Improving your finances is our top priority!
Fractional CFO Services
Bookkeeping Services
Financial Reporting
Budgeting & Forecasting
Some Of Our Award Winning Clients
Service Packages
Core
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.
- Dedicated Accountant on your team.
- Accrual Accounting.
- Monthly Financials
[P&L & Balance Sheet]. - Customized KPI Dashboard.
- Annual CFO Review.
Support:
- Unlimited Bookkeeping
.
Standard
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.
Everything in Core plus:
- 15 Day Monthly Financial Close.
- Expense management.
- Payroll.
- Quarterly CFO review of KPI Dashboard.
Support:
- Unlimited Bookkeeping.
- Two 30 min. calls/month with dedicated CFO.
Premium
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.
Everything in Standard plus:
- Bill pay services [Accounts payable management].
- Chart of Accounts Customization.
- Forecasting & Budgeting.
- Monthly CFO review of KPI Dashboard.
Support:
- Unlimited Bookkeeping.
- Dedicated CFO.
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.
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 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
If you’ve been trying to do your finances by yourself, you don’t know what you’re missing. Elevate Financial has massively improved the efficiency of our processes, and has been a crucial partner in our rapid growth.
