Bea Levi

--Fractional CFO & Multi-Entity & Multi-Location Restaurant Finance Specialist/Tax Ready and Loan Ready Financials/Financial Infrastructure Solutions, Cash Flow Strategies, and Scalability

Mount Airy, Maryland, United States

About

With over 25 years of experience, I lead AMS Consultants, LLC, where our focus is on delivering tailored financial solutions for businesses seeking to build robust financial foundations and scale with confidence. Leveraging expertise in financial analysis, cash flow management, and KPI development, our team provides fractional CFO services and bookkeeping support to empower data-driven decision-making. My career spans private and public sectors, including financial leadership roles at multi-entity organizations. This has honed my ability to oversee complex financial operations, implement scalable financial systems, and support business growth. At AMS Consultants, LLC, we prioritize structured processes, compliance, and operational clarity to meet the unique needs of our clients.

Experience

  • President/Owner at AMS Consultants, LLC
    Apr 2005 - Present · 21 yrs 4 mos

    About AMS Consultants, LLC AMS Consultants, LLC is a trusted financial services firm dedicated to helping businesses build strong financial foundations and scale with confidence. We provide strategic, hands-on financial leadership and reliable day-to-day accounting support tailored to the unique needs of growing organizations. Our Services 🔹 Fractional & Outsourced CFO Services We deliver high-level financial strategy without the full-time executive cost. Our CFO services include financial planning & analysis, cash flow management, budgeting & forecasting, KPI development, strategic growth planning, and board/investor reporting. We help business owners make informed, data-driven decisions. 🔹 Bookkeeping Services Accurate, timely bookkeeping is the backbone of every successful business. We manage day-to-day transactions, reconciliations, accounts payable/receivable, payroll coordination, and monthly closings to keep your financial records clean and audit-ready. 🔹 Accounting & Financial Reporting From month-end and year-end close to customized financial statements, we ensure compliance, clarity, and accuracy. Our reporting provides the insight needed to understand performance, improve profitability, and support long-term growth. 🔹 Process Improvement & Financial Systems Support We streamline accounting processes, implement internal controls, and optimize financial systems to improve efficiency and scalability.

  • Finance Manager at Roggenart Corporate
    Sep 2023 - Feb 2026 · 2 yrs 6 mos

    Led financial operations for a multi-entity, multi-state restaurant group consisting of 12 operating locations and manufacturing division across 5 legal entities and 3 states. Oversaw full-cycle accounting, intercompany management, and complete financial reporting. Implemented structured financial controls to support scalability and was integral in the expansion from 3 operating locations to 12 locations in 2 years.

  • Bookkeeper Services at Jaybeetee, Inc.
    Nov 2021 - Feb 2023 · 1 yr 4 mos

    Bookkeeping Services

  • Chief Financial Officer at Cryo Associates
    Aug 2011 - Jan 2017 · 5 yrs 6 mos