Expert Bookkeeping That Keeps You In Control & Confident!
Gain financial clarity with accurate books, giving you the freedom to confidently focus on business growth.
Introducing: The Empower & Grow Elevate Program
You’ve built something great—and you’re not slowing down. But the bigger your business gets, the harder it is to keep your books clean and your cash flow predictable. The pressure builds. You start second-guessing your numbers. Important financial decisions feel foggy. That’s when you know it’s time to elevate your bookkeeping—and your peace of mind.
Elevate isn’t just a service. It’s a partnership. One that delivers rock-solid numbers, thoughtful support, and the clarity to move forward with confidence.
Maybe you've outgrown basic bookkeeping or feel unsure about your current financial accuracy. You want reliable monthly reports, clear insights, and peace of mind—without the stress of managing it all yourself.
It's built specifically for service-based businesses with up to $1.5M in annual revenue who are ready for dependable, high-quality financial support.
Elevate goes beyond basic bookkeeping, providing you with precise, organized, and professionally managed books each month. With Elevate, you'll enjoy financial clarity, empowering you to make confident business decisions.
Elevate Bookkeeping – Comprehensive Financial Clarity
Done-for-You Bookkeeping:
Weekly categorization and reconciliation of your transactions, including monthly bank and credit card reconciliations to ensure financial accuracy.
Monthly Report Package:
Includes an Income Statement (Profit & Loss), Balance Sheet, Cash Flow Statement, and monthly insights into your financial health, providing a clear and comprehensive monthly financial overview with recorded video commentary.
Priority Client Portal Support for Quick Questions:
Get support for financial queries and report clarifications via your Client Portal, with a response time of 1 business day.
Monthly Review Sessions:
Monthly 45-minute calls to dive deeper into your financial situation, offering personalized insights, discussing progress, and strategizing improvements to ensure your business stays on track.
All for just $2,000/month.
Special Features Included with Elevate:
- Complimentary Access to Journey Program: Including valuable financial tools, templates, and supportive community resources.
Who Is Elevate Perfect For?
- Service-based business owners with up to $1,500,000 in annual revenue.
- Business owners who want accurate, professional bookkeeping without the stress of doing it themselves.
- Growing businesses ready for reliable monthly financial clarity.
- Entrepreneurs who value precision, organization, and financial confidence to support business decisions.
Your Seamless Onboarding Experience:
Getting started is smooth and straightforward:
- Immediate Welcome Email: Clear instructions and onboarding details.
- Personalized Onboarding Session: A one-on-one meeting to understand your business needs and set expectations.
- Efficient Setup: Smooth integration of your financial systems and processes.
- Monthly Professional Management: Consistent, expert handling of your bookkeeping each month.
- Supportive Check-ins: Monthly review sessions and ongoing access to resources and guidance.
You'll have everything you need to feel confident and supported in your financial journey.
Frequently Asked Questions (FAQ):
Do I need a long-term commitment?
Elevate offers flexibility with month-to-month service—no long-term commitments required.
How quickly can we start?
Setup usually takes about two weeks following your initial onboarding call and the receipt of your account details.
Which accounting tools do you use?
We primarily use Xero, QuickBooks Online, HubDoc, and integrate seamlessly with the Gusto payroll platform.
Will I have regular access to Stacy?
Yes, monthly review sessions and direct messaging support ensure you're always well-supported.
Ready to Elevate Your Business?
Step into financial clarity, confident decision-making, and business growth today.