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New York, NY, USA

Mitch L.

CPA | Small Business Tax & Bookkeeping | Crypto Tax Specialist | Fractional CFO

I'm a CPA who helps business owners understand their numbers and keep more of what they earn. I specialize in working with small businesses, contractors, and cryptocurrency investors who need clear financials, clean books, and strategic tax planning. My background includes CFO, Controller, and public accounting experience, giving my clients the benefit of big-company financial strategy without the big company cost. I help clients with: • Tax preparation and planning • Monthly bookkeeping • Payroll and compliance • Job costing for contractors and trade businesses • Cryptocurrency tax reporting • Financial reporting and cash flow planning Whether you're a growing business or an investor navigating complex tax situations, I help simplify the numbers so you can focus on growth. 📩 Message me if you'd like help getting your books clean or preparing for tax season.
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Mitch L.

Experience

Nov 2021 — Present

Mitch Levin CPA LLC

President

  • Led strategic planning and execution to enhance profitability and efficiency.
  • Developed and maintained client relationships to ensure satisfaction and retention.
  • Implemented innovative accounting solutions to streamline operations and reduce costs.
Nov 2021 — Dec 2024

Guardian Auto Transport

Chief Financial Officer

  • Oversaw financial operations, ensuring compliance with regulations and standards.
  • Managed budgeting and forecasting processes to support strategic goals.
  • Led financial analysis and reporting to guide executive decision-making.
Oct 2019 — Oct 2021
ECS Financial Services LTD

ECS Financial Services LTD

Senior Accountant

ECS Financial Services, Inc. (ECS) was started in 1962 as a traditional accounting firm. Today, ECS has expanded into a full-service CPA accounting firm working with clients world-wide. We offer so much more than traditional accounting, from the leasing industry, to corporate and individual tax, our clients benefit from our staff of experts who not only listen, but take the time to thoroughly understand their needs and objectives. You get the experience and capability of a large-scale accounting firm, with the personal attention of a small business. ECS is one of only a few CPA firms that specialize in portfolio management, accounting, tax and consulting services catered to the equipment leasing industry. Whether a business requires independent accounting services, assistance with internal accounting responsibilities, or staff training on the intricacies of lease accounting, ECS will customize our services to meet our clients’ specific needs.

  • Managed complex accounting tasks for clients in the leasing industry.
  • Conducted detailed financial analyses to support client decision-making.
  • Collaborated with teams to deliver customized accounting solutions.
Jun 2016 — Oct 2019

Hammerwell Metal LLC

Accounting Manager

  • Created and implemented the current accounting system to improve efficiency.
  • Oversaw daily activities of staff accountants, ensuring accuracy and compliance.
  • Worked closely with the owner to develop strategies for business growth.
Mar 2012 — Jun 2016

O'Brien Metal, Inc

Accountant

  • Managed all accounting department duties, including AP, AR, and payroll.
  • Performed financial statement analysis and account reconciliations.
  • Ensured accurate and timely financial reporting to support business operations.