As heard on Bookkeepers On Fire

Closing the books is
only part of the job now.

Levvy gives your firm the workflows, visibility, and capacity to take on more valuable advisory work, without losing control of the work you already have.

Bookkeepers On Fire listeners get 30 days free + onboarding + 3 team training sessions.

Start My 30 Days Free Book a Demo

Best Support and High Performer, four consecutive quarters

The hosts of Bookkeepers On Fire — Bookkeepers On Fire

In partnership with

Jeanne Hardy, founder of Levvy — Levvy Work in peace.

Why Levvy

Built inside an advisory firm,
not around a feature list.

Jeanne Hardy has spent more than 20 years helping business owners understand their numbers and use them to make better decisions. Levvy started inside that firm and ran there for a year before it ever went to market.

Levvy was built for my own advisory firm. It was basically the product I really wanted, the one I wish I’d had to manage and grow my firm.

Jeanne HardyFounder of Levvy and practicing firm owner

How it works

What your team learns should become part of
how your firm works.

Levvy keeps that knowledge in the workflow, so it doesn’t depend on one person’s memory or leave when they do.

01Everything you need, right where you need it

SOPs, notes, logins, documents and client-specific details stay with the work, instead of living in someone’s head or scattered across five different places.

02Your process changed? Change it once.

Update the workflow and the change carries forward. The old version stays intact, so you can always go back and see what changed.

03See the whole week at a glance

Open a client’s lane and see what’s due for them across the week, instead of working your way through another fifty-line task list.

04Know where your team has room for more

See capacity, hours and cost by employee and client, so staffing and pricing decisions aren’t based on a guess.

Built for where the work is going

Your team wasn’t hired
to rename PDFs.

Levvy’s AP Agent handles the repetitive AP work that eats up your team’s time, from reading the inbox to creating the bill in QBO and filing the invoice.

So your people can spend more time on the work that actually needs them.

Firms already running on Levvy

The
results

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50%+

capacity freed up

“My capacity has been freed up, I think 50 percent or more.”

Saruul Altantuya

ArtSmart

60%

fewer ad hoc task delays

“Levvy cut our ad hoc task delays by at least 60 percent.”

Ashley Klein

Bookkeeping Repair

Money saved

on the firm’s bottom line every month

“The aha for me was the capacity and budgeting tracking. Being able to see cost per hour by employee, cost per hour by customer, see at a glance who was at capacity.”

Samantha Hallburn

PBS Accounting & Tax

This is the chaos reducer. We’re not just throwing more people at problems, we’re setting up the system that lets us grow well.

Charmaine Baird

RKE LLP

Terms

We keep the terms
simple, too.

Start My 30 Days Free

Put Levvy to work for 30 days

Bring your own clients and workflows and see how Levvy works with the way your firm actually runs.

Stay monthly. Go annual. Up to you.

You don’t need to pay for a year of seats just to use Levvy. Start monthly and switch to annual if it makes sense later.

We’ll help you get set up

Your BoF offer includes onboarding, so we’ll help you get your workflows into Levvy and get your team ready to go.

When you need us, you get us

When you need help, you’ll hear from someone who knows Levvy and can help you solve it.

Pay for your team, not your client list

Levvy is priced per user, whether you have ten clients or a thousand.

See what Levvy can do
with your firm.

Your Bookkeepers On Fire offer includes 30 days free, onboarding, and 3 training sessions for your team.