Profitability and capacity, in one place

Profitability isn’t luck. It’s a decision.

See real profit by client and capacity by person. Then decide who to reprice, rebalance, or let go.

14 days free
No credit card
No long-term contract
Included
Advisory Academy: learn to sell the hours you free up

Prefer a walkthrough? Book a demo

G2 Best Support, Summer 2026G2 High Performer, Summer 2026

Best Support and High Performer on G2, four quarters running

Levvy weekly workspace showing each client’s recurring work laid out by day, with budgeted hours and assignees

50%+

capacity freed up

Saruul Altantuya
Saruul Altantuya
ArtSmart

60%

fewer ad hoc task delays

Ashley Klein
Ashley Klein
Bookkeeping Repair

18

countries where firms run on Levvy

Accounting, bookkeeping and CAS firms

“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
Samantha Hallburn
PBS Accounting & Tax Solutions
Where the profit is

See what every client and every hour is worth.

Levvy profitability report showing revenue, cost and margin by client and by workflow

Profit by client and by workflow

Revenue, cost and margin side by side, with billable and non-billable hours, so you know which clients to reprice.

Levvy capacity view comparing each team member’s available hours with their budgeted hours

Who has room, before you hire

Each person’s available hours next to what’s already budgeted, weeks ahead. Move work to whoever has space.

Capacity calculator

How much CAS revenue is hiding in your team’s week?

Move the sliders to match your firm. Defaults come from national accounting firm benchmarks.

10
3 hrs

Firms bill about 60% of staff time on average, which leaves roughly 16 non-billable hours per person each week. Three hours is a conservative slice of that.

$170

$170 is the average net billing rate across US firms. Advisory work usually prices higher.

50%
Adjust the assumptions

Your firm, per year

Hours your team gets back
10 people × 3 hrs × 48 weeks
1,440
Equal to this many new hires
A new hire costs about $112,000 in year one
1.0
Hiring cost you could hold off on
Salary, benefits and recruiting, scaled to those hours
$115,100
Levvy for your team
10 users × $59/month, billed annually
$7,080
New CAS revenue potential
If you sell those hours instead of holding off on the hire. These are two ways to use the same freed time, not two amounts that stack.
$122,400

This is an estimate built from industry averages, not a promise. Your results depend on your clients, pricing and team. Levvy shows your actual capacity and profitability once your work is in it.

New CAS revenue potential, $122,400 per year.

Calculator sources. Billable utilization (60% firm-wide) and average net billing rate ($170/hr): AICPA and CPA.com, 2025 National MAP Survey. Benefits as 30% of total compensation (43% on top of wages): U.S. Bureau of Labor Statistics, Employer Costs for Employee Compensation, June 2026. Staff accountant salary: Robert Half 2026 Salary Guide and BLS. Recruiting cost per hire ($4,700): SHRM. Billable hours per hire: 2025 National MAP Survey and Rosenberg Survey. All figures are estimates.

Sound familiar?

The six things firm owners tell us most, and what Levvy does about each one.

We pay for too many apps that don’t talk to each other.

Bookkeeping Repair replaced 7 tools with Levvy.

I’m always chasing clients for documents.

Automatic requests and reminders do the chasing.

Which login is for the merchant portal?

Logins and SOPs live inside the task.

Our task list hides what’s actually urgent.

See your week by client, with clear statuses.

I know we have unbilled hours somewhere.

Tracked time turns into invoice drafts for QuickBooks Online or Xero.

Everyone’s busy. Who actually has room?

See every person’s open hours, weeks ahead.

Included with Levvy

Learn to sell the hours you free up.

  • Live weekly office hours, hosted by Jeanne Hardy
  • A 40-week advisory curriculum
  • Ready-to-use templates, like an advisory SOW and a scoping-call script
See the office hours schedule
Jeanne Hardy, Levvy founder and Advisory Academy host
Live weekly
Hosted by Jeanne Hardy
Levvy’s founder, who still runs her own accounting firm on Levvy
From the curriculum
WK 01
From compliance to advisory
WK 05
From “can you help with…” to a signed engagement
WK 08
Planning headcount before you need it
WK 10
Pricing on purpose
WK 22
Retainers clients renew
WK 39
What advisory did for your firm

Take a look inside Levvy.

See how Levvy lays out your team’s week by client and tracks time against each budget, so you can spot the hours you could put toward paid advisory work.

Levvy progress report showing every client’s work and its current status across the week
Pricing

Simple pricing, on your terms.

From
$59
per user / month

Billed annually, or $79 month-to-month.

  • Unlimited clients, so a big book doesn’t raise your bill
  • 14-day free trial, no credit card
  • Month-to-month available, no multi-year contract
  • Onboarding support included
  • Advisory Academy included
Start free trial
How long does setup take?

Most firms are up and running in about three working sessions. Our team helps you bring your clients and workflows over, and you can start from a library of ready-made workflows.

Does Levvy work with QuickBooks and Xero?

Yes. Levvy connects with QuickBooks Online, Xero, Gmail and Outlook. Slack and Zapier are available on the Whole Firm plan.

What if we want to leave?

Month-to-month plans can be cancelled anytime, and you can export your data whenever you want.

Is our client data secure?

Yes. Levvy is SOC 2 compliant, and support is handled by real people who typically reply within the hour.

Make your firm more profitable.No one else is going to.

Your clients won’t ask to pay more, and your team won’t reprice itself. Get the numbers to decide.

14 days free
No credit card
Advisory Academy included

Prefer a walkthrough? Book a demo