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Strategic Consulting

We work closely with clients to identify challenges, analyze problems, and develop strategic recommendations tailored to the specific needs of the organization.

Bookkeeping & Accounting

Our entire team is QuickBooks Online Certified and is ready to help streamline your personal and business accounting processes.

Tax Preparation & Filing

With our expert guidance, you can confidently manage your tax obligations, minimize liabilities, and make the most of available tax benefits.

Elevate's All-Inclusive Monthly Packages

Exploration

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 – 500K in annual gross income.

Starting at $775/Month
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Expedition

The Expedition Package is best for midsize businesses with 500k-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
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Everest

The Everest Package provides the most elevated and inclusive level of service to support businesses with anywhere from 10-50 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
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Add-On Services

$250 Set-Up Fee & $35 Per Run

Payroll

Financial Services Planner with Cash
$250 Fee Per 50 Bills

Accounts Payable

accounting numbers
$250 Fee Per 50 Invoices

Accounts Receivable

Entrepreneur analyzing financial report
$150/Month

Budget VS. Actual Reporting

Testimonials From Elevate Clients

“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.”

ATHLETICS COMPANY

Client

“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.”

CONSULTING BUSINESS

Client

“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. “

FITNESS CENTER

Client

“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!”

CONSTRUCTION BUSINESS

Client

“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.”

PAINTING COMPANY

Client

“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.”

PEST CONTROL COMPANY

Client

“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.”

CAR DETAILING AND TINTING COMPANY

Client
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