About

About LevelUp Advisory

We believe that every business, regardless of size, deserves access to top-tier financial expertise. Our journey began with a simple yet powerful realization: many early-stage businesses overlook the critical role of finance in their success, often due to limited resources preventing them from hiring a full-time CFO. This insight fueled our passion to bridge this gap by offering fractional CFO services that are both accessible and impactful. Our mission is rooted in trust, integrity, and a deep commitment to our clients’ growth. We’re not just advisors; we’re partners on your journey, bringing a human touch to financial management, and ensuring your business thrives and prospers.

Since our inception, we’ve been dedicated to providing exceptional financial guidance, offering bespoke solutions tailored to each client’s unique needs. We’ve accumulated a wealth of experience, partnering with startups and established companies alike to drive growth and maximize financial efficiency. Our journey has been defined by a relentless pursuit of excellence, delivering impactful results, and building lasting relationships with our clients. As we look to the future, we remain dedicated to our founding principles of integrity, innovation, and client-centricity, continuing to elevate businesses to new heights

Meet Our Founder

Shirah Wercberger, CPA

FRACTIONAL CFO & FOUNDER

Driven by a passion for helping companies achieve their full potential, Shirah founded LevelUp Advisory in 2019 to provide strategic financial leadership to early-stage businesses. With over 20 years of hands-on experience in finance and operations leadership, she has worked in both private and public markets across e-commerce, biotech, professional services, and technology sectors.

Shirah is a growth-focused CFO with a proven track record of maximizing profitability and driving sustainable growth. She is passionate about building world-class finance teams and leading with data, bringing financial analytics to the forefront of business operations to enable superior decision-making outcomes. Her people-first approach makes her a trusted and vital parter to her clients and their teams.

Shirah has helped her clients get crystal clear on strategy, become hyper-disciplined on costs, identify high-ROI initiatives, unlock new revenue streams, and achieve meaningful tangible results.

Shirah is also dedicated to supporting small business entrepreneurship in her community and regularly volunteers her time to foster financial literacy initiatives in underserved communities.

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