Most accountants spend their careers inside accounting firms. My journey has been different
Before opening Levenstein CPA, I spent years helping businesses improve profitability, forecast growth, develop pricing strategies, and make executive financial decisions. Along the way, I also experienced firsthand what it means to build and operate a business of my own.
That perspective shapes every conversation I have with clients today.
Experienced financial guidance for growing businesses.
Accounting, tax strategy, CFO guidance, and business advisory under one relationship.
Whenever I meet a new client, the first thing I ask isn’t about taxes or bookkeeping. I simply ask, “Tell me about your business.”
Because before I can help improve your financial future, I need to understand your vision. What are you trying to build? Where do you want to be five years from now? What opportunities are you trying to capture? What challenges are holding you back? Only then do we start talking about financial statements, taxes, and accounting.
Before I opened my CPA practice, I spent years helping businesses make better financial decisions. My background includes financial planning and analysis, pricing strategy, forecasting, budgeting, and executive decision support. I wasn’t simply preparing financial reports. I was helping leadership teams answer questions such as: Can we afford another employee? Should we raise prices? Can we improve profitability? How will this decision affect cash flow? What should we invest in next?
That experience fundamentally changed the way I practice accounting today.
I believe financial statements shouldn’t simply explain what happened. They should help business owners decide what to do next.
I’m also an entrepreneur. Long before I opened Levenstein CPA, I experienced what it was like to build a business from the ground up. In my late twenties, I opened my own collection-agency office. I have also worked in my family’s business and built my CPA firm from the ground up. I understand the excitement, uncertainty, risk, and responsibility that come with owning a business because I have experienced them firsthand.
I had always wanted to build my own consulting and CPA practice. An unexpected corporate layoff gave me the push to finally pursue that long-term goal. What matters most is not how the opportunity arrived; it is that the firm now allows me to use a career’s worth of financial experience to help entrepreneurs build their own companies.
One of the most common things I hear from new clients is, “I only hear from my CPA once a year.” I don’t believe that is how great partnerships work. Business owners make important decisions every week. Those decisions deserve timely answers.
One of my personal commitments is responsiveness. When you have an important question, I want you to feel like you have someone in your corner who understands your business and gets things done.
Success isn’t measured by the number of tax returns I prepare. It is measured by the businesses my clients build. Nothing gives me greater satisfaction than seeing a client become more profitable, more confident, and more successful than they thought possible.
That is why I built Levenstein CPA.
Adam Levenstein, CPA
Adam’s professional experience spans corporate finance, FP&A, pricing strategy, forecasting, leadership, entrepreneurship, and public accounting.
Each part of that background contributes to the way he works with business owners today.
A career built around more than accounting….
Technical accounting and tax expertise combined with a broader understanding of business strategy, finance, and management.
Former Director of Financial Planning & Analysis with executive-level financial leadership experience and responsibility for helping organizations forecast, plan, and make informed decisions.
Experience in pricing strategy, forecasting, budgeting, modeling, margin analysis, and business-case evaluation provides a deeper perspective on what drives profitability.
Leadership experience managing finance, analytics, banking, and operating teams provides firsthand understanding of how financial decisions affect the broader organization.
Prior startup and small-business ownership experience gives Adam an owner’s perspective on risk, investment, cash flow, growth, and responsibility.
Experience working within a family business provides an additional understanding of the personal and financial dynamics that often accompany owner-led companies.
Because every growing business deserves experience, clarity and financial leadership
Let’s begin the same way I begin every client relationship: Tell me about your business.
Our success is measured by the businesses our clients build.
Good tax planning is a year-round process.
Ready to take control of your finances? Let’s begin the same way I begin every client relationship: Tell me about your business.
