Jeffrey Levine, MBA
QuickBooks Online Certified ProAdvisor  ·  As Little or As Much As You Need  ·  Remote & Local

I'm the bookkeeper your CPA wishes all their clients had.

I keep your books clean, reconciled, and current — so tax season is smooth and your CPA bills you for preparing your return and advice, not cleanup.

Schedule a Free Consultation
Who I work with

Built for small businesses that need a steady, reliable partner

I work with small business owners, entrepreneurs, and creative organizations who need accurate, organized books — but don't need (or can't afford) a full-time bookkeeper.

Entrepreneurs & Startups

Getting your books set up correctly from the beginning saves significant time, money, and headaches down the road. I'll build the right foundation so your financials are accurate from day one.

Small Businesses

Good books aren't just about compliance — they help you make better decisions. I'll keep your financials current and clear so you always have the information you need to run your business well.

Creative & Arts Organizations

I bring direct experience working with arts and entertainment organizations, understanding the unique financial rhythms of creative businesses.

CPA Clients

Your CPA focuses on tax strategy and advisory. I handle the day-to-day books so everything is ready when they need it.

What I do

Bookkeeping that keeps your business on solid footing

Monthly Bookkeeping
Regular categorization, reconciliation, and reporting so your books are always current. No more end-of-year scrambling.
Month-End Close
For businesses that handle their own day-to-day entries but need a reliable professional to reconcile, review, and close the books each month.
QuickBooks Setup & Cleanup
New to QBO, or inherited a mess? I'll set up your chart of accounts correctly from the start, or clean up what's already there.
Catch-Up Bookkeeping
Behind on your books? I can get you current — whether that's a few months or a full year — accurately and efficiently.
Financial Reporting
Monthly P&L, balance sheet, and cash flow summaries in plain language so you understand what the numbers actually mean.
CPA Coordination
I work directly with your CPA to ensure they have everything organized and ready — reducing their prep time and your bill.
Background & Credentials

More than a bookkeeper

My name is Jeffrey Levine, and my background is unusual for a bookkeeper — which is exactly what makes me useful to small business clients who want someone who understands the bigger picture.

After many years in corporate and finance roles, I made a deliberate choice to work differently — offering clients the kind of flexible, personalized engagement that larger firms simply can't provide.

I live in St. Louis with my wife, dog, and two cats. I play tennis and guitar. And I look forward to learning about your business.

Jeffrey Levine, MBA
MBA, Loyola Marymount University Graduate-level training in finance, accounting, strategy, and business management.
QuickBooks Online Certified ProAdvisor Certified by Intuit with additional training in Sales & Customers, Expenses & Vendors, and Banking & Accounting.
Director of Finance Oversaw all accounting functions for a talent agency as it doubled in revenues and client base. Liaised directly with external CPA.
Freelance Bookkeeping Practice Served restaurants, service businesses, design firms, art studios, and personal accounts across multiple industries.
Entertainment Background Direct experience with talent agencies and creative organizations — familiar with their unique financial structures and needs.
Remote & Available Locally All work done via QuickBooks Online. Available remotely or in-person for clients in the St. Louis area.
Intuit QuickBooks Certified ProAdvisor
A Note for CPAs

A bookkeeper who makes your job easier

I'm available to work in whatever way makes the most sense for your practice — supporting your clients directly on your behalf, or independently as a referral. Either way, your clients arrive prepared and you can focus on the advisory work that matters most.

If your clients' books aren't where they need to be when tax season arrives, I can help. I work with small business owners to keep their QuickBooks Online files clean, reconciled, and current — so when they come to you, everything is organized, accurate, and ready. No surprises, no cleanup work on your end.

Get in touch
Get started

Let's talk about your books

All initial consultations are free — no obligation. We'll talk through your current bookkeeping situation, what you need, and whether I'm a good fit. Pick a time below that works for you.

Phone
361.310.2622
Availability
Remote & Local · St. Louis Area