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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


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