An empty conference room with a glass table, black chairs, and some notebooks and pens on the table, with a blurred cityscape visible through the window.

You're experts at building your business - let us handle the back-office complexities

About Us

At Elevate, we specialize in managing financial reporting and back-office operations, giving you peace of mind to focus on growing your business. With an experienced team and bespoke solutions, we deliver high-quality results tailored to your unique needs, including custom reporting and expert CFO advice. Our flexible, single-stop services are designed to align your financial operations with your vision for success.

Services

We provide a comprehensive suite of financial and operational services, offering clients the expertise and support of a full-service financial team. We work closely with our clients as trusted partners, embedding ourselves as an essential part of their leadership teams. Committed to each engagement, we meet regularly, collaborate directly with teams, and take a proactive, hands-on approach to drive success.

Chief Financial Officer

• Restructuring process advisory including legal, accounting and finance

• Capital raise support, sourcing of investors, and process assistance

• M&A advisory

• Strategic business advice

• Contract review and negotiation

• Insurance renewal optimization

• Accounting quality control, oversight, and review

• Board meeting attendance

Controller

• Financial statement analysis

• Internal control implementation

• Treasury management

• Audit and Tax Management

• Process optimization

Accounting & Bookkeeping

• Data entry recording revenue (A/R) and expenses (A/P)

• Bank transaction posting

• Credit card transaction posting

• Bank reconciliation

• Credit card reconciliation

• Balance sheet schedules and maintenance

• Financial statement reporting

• Sales tax reporting

• Payroll processing

• Tip reconciliation

Financial Reporting & Supply Chain Analysis

• Custom tailored reporting based on your specifications and needs

• Budgeting & forecasting

• Cash flow modeling

• Master distributor agreement negotiations & analysis

• Menu price analysis

• COGS analysis

Human Resources

• Compliance Support

• Onboarding & Offboarding

• Employee Files & Recordkeeping

• Payroll & Timekeeping Support

• Workplace Training

• General HR Advisory

Brand Management

• Marketing Communications Programming & Implementation

• Branding, Storytelling, PR & Message Development

• 3rd party delivery platform marketing & promotion management

• Social channel management

• Creative Project Management (website, ad campaigns, etc.)

• Content Conception & Direction

• Loyalty program optimization

• Marketing strategy ROI evaluation

Implementation Assistance

• POS implementation expertise / mapping

• Invoice approvals software implementation

• Expense reimbursement software integration

• Accounting software transition project management

Operational Consulting

• Standard Operating Procedure development

• Team training

• Delivery and food tech consulting

• Restaurant buildout support

• Hiring support

• Launch strategy support

Information Technology

• Build IT systems / infrastructure

• API integrations

• Execute physical build outs and installs

• Manage vendor relations & analyze cost

• Support store level operations (POS, printers, computers, etc.)

• PCI compliance

• Geolocation & geofencing assistance

See how we can elevate your reporting and strengthen your financial foundation.

Contact us today and let’s talk through what your reporting could look like.

Meet the Team

Our Clients

Conduït logo with purple text on a black background.
Logo for Ess-a-Bagel featuring green text and a smiling bagel character
Red logo for Freddy's Frozen Custard & Steakburgers with a stylized ice cream cone above the word "Freddy's" on a black background.
The word 'helaina' written in lowercase purple letters.
Logo for Heritage Grand Bakery with decorative border and crown-like symbols
Logo of Jersey Mike's Subs, featuring red and white text on an oval blue background with red and white border, and the text 'Since 1956' at the top.
Black background with silver text displaying KZ K Studio New York logo.
Blue banner with yellow sun icon and text that says 'Educational Arts Team'
A logo with a black circular background and white geometric shapes forming a symmetrical pattern.
Logo with shield emblem on the left and text 'Validation' with the partial word 'ValMSP' on the right.
Black and white sign reads 'Model Restaurant Group' in large font.
Music sheet showing the word 'mood' in musical notation with symbols for different moods such as happy, sad, and neutral.
Neato logo with a yellow smiley face and the word 'neato' in white on a black background.
Colorful geometric design with overlapping shapes in orange, pink, teal, and blue.
Sagamore Blue logo with white text on a black background.

Contact Us

We’re currently offering a free Financial Diagnostic for businesses looking to improve their accounting workflows and financial visibility. Our team will review your existing processes, identify bottlenecks and control gaps, and highlight opportunities to streamline operations, strengthen reporting, and improve cash flow management. If you’d like us to perform this diagnostic for your business, just mention it in the contact form.