Bookkeeping
Clean, current books delivered on time every month. Categorized transactions, reconciliations, and reporting you can trust.
Accounting and CFO services
Lever Accounting is the outsourced finance and accounting team for growing businesses. We provide bookkeeping, tax preparation, and fractional CFO support. Our focus is delivering exceptional, human-led client service, backed by the best tools and technology.
Big Four, IB, and PE experience
Licensed CPA
IRS Registered
What we do
A Complete Accounting & Finance Team
From day-to-day books, to tax filings, to forecasting, Lever Accounting handles the numbers so you can run the business.
Tax preparation
Federal, state, and multi-entity returns filed accurately and on time — with proactive planning year-round.
Fractional CFO
Cash-flow forecasting, budgeting, and board-ready reporting from a dedicated advisor who knows your business.
Payroll & filings
Run payroll, handle 1099s and W-2s, and stay compliant across every jurisdiction you operate in.
Accounts payable
Bills captured, coded, approved, and paid on schedule. Vendor management and payment runs that protect cash flow and keep suppliers happy.
Accounts receivable
Invoicing, payment tracking, and timely follow-up on outstanding balances, so you get paid faster and always know who owes what.
“Lever helps us handle our bookkeeping and tax processes so we can focus on growing our core business. Working with Lever has been a seamless experience - they are responsive and proactive, and I feel like I have an in-house finance and accounting team who truly understands our business. If you’re looking for a modern accounting and tax solution that provides an expert-led team paired with the efficiency of modern tools, I couldn’t recommend them more.”
Aaron Kirsch
Founder & CEO, Zonagent
“Couldn’t recommend Lever Accounting enough! As a business owner hiring the person to manage your money is intimidating, but Sam’s communication and dedication to my business is not something I could find in another firm. Incredibly trustworthy and prioritizes transparency. 10/10”
Annie Bogart
Founder, Grains of Salt
“Customer of Lever Accounting here. Organized, clear, bias towards action, high fidelity… exactly what we need.”
Joe Davis
Founder & Co-President, Vendini
Who we are
A modern firm built for owners
Lever Accounting was built to be the finance and accounting function growing companies don’t have time to build themselves. We bring the rigor of Big 4, private equity, and investment banking experience to small and mid-market businesses.
One team handles your books, taxes, and forecasting, so you have accurate numbers, clear reporting, and a partner who knows your business.
Headquarters
Prairie Village, KS
Serving clients nationwide
Institutional Experience
Big 4 Accounting · Private Equity · Investment Banking
Credentials
Licensed CPA
IRS-authorized e-file provider
Meet the founder
Sam Pottenger, CPA
Sam founded Lever Accounting in 2026 out of a passion for helping entrepreneurs build and grow successful companies. His vision is to provide institutional-grade accounting and finance support to small and mid-market businesses, providing the financial visibility, rigor, and strategic insight typically reserved for larger organizations. By serving as an extension of his clients’ teams, Sam empowers business owners to focus on growing with confidence.
Prior to founding Lever Accounting, Sam was a member of the investment team at Great Range Capital, a lower middle-market private equity firm, where he evaluated new investment opportunities and worked alongside portfolio companies to strengthen their accounting and finance functions. Previously, Sam was an investment banking analyst at Jefferies in New York City and began his career in public accounting at KPMG.
Sam is a licensed CPA in Kansas and Missouri. He graduated magna cum laude from the University of Missouri with bachelor’s and master’s degrees in accounting. During his time at Mizzou, he served as a graduate teaching assistant and worked part-time at a local CPA firm.
Sam lives in Prairie Village, Kansas, with his wife and son.
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Common questions
Who does Lever Accounting work with?
We work with entrepreneurs, small and mid-market businesses, and private equity sponsors and their portfolio companies. Our clients are typically growing companies that need a reliable finance and accounting function without building one in-house.
What services does Lever Accounting provide?
Bookkeeping, tax preparation and planning, fractional CFO services, payroll and payroll filings, accounts payable, and accounts receivable. Many clients use us for several of these, so one team handles their books, taxes, and forecasting.
Where is Lever Accounting located?
We are headquartered in Prairie Village, Kansas, in the Kansas City area, and we serve clients nationwide.
Is Lever Accounting a CPA firm?
Yes. Lever Accounting is led by Sam Pottenger, a licensed CPA, and is an IRS-authorized e-file provider.
How do I get started?
Call us at (913) 214-6348 or send a note through the contact form. We respond within one business day. After an initial conversation, we scope the work and send an engagement letter.
Contact
We work with entrepreneurs, SMBs, and capital sponsors. Whether you’re ready to get started or just have a few questions, send us a note and we’ll be in touch.
(913) 214-6348