Services
Who We Are
Finance Management & Consulting enabled by Artificial Intelligence
Elevate is one of the fastest-growing technology and AI enabled finance management and consulting firms in the US. With a dedicated team of 15 US-based employees, including fractional CFOs and finance consultants, we specialize in building strong financial foundations for businesses. From startups to hundred-person teams, we work with a diverse range of clients to develop tailored solutions and drive financial success.
Partner with Elevate
At Elevate, we understand the challenges facing growing businesses and we offer services to meet their needs
Build financial systems, strategies and models that increase cash flow, improve profitability.
Chart your company’s course with accurate forecasts and budgets. We build this block-by-block, from revenue to net income.
Establish the financial infrastructure and hygiene that’s poised for growth and impresses investors.
Making the Experience different
Techonology, Experience, & Scalability at our Core
Elevate stands out as the most tech-forward financial management and consulting firm, boasting an unbeatable combination of finance experts and a top-notch AI enabled financial systems. This synergy results in deep integrations with your existing tools and a seamless platform for comprehensive oversight.
Our experience sets us apart, trusted by hundreds of companies for our role in helping numerous startups achieve remarkable success. We grasp the unique challenges inherent in business growth and possess the expertise to guide you towards your goals effectively.
Elevate is one of the most scalable option available, catering to both tiny startups and large corporations. As your needs evolve, we remain your enduring partner, ensuring that your financial requirements are always met.
Elevate Main's Process to Make It Work
We learn your business and develop solutions that leverages our experience and technology to address your unique needs.
We act as your finance partner, deliver periodic reports and ensure you understand how to use the insights they contain.
As your needs change, we adapt your finances to ensure it remains your competitive advantage.
Client Success
Join the clients who have Experienced Elevate Main's Difference
Elevate has proven to be a truly invaluable service. The amazing responsiveness and delivery of guidance and time-sensitive financials demonstrate an impressive care and commitment regarding our business. Elevate has been a game-changer and an enabler of success and growth.
We know we have our finances covered with Elevate. They are hands on and make our month close easy. You get a team who provides guidance on best practices, and you spend a fraction of the time you would on this work otherwise.
Our package with Elevate is exactly what we wanted and what we needed — no BS, no fluff. Elevate’ s services are straight to the point and the team is so pleasant to work with. As a small business and a startup, that’s what you really need.
Trusted by Businesses like yours
See what Elevate can do for You
Common Questions
Q&A's - Frequently Asked Questions
You should outsource CFO services in two situations:
- If you are a small, growing business where you don’t have many needs or ability to pay for a full-time CFO, or
- If you are a large business that only needs CFO services occasionally.
Our team will set up a call to discuss what fits your business needs and answer any questions. After you sign up, our CFO team will further scope out the details of supporting your financial needs and timelines during a kickoff call. Our goal is to deliver robust financial analysis and expert support to unlock growth for your business.
Yes, Elevate can break out revenue and costs in your P&L by product line and/or channel. Depending on the degree of granularity you’d like to capture, we recommend doing this in the P&L itself for simpler break-outs (e.g., revenue by channel) and via a detailed KPI dashboard for more complex analysis (e.g., monthly profitability by SKU).
Yes, we offer KPI tracking and dashboards through CFO Services. For Consumer & Retail clients, our CFO Services team typically helps track KPIs such as marketing metrics throughout the customer funnel, LTV/CAC, inventory turns, and profitability across the product portfolio.
Yes, Our experienced CFOs and consultants can assist with strategy, pitch narrative and deck development, financial and market analyses, and more.
Financial planning and analysis (FP&A) is the process of budgeting, forecasting, and analyzing financial data to inform business decisions. FP&A provides insights into an organization’s performance and helps leaders strategically plan for growth and optimize spending. Effective FP&A is crucial for managing costs, mitigating risks, capitalizing on opportunities, and driving business value.
Elevate accelerates FP&A process implementation through flexible solutions that integrate easily with existing tech stacks. Our experts provide hands-on guidance to ensure a smooth transition, filling immediate bandwidth and skill gaps in data analysis, financial modeling and more to provide instant value.