SERVICES
Financial operations built around your business.
Elevate Ops provides the financial infrastructure growing businesses need—from disciplined bookkeeping and payroll management to reporting, financial operations, and forward-looking support.
Start with the level of support you need today. Add sophistication as your business grows.
EVERY ENGAGEMENT STARTS HERE
Elevate Launch
Before we manage your financial back office, we make sure it's built on solid ground.
01
ASSESS
Review the books, chart of accounts, workflows, payroll environment, reporting, and existing financial processes.
03
CONFIGURE
Establish the appropriate QuickBooks Online environment, reporting structure, integrations, and financial workflows.
02
CLEAN UP
Identify and resolve historical bookkeeping issues that would prevent accurate ongoing reporting.
04
TRANSITION
Complete the first Elevate Ops close and transition the business into its ongoing service model.
Elevate Launch is scoped and priced separately from ongoing monthly service. The investment depends primarily on the condition of the existing books, complexity of the financial environment, and amount of remediation required.
FOUNDATION
Keep my books right.
For businesses that need reliable books, a disciplined monthly close, and financial statements they can trust.
A typical engagement often looks like:
ONGOING FINANCIAL OPERATIONS
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Monthly bookkeeping
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Bank and credit-card reconciliations
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Transaction categorization and review
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Month-end close
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Chart-of-accounts maintenance
-
Year-end support and CPA coordination
MONTHLY DELIVERABLES
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Profit & Loss Statement
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Balance Sheet
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Cash Flow Statement
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Monthly close confirmation
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Financial reporting package
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Identified bookkeeping issues requiring owner attention
Best fit: Businesses that primarily need accurate books and reliable monthly reporting but continue to manage payroll and other financial operations internally.
MANAGED
Run my financial back office.
For growing businesses whose financial responsibilities have expanded beyond bookkeeping—and whose owners are ready to stop coordinating the pieces themselves.
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A typical engagement often looks like:
ONGOING FINANCIAL OPERATIONS
Everything in FOUNDATION, plus
-
Payroll management
-
A/R & A/P oversight
-
Financial workflow management
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Enhanced management reporting
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KPI tracking
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Ongoing financial process improvement
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Monthly financial review
MONTHLY DELIVERABLES
Everything in FOUNDATION, plus
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Management reporting dashboard
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KPI summary
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Payroll oversight and coordination
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A/R & A/P status reporting
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Financial operations review
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Monthly owner review meeting
Best fit: Growing businesses that want Elevate Ops to take ownership of the recurring financial back-office process—not simply keep the books.
STRATEGIC
Help me manage where we're going.
For businesses that have reliable financial operations in place and need greater forward-looking visibility, planning, and decision support.
A typical engagement often looks like:
ONGOING FINANCIAL OPERATIONS
Everything in MANAGED, plus
-
Annual budgeting
-
Cash-flow forecasting
-
Enhanced KPI management
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Budget-to-actual analysis
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Scenario analysis
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Financial modeling
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Forward-looking management insight
MONTHLY DELIVERABLES
Everything in MANAGED, plus
-
Updated cash-flow forecast
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Budget-to-actual reporting
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Enhanced KPI dashboard
-
Scenario analysis as needed
-
Strategic financial review
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Periodic planning sessions
Best fit: More complex growing businesses whose owners need financial information not only to understand what happened—but to help decide what happens next.
COMPARE
SERVICES
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Monthly bookkeeping
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Reconciliations & close
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Financial statements
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Payroll management
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A/R & A/P oversight
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Management reporting
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KPI tracking
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Monthly financial review
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Budgeting
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Cash-flow forecasting
-
Scenario analysis
-
Strategic planning support
FOUNDATION
✓
✓
✓
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MANAGED
✓
✓
✓
✓
✓
✓
✓
✓
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STRATEGIC
✓
✓
✓
✓
✓
✓
✓
✓
✓
✓
✓
✓
*typical engagements
all engagements are customized to each individual business' needs.
PRICING
Built around complexity—not a generic package.
Monthly pricing is based on the level of support required, transaction volume, payroll complexity, number of accounts, financial workflows, reporting needs, and overall complexity of the business.
FOUNDATION
Typical Range
$500-$1000
monthly
MANAGED
Typical Range
$1000-$2000
monthly
STRATEGIC
Typical Range
$2000+
monthly
Every prospective client receives a specific engagement proposal after an initial consultation and scope review.
Elevate Launch
Quoted as a separate one-time engagement based on cleanup and onboarding requirements.
CLEAR SCOPE. CLEAR EXPECTATIONS.
Know exactly what you can count on.
Every Elevate Ops engagement is built around a clearly defined scope of services, responsibilities, deliverables, and reporting cadence. Before ongoing service begins, we’ll establish what Elevate Ops manages, what remains with your business, and how we’ll work together—so there’s clarity from day one.
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Our focus is your ongoing financial back office. Elevate Ops does not provide tax preparation, tax or legal advice, audit or assurance services. When those needs arise, we’ll work alongside your CPA and other professional advisors to help keep the financial pieces coordinated.
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The goal is simple: clear ownership, reliable processes, and no uncertainty about who is responsible for what.