Background
Level Best Marketing is a digital marketing agency founded in 2021 by a husband-and-wife team in the business of web design, SEO, and website services. Like many small businesses built and run by their owners, the team handles most operations in-house.
Before partnering with 13 Consulting LLC, navigating business and personal taxes felt confusing and overwhelming. Without a clear system in place, the line between business and personal expenses was blurry, and tax season brought significant stress.
The Challenge
Running a growing company while managing finances left little room for tax strategy. The Level Best team needed more than just someone to file their returns, they needed a knowledgeable partner who could help them build organized processes and think proactively about minimizing their tax liability.
They also faced an inflection point: as the business grew, they needed guidance on when and how to make the transition from an LLC to an S corporation.
The 13 Consulting Approach
Level Best Marketing found 13 Consulting LLC back in 2022 through a Google search and quickly realized this was the right fit. As a small, boutique CPA firm, 13 Consulting offered something larger firms often can’t: genuine personal attention. Steve, their dedicated CPA, is always accessible, remembers the details of their financial situation, and treats each client’s case as the unique situation it is.
From the start, Steve helped Level Best Marketing:
- Build organized financial processes from the ground up
- Identify and act on opportunities to minimize their tax responsibility
- Navigate the transition from LLC to S corporation at precisely the right time to maximize tax savings and minimize headaches
Going Above and Beyond
When Level Best Marketing transitioned to QuickBooks alongside their S corp conversion, the learning curve was steep.
“When we first switched to QuickBooks, I was super overwhelmed by the UI. Steve took the time to have basically a Q&A session where I could share my screen and he could help me navigate through QuickBooks and understand how to handle my daily tasks.”
— Bella R, Co-Founder of Level Best Marketing Co.
This is the kind of above-and-beyond support that makes a lasting difference.
The Results
Since partnering with 13 Consulting in 2022, Level Best Marketing has experienced a dramatic shift in their financial confidence and operational clarity. Stress-free tax seasons, with organized processes and proactive communication replacing last-minute chaos. QuickBooks errors were identified and corrected before they impacted filings. Most importantly, taxes are filed accurately and on time, every year.
“From top to bottom, 13 Consulting acts as a true partner. Going above and beyond, answering your questions when you need help, and thinking proactively about your individual case.”
— Bella R, Co-Founder of Level Best Marketing Co.
If you’re looking for personalized financial recommendations, stress-free tax seasons, and a CPA who treats your business like their own, give us a call.