elevate consulting group

Automated Accounting, Creative Consulting, Strategic Solutions

Smooth communication between your bookkeeping team, CPA, Financial Advisor and Strategic Consultant.

Why Elevate

We strive to provide every individual we encounter with financial knowledge to achieve their version of financial freedom. Through education, resources, and tax planning we set our clients up for financial longevity. Working hard, working together, that’s Elevate.

meet team elevate

"Elevate Financial Services has helped me clear up and make sense of where my money was being allocated. I completely understand now and would give them a 10 out of 10. I will continue to do business with Elevate because communication is clear and there is a friendly, welcoming work environment that allows me to ask any questions I may have."
Arete Athletics
Athletics Company
"Elevate Financial Services was able to identify cost savings opportunities for my business. Additionally, what stands out to me is the way the staff collaborates amongst themselves to get the job done. I will continue to do business with them as the professionalism, knowledge, and courtesy of the staff at Elevate are impeccable."
Krayer Consulting
Consulting Business
"We reached out to Jayme and her team at Elevate to help us get our books straightened up from when we opened our fitness center. We needed our books straightened and classified as well as the numbers to be reconciled for quite some time. Elevate stepped up to the challenge."
Vision Plus Fitness
Fitness Center
"Elevate has brought me up to date in my books and I am very satisfied with their service. I will continue to do business with Elevate as they are doing a very good job. I am really happy that now I have specific categories and everything is in its place. They are a bookkeeping company that couldn’t do any better!"
JCF Carpentry Contracting
Construction Business
"Elevate really helped with the organization of the company. We needed someone to organize and show us our month-to-month balance sheet. They did this, and more, and we will continue to work with them. I really like the professionalism of the staff as well. They have really done a great job."
Enaval Services
Painting Company
"I am very satisfied with Elevate Financial Services as they have really assisted me in getting organized. I have continued to do business with them monthly and will continue to do so. What made me really happy about working with them is they truly listened to my needs and as they set up my bookkeeping I felt lighter."
Capasso Pest Control
Pest Control Company
"We came to Elevate very unorganized. They helped us with our tax problems, helping us to get it all organized and filed 100%. We will continue to do business with them monthly. They have taken all our bookkeeping needs off our plates so we can do our business. They are easy to work with as they are high energy, supportive, and keep us organized."
Precision Vinyl Works
Car Detailing
"I'm thrilled with Elevate! As a busy small business owner, I had no time for accounting. Elevate made it easy by taking care of everything. Their accurate monthly reports have reduced my stress and I can focus on my business. I'll continue to rely on Elevate for all my business needs."
Dogtopia of Valley Forge
"Elevate helped us switch from QuickBooks Desktop to QuickBooks Online. They provided training and excellent customer service, and now manage our bookkeeping and catch any errors. We receive monthly reports to track our business performance. Elevate's services are worth the cost, and we appreciate their ongoing customer support and training."
Cooper Roofing Corporation
"When I came into my project closeout meeting, Elevate had set up my business in QBO and it is the best! They are knowledgeable and were able to explain it to me so that I could understand it and develop a strategy.  I will continue to use them and am very happy."
Casa Ancora Home Decor
"I am very satisfied with EFS as they have taken the books, payroll, and taxes off our plate. We will continue to do business with them.  The staff are super great to work with.  There is nothing they can do better.  We are very happy."
B T Electrical Services INC
"I had trouble keeping up with my accounting work for my business. Elevate helped me by getting QuickBooks up and running for me to interface with my Point of Sale system. I now plan to use Elevate for all my bookkeeping needs. Thanks to Elevate, I no longer have to worry about setting aside time monthly and at the end of the year to close out my books."
Alpha Zulu Sports
"Elevate is currently assisting my company with our bookkeeping. Everything has been great, they are knowledgeable, responsive, and eager to assist in any way possible. I will continue to do business with Elevate on a monthly basis.  What I like best about Elevate is that they are a local business that I can meet with in person on a regular basis to review our finances."
Strategic Alliance Staffing Solutions

All-Inclusive Monthly Packages


Are you in the beginning stages of starting your business adventure? The Exploration Package creates a strong financial foundation for your business’s future, without breaking the bank. This package is best for companies with $50K to $500K in annual gross income.

Starting at $775/Month


The Expedition Package is best for midsize businesses with $500K to $10MM in annual revenue. This inclusive accounting package gives detailed attention to all accounting needs, while also allowing for a lower price point.

Starting at $2,150/Month


The Everest Package provides the most elevated and inclusive level of service to support businesses with anywhere from $10MM to $50 MM in annual revenue. Elevate’s hands-on financial support allows our clients to grow and maintain, without the cost of hiring in-house.

Starting at $4,550/Month

Let's Connect

Give us a call, see what we’re about and what we can do for your specific situation.