomes....
Read MoreWe don’t just advise - we drive results
Why Us
1. Why Partner With Us?
You have many choices, so why us? We understand you need more than just a service provider; you need a trusted guide who genuinely cares about your success. Here’s why businesses choose to work with us:
Expertise, Without the Overhead: Access top-tier financial leadership and benefits specialists without the cost of a full-time hire. We bring years of experience and specialized knowledge directly to your business.
Tailored for Your Business: We don’t offer one-size-fits-all solutions. Everything we do is customized to fit your specific industry, size, goals, and culture. Your unique needs drive our approach.
Proactive & Strategic: We don’t just react to problems; we anticipate them. Our goal is to provide forward-thinking guidance that helps you make informed decisions, mitigate risks, and seize opportunities.
Transparent & Simple: We believe in clarity. From our process to our pricing, you’ll always know what to expect. We cut through the jargon and complexities, providing straightforward solutions.
Your Growth is Our Mission: Whether it’s optimizing your bottom line or ensuring your team’s well-being, our ultimate objective is to help your business grow sustainably and thrive. We’re invested in your long-term success.
Peace of Mind: Imagine the relief of knowing your finances are expertly managed and your employees are well-cared for. We free you up to focus on what you do best – running your business.
2. Why use an Outsourced CFO?
Niche Industry Specialization: You will not work with an outsourced generalist CFO. Our team consists of outsourced CFO with deep industry knowledge which allows them to provide more relevant strategic insights, understand specific compliance requirements, and benchmark performance effectively.
Depth of Strategic Partnership vs. Pure Compliance: We focus on high-level strategic guidance, acting as true business partners in decision-making, fundraising, and growth planning.
Technology Stack & Integration Expertise: We use the latest technology that seamlessly integrates with our client’s existing tech stack that offers greater efficiency and deeper insights.
Reporting: We offer complete customization on the clarity, frequency, and look and feel of the financial reports.
Pricing Model: We offer highly specialized value-based pricing, fixed retainers for comprehensive services, or tiered packages that cater to different business stages.
Frequently Asked questions
How do your outsourced CFO services work?
Our outsourced CFO services are designed to provide your business with the strategic financial leadership you need, without the cost and commitment of a full-time, in-house Chief Financial Officer. We partner with you to become a key part of your leadership team, offering expert guidance and support to help you achieve your business goals.
Here’s a breakdown of how our services work:
1. Strategic Financial Partnership: We go beyond day-to-day accounting. Our focus is on the “big picture,” providing strategic insights, analysis, and forecasting to help you make informed decisions. We work with you to understand your business, identify opportunities for growth, and mitigate risks.
2. Flexible and Scalable Support: We offer a customizable approach, providing the right level of service to match your business’s unique needs. Whether you need ongoing part-time support, assistance with a specific project like a merger or acquisition, or help with a capital raise, we can tailor a package that fits your budget and goals. As your business grows, our services can scale with you.
3. Comprehensive Financial Expertise: Our services cover a wide range of functions typically handled by an in-house CFO, including:
Financial Planning and Analysis: Developing budgets, creating financial models, and providing detailed forecasts to help you plan for the future.
Cash Flow Management: Optimizing your cash flow to ensure you have the liquidity to operate and grow.
Performance Reporting: Providing clear and actionable financial reports, key performance indicators (KPIs), and analysis to help you understand your business’s health.
Risk Management and Compliance: Identifying financial risks and ensuring you are compliant with all relevant regulations.
Technology Implementation: Recommending and helping you implement the right financial technologies to streamline your processes and improve efficiency.
4. Remote and Tech-Enabled: Our remote model allows us to seamlessly integrate with your existing team and systems. We leverage the latest cloud-based technology to ensure secure, efficient, and timely collaboration, regardless of your location. This approach provides you with the highest level of service without the overhead of an on-site employee.
Are your services fully remote or in-person?
All of our services are fully remote.
We use the latest technology to ensure that all work is completed accurately and in a timely manner, no matter where you’re located.
Our remote model allows us to be flexible and efficient, providing you with high-quality service without the need for in-person meetings.
While we are primarily a remote-first company, we understand that some situations may require a different approach. For this reason,
we offer customized in-person packages on a case-by-case basis. If you believe your project would benefit from in-person collaboration, please contact us to discuss your needs. We’ll work with you to create a tailored solution that meets your specific requirements.
Is there a minimum commitment for CFO services?
There is no minimum commitment for our CFO services. We believe in providing flexible solutions that adapt to your business needs, not locking you into long-term contracts. Our services are offered on a month-to-month basis, giving you the freedom to start, scale, or pause your engagement as your business evolves.
This approach allows you to:
- Test the Waters: Experience the value of our strategic financial guidance without a long-term obligation.
- Flexibly with Managing Your Budget: Adjust your service level and budget based on your current financial situation and business priorities.
- Ensure a Good Fit: We are confident in the value we provide, and a month-to-month arrangement ensures that our partnership is a mutual fit and continues to meet your expectations.
We’re here to provide the support you need, when you need it. Should your business require a different arrangement for a specific project or a longer-term engagement, we can certainly discuss and customize a plan that works best for you.
Can we customize our employee health benefits plan?
Yes! We will customize your employee heath benefits plan to align with your specific business’s needs.
We understand that no two organizations are alike—your workforce, budget, and company culture are unique. That’s why we work closely with you to design a benefits package that aligns with your goals while meeting the diverse needs of your employees.
Customization options include:
- Plan Design: Choose from a variety of health insurance carriers and plan structures, including PPO, HMO, HSA-compatible, and self-funded options.
- Contribution Strategies: We help you determine employer vs. employee cost-sharing strategies that are financially sustainable and competitive.
- Ancillary Benefits: Add or adjust voluntary benefits like dental, vision, disability, life insurance, EAPs, and wellness programs.
- Compliance & Integration: Ensure your plan remains compliant with ACA, ERISA, and other regulations while integrating smoothly with your payroll and HR systems.
- Tailored Employee Education: We provide clear, branded communication tools and in-person or virtual sessions to help your team understand and value their benefits.
Our consultative approach means you’ll have a benefits plan that not only attracts and retains talent but also reinforces your organization’s values and priorities.
Let’s build something that fits your team, not the other way around.
Get in touch
More information?
Reach Out for Tailored Financial and Group Health Solutions
We’d love to hear from you. Whether you’re looking for strategic financial support, tailored employee benefits, or just want to explore your options, our team is here to help. Reach out for a no-obligation consultation and let’s see how we can support your goals.
Send mail
info@levelupsolutionservices.com
Let’s Talk
301-442-4261