FRACTIONAL ACCOUNTING, FULL TIME RESULTS.
We're flipping the switch on traditional accounting services to help
business owners see their finances in a new light.
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"Finding Elevate Financial is one of the best things to happen to us. They made transitioning to them effortless, are always available when we need them, and have gone above and beyond to set Tandem up for financial success."
"Working with Elevate Financial has really helped me to get insights into my business' financial position. I finally feel proactive vs. reactive, and know that I have the information that I need to make strategic business decisions when they arise."
"Matt and the team took on our books in a less than ideal state, and worked quick to get us back on track. The team cares about our long term success, and have been valuable in bringing forward useful insights and ideas to help us navigate our growth."
"Elevate is the perfect solution for small businesses who aren’t in need of a full in house finance team, but ready to take that next step of sophistication. We are pleased they are a key part of Talent Bureau’s evolution."
"Working with Elevate Financial has been transformative for our business. We were previously working with a fractional CFO team and a separate accounting team where there was a disconnect between the reality of the day-to-day business and the high-level financial planning we were doing. We choose to bring all services into one team with Elevate, connecting accounting and daily cash flow management more directly with CFO services and strategy and we couldn't be happier with the results! The Elevate team is a part of our team and an important partner in our growth."
"Matt and his team have been the single most helpful resource in the opening of our new business. Their expertise, dedication, and personalized approach are second to none. We can't imagine Friday Health without them"
"Elevate Financial has been the best investment we have made in Yard Athletics since opening our doors in 2020. Setting short, mid and long-term financial goals for our business has been instrumental in our growth."
"The Elevate team consistently provides valuable insights for our business. They're easygoing, great to work with, and always explain concepts in an approachable manner."
"Elevate Financial has been a trustworthy and reliable team to work with."
"Matt and the team are great. They genuinely care and want to help the clients they support."
Without regular financial statements, you're forced to rely on gut feelings for critical decisions—don’t gamble with your business’s future.
Poor communication with your bookkeeper keeps you in the dark, holding back real business decisions and stalling your growth—stay informed, stay ahead.
One month you're in the loop, the next you're left in the dark—consistent updates are key to staying in control of your business.
Bookkeeping errors can drain your profits through missed deductions, filing penalties, and inaccurate financial decisions—don’t let simple mistakes impact your bottom line.
Dedicated accounting team that responds within 24 hours.
We believe in transparency. You will never receive a surprise invoice, and there are no hidden fees, ever.
We’re also a small business trying to grow. We get it.
We close your books by Day 15. Remove the guesswork on how your business is performing.
Making the switch is easy. We have a dedicated onboarding team that guides you through the transition.
Our goal is to build long-term relationships. We want to work with our clients for decades.
Response time
3–5 Days
24–48 Hours
Time to send proposal
7–14 Days
24–48 Hours
Onboarding process
15–30 Days
<14 Days
Regular meetings + check-ins
Cash flow reports + projections
Every business is unique. Request a free strategy session to discuss your organization's financial needs and goals.
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