Business Details
Your Trusted Partner for Accounting Services
At Elevated Advisory & Accounting, we empower clients to rise higher through a people-centric approach to financial stewardship. Our team delivers tailored bookkeeping, payroll, and business consulting services designed to meet businesses where they are while guiding them toward strategic growth. With expertise in fractional controller and CFO services, we provide accurate cash flow projections, industry-specific KPI insights, and customized financial dashboards that enhance decision-making. Our commitment to integrity and transparency is reflected in our collaborative partnerships, where we prioritize understanding each client's unique needs through discovery sessions and personalized strategy refinement.Backed by a team of certified professionals with decades of combined experience in tax, audit, nonprofit finance, and corporate accounting, we ensure meticulous financial reporting, optimized cash flow management, and robust internal controls that mitigate risks. Clients consistently highlight our responsiveness, deadline adherence, and ability to transform complex financial challenges into actionable solutions that drive measurable results.
Services
Fractional CFO
Payroll Processing
Bookkeeping
Business Consulting
Financial Reporting
Highlights and features
- We implement rigorous financial reporting processes that enhance credibility and investor confidence.
- Our proactive cash flow management strategies ensure business liquidity during seasonal fluctuations.
- Tailored internal control systems mitigate fraud risks and streamline audit compliance.
- Fractional controller services save 30% in staffing costs compared to full-time CFOs.
- Strategic financial partnerships provide ongoing, personalized guidance aligned with business goals.
What people say
Knowledgeable, eager to help
Respond quickly
Trusted partner
Financial clarity
Deadline adherence
Services
Fractional CFO
Our Fractional CFO services deliver strategic financial leadership through cash flow forecasting, budget analysis, and growth planning. We implement rigorous reporting processes that enhance investor confidence while optimizing liquidity through proactive management strategies. Clients benefit from tailored financial controls and cost optimization initiatives that improve profitability margins by up to 12%.
Payroll Processing
We streamline payroll operations with accurate tax calculations, direct deposit implementation, and regulatory compliance. Our system ensures timely employee payments while maintaining meticulous records for audits. Services include W-2 preparation, independent contractor tracking, and quarterly tax filings that reduce administrative burdens by 30%.
Bookkeeping
Our bookkeeping solutions feature transaction entry, bank reconciliation, and accounts payable/receivable management. We utilize advanced software for real-time financial tracking and customized reporting that improves budget accuracy by 25%. Services include invoice creation, expense categorization, and industry-specific financial dashboards for informed decision-making.
Business Consulting
We provide targeted business consulting for organizational optimization, including employee structure analysis, job costing strategies, and compliance guidance. Our consultants develop customized budgets and visioning plans that align financial operations with long-term business objectives, improving operational efficiency by up to 20%.
Financial Reporting
Our financial reporting services include balance sheets, income statements, and cash flow analyses with quarterly performance reports. We create customized dashboards that track KPIs specific to your industry, improving financial transparency and decision-making capabilities through detailed, real-time data visualization.
People
Sarah Gould
CEO
Founder of Elevated Advisory & Accounting with 20 years of experience in tax, audit, and corporate finance. Specializes in strategic financial guidance for business growth and operational efficiency improvements.
Stephanie Rodriguez
Acct Specialist
Certified payroll expert with experience managing payroll for 31+ restaurants. Combines mathematical precision with small business operations knowledge to deliver efficient payroll solutions.
Jesse Beason
Acct Support Manager
Accounting professional with expertise in restaurant bookkeeping and higher education financial operations. Specializes in month-end reconciliations and client-focused financial reporting.
Rachel Freeman
Controller
Experienced controller with background in healthcare and RV dealership financial operations. Provides strategic financial guidance and customized reporting solutions for business growth.
Regina Schwartz
Lead Acct Specialist
CPA specializing in nonprofit accounting with experience supporting churches and mission-driven organizations through clear financial guidance and compliance management.
Questions
What accounting services do you offer?
We provide bookkeeping, payroll processing, financial reporting, fractional CFO/controller services, business consulting, and cash flow management tailored to client needs.
Do you handle tax preparation?
We focus on financial strategy rather than direct tax filing, but prepare year-end packages for CPAs and offer tax liability projections in CFO packages.
How are your services priced?
Pricing is customized based on business size, employee count, and service complexity, determined through personalized discovery sessions.
What industries do you serve?
We specialize in healthcare, real estate, construction, retail, and professional services with industry-specific financial expertise.
How do I start working with you?
Begin with a free discovery consultation by completing our online form to discuss your business's unique financial needs and goals.
