Who we are
Level Luxe Financials is a modern accounting and financial advisory firm providing strategic, compliant,
and detail-driven support to businesses, nonprofits, and individuals across the U.S.
Founded by Wayne Palmer, Level Luxe Financials was built to bridge the gap between basic bookkeeping
and true financial clarity. Many organizations struggle not because they lack revenue, but because they
lack structure, clean financials, and an organized reporting process. Our role is to bring structure,
accuracy, and confidence to your financials.
Wayne holds a Master’s degree in Accounting with a concentration in Taxation and brings strong
experience in general ledger accounting, reconciliations, financial reporting, and process improvement.
Level Luxe Financials takes a consultation-first approach so each client receives a scope and workflow
designed for their complexity, reporting requirements, and budget.
What sets us apart
-Strong nonprofit and reporting support
-Advisory-first approach (not just data entry)
- Clean, consistent reconciliations and organized documentation
- A structured workflow that improves over time
-Clear communication and professional standards
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!