About Us
At Levenstein CPA, we help entrepreneurs and growing businesses take control of their finances, reduce complexity, and make confident decisions through high-level financial strategy.
As a bilingual, husband-and-wife CPA firm based in Salt Lake City, we bring a human approach to business finances — combining expert analysis, clear communication, and personalized support.
Our services are structured in three tiers, with our CFO-Level Tier offering the most value for scaling companies:
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Bookkeeping – Accurate, timely, and organized financial data
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CPA Services – Tax support, cost analysis, and monthly reporting
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Fractional CFO Services – Budgeting, forecasting, KPI tracking, business modeling, and strategic meetings
With Levenstein CPA as your Fractional CFO partner, you’ll gain the financial clarity to scale, optimize profit, and lead with confidence — without the cost of a full-time executive.
Let’s talk strategy. Schedule your free consultation today.
Meet Our Team
Adam Levenstein, CPA, MBA — Founder & Fractional CFO
Adam Levenstein is the Founder of Levenstein CPA LLC and a seasoned CPA and MBA with a proven track record of guiding businesses toward profitability and financial clarity. With experience leading finance teams and managing reporting at multi-billion-dollar companies such as Nu Skin and Appvion, Adam specializes in pricing strategy, P&L analysis, and data-driven decision making.
At Levenstein CPA, Adam partners with entrepreneurs and business owners to simplify financial complexity, build confidence, and drive sustainable growth. Known for his practical, results-oriented approach, he combines technical expertise with a genuine commitment to helping clients achieve their long-term goals.
Anika Bravo — Co-Founder, Owner & Marketing & Client Engagement Director
Anika Bravo is the Co-Founder and Owner of Levenstein CPA LLC, where she brings a global perspective and a dynamic leadership style to the firm. With a degree in Maritime and Port Administration from the Merchant Marine School of Peru, she has over a decade of experience in logistics, media production, and business operations.
At Levenstein CPA, Anika leads the firm’s marketing, branding, and client relationship strategies, ensuring that every interaction combines professionalism with a personal, welcoming touch. Fluent in English and Spanish, she plays a vital role in expanding the firm’s reach and building long-term client partnerships. Anika’s leadership blends strategic vision with empathy, making clients feel both understood and supported.
Services
Read MoreStrategic Financial guidance for growing businesses, forecasting, KPI tracking, & strategic meetings
