Dave Willson

About Dave Willson

While building and scaling an advisory firm serving 200+ SMBs, we ran into a problem we couldn’t ignore:Managing multiple private companies at scale lacks real financial clarity.Every client has a different Chart of Accounts. Consolidations are manual. KPI tracking lives in spreadsheets or disconnected reporting tools. Comparisons across companies are inconsistent. Client reporting takes far more time than it should.Public companies operate with institutional-grade analytics.Private companies rarely do.So we built Levelup.Levelup connects directly to platforms like QuickBooks Online and Xero, automatically standardizes financials, and provides:• Clean, comparable reporting across clients or entities• Automated consolidations• Real-time dashboards & KPIs• Executive-ready reporting for business owners• Portfolio-level visibility when you need itIt’s built for accounting and CAS firms, multi-entity SMBs, and advisors who want deeper insight — without more manual work.If you manage multiple sets of financials and want clarity at scale, I’d welcome the conversation.

Experience

1. Founder

   Levelup

   Mar 2024 — Present · Provo, UT, US

   Levelup was built after managing 200+ SMBs and realizing there was no institutional-grade analytics tool for private companies.Our platform connects directly to accounting systems like QuickBooks Online and Xero and automatically standardizes financial data to create clean, comparable reporting.Core capabilities:• Automated Chart of Accounts standardization• Multi-entity consolidations• Real-time dashboards and KPI tracking• Cross-client / cross-entity comparisons• Executive-ready financial reporting• Portfolio-level visibility for firms managing multiple companiesDesigned for accounting and CAS firms, multi-entity SMBs, family offices, and advisors who need clarity across multiple sets of financials.

Education

• Naveen Jindal School of Management, UT Dallas

  MS, Accounting & Information Management

  2010 — 2011

• Saïd Business School, University of Oxford

  Executive Education, Entrepreneurship: Venture Finance Programme

• Ensign College

  AS, Accounting & Business

  2001 — 2003

• University of Utah - David Eccles School of Business

  BS, Accounting

  2003 — 2005

• Capella University

  Doctor of Science, Business Administration, Strategy and Innovation

  2024 — 2027

Skills

• Microsoft Office
• Forecasting
• Strategy
• Payroll
• Analysis
• Commercial Real Estate
• Financial Analysis
• Banking
• Budgeting
• Budgets
• Finance
• Financial Advisory
• Strategic Planning
• Accounts Payable
• Corporate Finance
• Bookkeeping
• Cloud Computing
• Auditing
• System Implementations
• Customer Service
• Marketing
• Commercial Lending
• Commercial Finance
• Leadership
• Accounting
• Management