Acccounting Services

You’re growing your business and planning for the future. Our trusted accounting services provide solutions to help you achieve your financial goals.

ELEVATE’s vision is to help you to go beyond compliance, and help you to achieve your financial goals, so that you can get back to what you do best. Our team of highly-qualified accountants and bookkeepers are educated and trained to provide you with your accounting needs, manage the complexities of compliance, and help you get closer to your goals.

We focus on helping you set and achieve your financial targets, helping to ELEVATE you to your personal and professional goals. Our accounting services and processes are designed to focus on your goals.

The following accounting services can be used individually or in combination with others. We’ve also designed business packages, intended to help you most, based on the stage of your business.

Accounting Services

STRATEGIC ACCOUNTING Advisory

Our Business Advisory Services go beyond goal setting. We work with you to set meaningful objectives, design strategies, and implement tactics that will bring you closer to your financial goals. We meet on a quarterly basis to review reports, track your progress, and make adjustments as needed. 

Learn more about our Strategic Accounting Advisory Services

Startup Financial Coaching

You’re going to accomplish big things, and you’re just getting started! We can help guide your financial decisions, helping to ensure that your finances work for you! Whether you’re looking at structuring or restructuring options (such as sole proprietorship, S Corp, LLC, etc.), looking for ways to reduce expenses, trying to increase cashflow, lowering your taxes – or any other financial questions, we can help guide you to make the best decisions to help you grow your company.

Virtual CFO

When you need a financial partner to help you with some of the larger-scale financial activities such as financial planning, managing risk, while managing your finances and reporting, ELEVATE can act as your Virtual CFO.

When you take advantage of our Virtual CFO Service, you have a partner to help guide your business to financial success. You’ll have a single point of contact for all of your financial services and questions. If your business is growing, but you can’t afford a full-time CFO, our Virtual CFO Services will give you exactly what you need!

Financial Statements

There are a number of reasons that you may require financial statement services. You may need to show financial statements to a financial institution to finalize a loan. Or, you may need to show financial documentation for a purchase. Whatever the reason that you require financial statements, we can provide timely, accurate, professional financial statements for you.

We understand the requirements of preparing financial statements, and can work with your partners to ensure that they are handled professionally.

Bookkeeping

As your company grows, so do your needs to track your finances accurately. You may not have your own internal accounting staff, you may have outgrown your previous accounting systems, you may be close to outgrowing your current financial systems, or you may be looking forward to growth. Whatever the reason, you can rely on us as your bookkeeping partner.

payroll

Having Elevate CPA as your payroll partner removes the burden of maintaining your own payroll systems and processes. We keep your payroll information up to date and always ensure that you are in compliance with the most recent tax changes and requirements. Reduce your overhead, remove the need to hire specialized employees, and have confidence that your payroll is accurately and professionally managed. 

Sales Tax

Sales tax compliance is a pain point for many small business owners. We can manage sales tax for you – saving you time and helping you focus on growing your business. We stay current on sales tax regulations, keeping you current. Whether you have a ecommerce business, a brick and mortar business, or both – we can manage your sales tax for you.

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