Send out offers & CIIAs.
I-9 Employee Verification.
Terminate Employee in Payroll, Cap Table, Corporate Card & Labor Compliance.
Recommend policies, tools, and vendors for hiring, PTO, compensation, and conduct.
Pay contractors.
Process Reimbursements.
Respond to bookkeeper or accountant questions on expenses.
Collect W-9s from contractors.
Audit list of legal & compliance documents, flag the need for any that are missing or need to be updated.
Get quotes, make recommendations, and run renewals on business insurance.
Manage filing of taxes and registration with state and local agencies for sales/excise tax, and labor compliance.
Set up and manage Workersâ Compensation, state-mandated disability, and paid family leave insurance.
Enter draft of equity grant in Carta or Pulley (lawyers doing this for you is a waste of cash).
Make cap table updates in Carta or Pulley after board consent & legal review.
Send reminders for 83(b) and stock purchase payment.
Investor quarterly & annual audits.
Think of them as your outsourced COO or Chief of Staff. Available via Slack, email, or video call, they don't watch the clock; they watch over your success. Levy succeeds when your company succeeds.
In just 30 days, weâll streamline your processes, polish your compliance, and set you up to be default-investable. When investors peek behind the curtain, theyâll find nothing but order.
Levy ensures your operations and filings are done right, preventing possible costly mistakes and extra expenses in the future. We're better than google.
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With a Net Promoter Score (NPS) of 73, our customer love is off the charts:
"Levy is 100% the answer. They do fantastic work and come with a team of experts."
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"I forward a lot of my emails to my OP everyday and he just handles it or tells me how to handle it, and that's been so great!
"There's a lot of tedious operational work that I either don't know about or don't want to do and that's taken off of my plate and I don't have to think about it."
"Itâs the best money that we spend every month. Levy is a cheat code that other startups should 100% implement. "
"It's great to have levy for you to do the things you care about while they take care of the internal ops."
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"In a hyper growth startup company, youâve got a number of different operations, items and things youâve got to take care of. Levy covers everything! They do ALL of it! And it been amazing. They deal with compliance, they deal with payroll, they deal with some of the light legal issues, some of the finances and account receivables. They [Levy] does all the jobs we donât want to do so we can grow and build our company faster"
If I didn't have support from levy, I wouldnât be able to do anything else, other than what Iâm doing now.
âSaves me a good 50-60% of my time"
"Since we started working [with levy], I have not thought about the back-office."
"[Our OP] is the lifeblood of our businessâŠit would be very painful if he was not with us on a daily basis. "
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"Ever since we've been outsourcing things [to levy], we've been saving lots of time & lots of heartaches and headaches.
"The number of hours we're saving is expanding and increasing week over week."
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"Getting a lot of work off of your plate as a Founder I think both from the time perspective as well as just the peace of mind perspective has been very well worth the cost for me"