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.

IncludedAdvisory Academy: learn to sell the hours you free up

Prefer a walkthrough? Book a demo

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, ArtSmart

60%

fewer ad hoc task delays

Ashley Klein, Bookkeeping Repair

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.”

SH Samantha HallburnPBS 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.

People on your team10

Hours per person per week you could redirect3 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.

What you’d charge for advisory, per hour$170

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

Share of those hours you’d sell as CAS

Adjust the assumptions

Working weeks per year Salary of the hire you’d otherwise make ($) Benefits and payroll load (%) Billable hours one new hire adds per year One-time recruiting cost ($) Levvy price per user per month ($)

Your firm, per year

Hours your team gets back10 people × 3 hrs × 48 weeks	1,440
Equal to this many new hiresA new hire costs about $112,000 in year one	1.0
Hiring cost you could hold off onSalary, benefits and recruiting, scaled to those hours	$114,800
Levvy for your team10 users × $59/month, billed annually	$7,080
New CAS revenue potentialIf 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

Decide with real numbers

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.

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.

Advisory AcademyIncluded 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

From the curriculum WK 01From compliance to advisory WK 05From “can you help with…” to a signed engagement WK 08Planning headcount before you need it WK 10Pricing on purpose WK 22Retainers clients renew WK 39What 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$59per 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.

Prefer a walkthrough? Book a demo

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.

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