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Levo Business Advisors

5.0 (4 reviews)
Open • 8:00 am - 5:00 pm

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3 years ago

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Jeem S.

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5 years ago

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5 years ago

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Jeem S.

Thanks Latisha! I really appreciate the feedback.

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5 years ago

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Firm Focus - Sarah

Firm Focus

(12 reviews)

Sarah, can I just say thank you?! Muchas gracias!!! I never…read moreimagined working with someone to help me organize would make me feel so happy, I'm a Virgo, aren't I supposed to be good at this naturally? Well, what a great decision I made- zero regrets! I bought a coworker a gift and was running late to wrap it. In the past there's no way I would've been able to do it in the time that it took me to do it the other night. I wasn't stressed. I wasn't intimidated- everything was just where I knew you helped me place it. Gift wrapped, went to bed, but not before taking pictures. I know I will work with you again and I'm looking forward to it! Thank you!

Sarah has been absolutely life changing! My husband and I have collected so much over the years…read morebetween moving in together, moving houses, collecting personal items and inheriting items from family members...I finally decided I had enough. After reviewing quite a few others people on Yelp and reading more about Sarah on her website. I finally decided to make the call. After our first phone call together, any hesitations I had were totally assuaged. After the first visit, I knew that we'd be in it for the long haul. Sarah has made it easier to breathe knowing that we're able to let go of things that we don't need and has helped make our home more functional in every space she touches. If you have a need and don't know where to begin, I highly reccomend enlisting Sarah to help take some of the pressure and anxiety out of where to even start. She a consummate professional with tons of experience working with different people. She is extremely understanding of your needs and how to translate it into a practical, working strategy to keep your home organized.

Flex Tax and Consulting Group - Google Highly Rate Veteran Led Business

Flex Tax and Consulting Group

(171 reviews)

North Beach/Telegraph Hill

I hesitated before signing up for Flex Tax's $10,000 tax planning package because it was a big…read moreexpense. Looking back, though, it was worth it for me. They helped arrange a cost segregation study for my rental properties and walked me through an oil and gas investment strategy. Between the two, I saved over $150,000 in taxes over the past two years. The package also included preparing my tax return, including the rental properties and investments. There was a lot I didn't understand at first, but the team took the time to explain things and answer my questions. What I appreciated most was having help planning ahead and understanding how these decisions affected my taxes. It's a significant fee, but given my situation and the savings, I'm glad I went ahead with it.

I've been working with Alex and his team on my personal taxes since 2017. I work in tech, so my…read moretaxes haven't always been super straightforward with RSUs, equity, and some consulting work on the side. Alex and his team have always been great about answering my questions, catching things I wouldn't have thought about, and making sure we get a good return. My husband and I recently started a small business working with partners and manufacturers in abroad, and we reached out to Alex again to help us figure out the U.S. tax and accounting side. We had a really helpful session with him where he walked through our business and payment structure, flagged a few things we needed to think about, and gave us a much clearer direction on how to set things up. We've trusted Alex with our personal taxes for years, and now we're planning to work with his team on the business side too. Definitely recommend!

The Contractors Coach

The Contractors Coach

(15 reviews)

So I began my journey with Contractors Coach in October of '23. I had been in the remodeling…read morebusiness for 9 years and it seemed to continue to get worse. 250k in debt with a secondary lender at 20 plus percent, consistently not being able to pay my company bills on time, barely making payroll week to week, it was ugly and getting worse by the month. I knew I needed help but how the heck was I able to afford it and what did they know that I didn't after all these years in business?? But I was at the end of my business rope and getting worse so I took a gamble and called Contractors Coach. After an interview describing my issues they set me up with Tom Pearson and honestly, it changed my business life (which changed my personal life). Today is May 29, 2024 and everything has changed. I have paid my (I kid you NOT) secondary note off, have gone from negative financial numbers to a gross profit of 30%, total expenses under 14%, and a net income of over 15%. Here's a tip, if you don't understand what these numbers mean (like I didn't 6 months ago) you will continue to struggle. Among other things, Tom taught me to read my financials which helped me understand what was wrong and what was right. He immediately identified a flaw in my estimating process then week after week we tutored the financials until I could understand where my money was going and how to make the numbers work. There is no quick fix when you are in as deep as I was. But having an understanding of how to climb out of the hole and the patience to put in the right financial practices over the course of only 6 months is absolutely remarkable. Kind, witty, knowledgeable, non-judgmental, he's a wonderful balance to get you on the right road. But I have to say there is ONE huge issue with the guy, sadly, he's a 49ers fan. Thankfully I was able to overlook that fault and focus on his lessons and it changed me. God Bless you Tom Pearson. Go Lions!

I'm Loren Dougherty, the owner of Alpha Alarm & Audio, Inc. We have been in business for over 20…read moreyears. About a year ago I was struggling because my business did not have systems and there was no coherent culture in the business. When I met with the coaches at The Contractors Coach I felt they were really interested in helping me. During the coaching sessions we addressed the problems quickly. I learned how to create an effective company culture, and it helped weed out some people who were really bad employees. Our workflow is way better now, we are more efficient, and our profits are definitely up. We are twice as profitable on each job as we were a year ago. Now I'm confident we can double the size of our company over the next two years. And if you are considering growing your business - "You'd be stupid not to work with them." Loren Dougherty Owner, Alpha Alarm & Audio, Inc. Vacaville, CA

Levo Business Advisors - businessconsulting - Updated October 2026

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