Who are we?
Level + Ledger Bookkeeping exists to give small businesses and independent entrepreneurs the close, personalized support you deserve with right sized costs. When you’re running a smaller operation, you need simple reports you can understand at a glance and a partner who can answer questions quickly so small issues don’t turn into bigger headaches at tax time.
You work best when your bookkeeper reduces stress, protects cash flow, and helps you make decisions with confidence, whether you’re juggling irregular income, managing expenses across multiple tools, or trying to stay organized while you grow. That’s why we bring deep expertise in a service model built for small-business budgets, with the kind of attention and communication smaller teams rarely get from larger providers.
Founded in 2025 as an independent arm of NRY Advising, Level + Ledger was created specifically to meet those needs and keep your financial foundation steady as you build.
Meet Nicole Rose Yen
I built Level + Ledger with one goal in mind: to give small businesses the clarity and support they need to grow with confidence.
Simple systems, transparent numbers, and thoughtful guidance can completely transform the way a business operates. Helping teams feel aligned and supported is the part of my work that energizes me the most.
Outside the office, I am always up for talking about adventures, great reads, and big ideas.
Meet Gabriel Duarte
Hi! I love helping small, community-based businesses thrive and grow. I am also a certified FreshBooks advisor.
I believe that well-organized financial reports are one of the most powerful tools a business can have. They support sustainable growth, create a healthier work environment, and provide something every entrepreneur deserves: peace of mind.
Outside the office, I love listening to and creating music as well as anything motorsports. If you are a Verstappen or John Mayer fan, let’s geek out.
Want to connect and make things easier?
Have questions, need support, or just want to chat about your next big idea? We’re here for it. Reach out anytime and we’ll get back to you as quickly as possible. Your business matters to us, and we’re always happy to help.
Let’s connect and keep your numbers (and your peace of mind) flowing smoothly.