The Firm

The Firm

Established in 1987 and located in Brookline, Level II Solutions offers Family Office CFO and part-time CFO/COO services, operations consulting, accounting systems assessment and implementation, and business consulting in the technology and service sectors. The firm works seamlessly with internal teams and departments as well as with external advisors, enhancing relationships that clients have already developed.

Expert Resources

Level II Solutions has built an extensive resource network of professionals who represent a wide range of specialties – attorneys, CPAs, bankers, staff accountants, marketing consultants, human resources advisors, and various technology experts. These resources are available to provide their knowledge and consulting expertise, if needed, at any stage of a project.

A Successful Partnership

One of the most important pieces of a consulting engagement is the initial assessment that Level II Solutions completes. This assessment is the cornerstone for the work that follows. With the assessment, the firm offers a detailed report on strengths and weaknesses and areas for improvement, with a suggested plan of action. Working with the client’s priorities and these assessed needs, the firm develops a phased plan that takes into account available resources needed to achieve goals. During an engagement, clients can be assured that they will receive immediate, responsive service for questions and situations as they arise.