About / Contact

What does Elevate Do?

Elevate Accounting and Consulting LLC (Elevate) is a consulting firm focused on providing fractional CFO/Controller services to small to mid-sized businesses who need guidance to grow or reach their business goals and potential. As small businesses grow, their finance and accounting functions must grow with it. Sometimes, hiring a full-time person in an accounting leadership role isn’t feasible or doesn’t make sense. Elevate can help by listening to your needs and providing a flexible plan that fits the business’ needs and budget.

Approach and Services

The types of services Elevate can provide include:

  • Financial Reporting

  • Projections and Budgeting

  • Business and Leadership Governance

  • Cash Flow planning for business or personal

  • General ledger and account organization

  • Assistance with preparation of monthly financials

  • Assistance with providing information to your tax preparer

  • Relationships with banking and finance

  • Due Diligence on merger and acquisition transactions

  • Internal Controls / Repeatable business processes

  • Pre-audit preparations

  • Experience with leading and using EOS

  • Special project oversight and execution

  • Financial software implementations

Elevate is easy to work with. Our core values are evident in everything we do, and we aim for a comfortable, trusting relationship with every client. Broad experience across various industries enables immediate value to your business. The firm takes a proactive approach in providing services that deliver value to clients above-and-beyond the numbers. We take a deeper dive into the numbers and provide consulting services, paired with unique ideas and strategies, designed to help our clients achieve their goals. We will establish a business relationship based on trust and being responsive to our clients’ needs.

What makes Elevate unique?

  • Over 20 years of experience being the financial and administrative leader for companies and partnering with their entrepreneur owners.

  • Over 13 years of experience in public accounting, from entry level staff to partner, serving small to mid-sized clients across several industries providing audit, tax, and consulting services.

  • We can adapt to the evolving needs of the business by doing limited focused projects or in-depth work within a long-term relationship. 

  • You are not locked into a full-time employment relationship whereby you are paying salaries and benefits year-round when a seasoned professional can be retained on a fractional basis.

  • We encourage the engagement of other professionals, such as your existing trusted CPA who has filed your tax returns for many years, your financial institutions and legal firms. It’s important to ensure your business has the right specialized expertise in place, and a fractional CFO/controller can help you partner with these resources to maximize value for your business.

Who we serve

Small to Mid-size businesses

  • Focused on clients in the Twin Cities and Central Minnesota area

  • Business owners who need assistance or direction with Leadership

Get in Touch

Let us know how we can support your business and help you achieve your financial goals. Don’t hesitate to reach out and discuss your specific needs with us.

david.elevate@outlook.com
(612)-209-8867

Let’s connect!