Elevate Financial Group
Frequently Asked Questions
You’ve got questions, We’ve got the answers. Take a look below, or contact us to get the help you need.
This depends on transaction volume, and Company complexity. Core and Standard offerings range from $700 to $2,000. The Premium offering is custom based on monthly expense volume and revenues.
Yes! Initial bookkeeping set-up, bookkeeping flow, and setting goals is crucial in the beginning stages. You need a strong foundation to build your business on, and bookkeeping is an integral component.
We recommend monthly bookkeeping. Some small businesses will do annual/year-end bookkeeping but we do not recommend this strategy.
You’ll need to assess your business needs, as all companies function in unique ways. However, Elevate Financial is equipped with the expertise and experience to handle any volume or complexities. Plus, outsourcing these services save businesses 40% annually.
Fractional CFO FAQs
Fractional CFOs provide the highest level of strategic advisory for our clients. They help businesses where they need help the most, which can range from cash flow management to forecasting and budget creation, and even reporting to investors. They are your dedicated finance resource to support growth and financial stewardship. All at the fraction of the cost of an in-house CFO.
Yes! This is one of our favourite areas to spend time on. Cash flow is crucial for any small businesses. We’ll help create cash flow projections to ensure your short-term decisions are aligned with your long-term goals.
As often as you like! We’re your dedicated finance resource.
This depends on the size and complexity of your business.
But our fees range from $1,500 – $4,500 monthly depending on these variables!
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.
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!
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.