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Our business services

Improving your finances is our top priority!

Fractional CFO Services

End-to-end financial reporting, including budget preparations and forecasting, bookkeeping and controlling.
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Bookkeeping Services

Receive accurate and up-to-date records for audits and filings, and report to senior management with clean, actionable data.
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Financial Reporting

Preparation of management financial statements. We assist with working papers, memos, and all other needs required.
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Budgeting & Forecasting

Forecasting offers deliberate, actionable insights. We work with you to build your strategic plan, and ensure short-term decisions are aligned with long-term goals.
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Some Of Our Award Winning Clients

Client Plans

Service Packages


Are you just starting out? Then this may be the plan for you! Too many businesses are operating without the necessary financial transparency to "take action" in a timely manner. We're here to change that.
The Core Plan includes
  • Dedicated Accountant on your team.
  • Accrual Accounting.
  • Monthly Financials [P&L & Balance Sheet].
  • Customized KPI Dashboard.
  • Annual CFO Review.

  •  Unlimited Bookkeeping
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#1 Plan


Have you been in business a while? Waiting months for your financial statements? Noticing accounting errors that consistently appear? Our Standard plan allieves all your accounting pain.
The Standard Plan includes:

Everything in Core plus: 


  • 15 Day Monthly Financial Close.
  • Expense management.
  • Payroll.
  • Quarterly CFO review of KPI Dashboard.



  • Unlimited Bookkeeping.
  • Two 30 min. calls/month with dedicated CFO.
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Many small businesses recognize the need for a talented finance professional but can't attract, afford or manage one in-house. This is where our Premium plan shines.
The Premium Plan includes:

Everything in Standard plus:


  • Bill pay services [Accounts payable management].
  • Chart of Accounts Customization.
  • Forecasting & Budgeting.
  • Monthly CFO review of KPI Dashboard.



  • Unlimited Bookkeeping.
  • Dedicated CFO.
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30 day money-back guarantee

Our Guarantee

We’re the first accounting firm to do this (we think). And we’re super proud of it!

So, why are we offering guarantees?

Because we want you to make a fully informed decision, that’s all. The only way you can make a fully informed decision is on the inside, not the outside. So you get on the inside and see if everything we say here is true and valuable to you. Then, if it is, that’s when you decide to keep it. If it’s not for you, no hard feelings.

It’s challenging to make this decision right now for the same reason you don’t buy a house without first looking at the inside of it. And know this… whether it’s 29 min or 29 days from now…if you ain’t happy, I ain’t happy. For any reason whatsoever, if you want your money back you can get it because it needs to work for both parties.

What we do

Create long-term value with entrepreneurial intelligence! Providing you with guidance.

Matthew Tompkins

Founder & CEO Elevate Financial Group

Matt and the team at Elevate Financial Group are more than just our accountants and business advisors – they are our partners. They continually go above and beyond. I could not recommend them more!

Ilan Cumberbirch

Ilan Cumberbirch

Owner at Yard Athletics

If you’ve been trying to do your finances by yourself, you don’t know what you’re missing. Elevate Financial Group has massively improved the efficiency of our processes, and has been a crucial partner in our rapid growth.

Dane Stevens

Dane Stevens

President & Owner at Cavalier Gastown
Complimentary Consulation

Start With Elevate Financial Group

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