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.

QuickBooks Updates & Bookkeeping

• Update to QuickBooks Online Weekly
• Categorize Transactions Weekly
• Record Cash Deductions Monthly
• Reconcile Bank & Credit Card Accounts Monthly
• Reconcile Asset & Liabilities Accounts Monthly
• Reconcile Due To/From Accounts Monthly

Monthly Reporting Packages

• Profit & Loss Year to Previous Month
• Profit and Loss Previous Month
• Balance Sheet as of Last Month
• Statement of Cash Flows for Last Month
• Accounts Receivable Aging Summary
• Accounts Payable Aging Summary
• Comparison to Previous Period by %
• Custom Reports per Agreement

Consulting Meeting

• Monthly Check-In Meetings

CPA-Prepared Tax Returns

• Business Tax Filing
• Personal Tax Filing

Customer Support

• Unlimited Email and Phone Support
• Full QuickBooks Online Support