Better Business.
More Freedom.

We’re a Fractional CFO Service with a Playbook that Drives Better Profitability and Cash Flow

Why FinElevate

As a business owner, your focus should be steering your company to the next big thing, not getting tangled in the financial weeds. Your company needs a financial expert, but most owners don’t have the time or desire to become one.


Enter FinElevate.


Our FinScore dashboard seamlessly integrates with your accounting software, instantly demystifying your financials and revealing the precise hurdles that stand between you and increased profitability.  

Our Profit Playbook pairs with the FinScore dashboard to identify the to-dos with the greatest potential for your business. Its the strategic roadmap designed to supercharge your bottom-line growth.

What You Get

Data Clarity

Dashboards that empower decisions without digging into the details

Train Your Team

Elevate your team to drive financial performance

The Playbook

We work on your business to dramatically improve profitability and cash flow

Our Profit Playbook

Our FinScore Playbook is the cornerstone of our approach. It’s a systematic, data-driven method that evaluates your current financial situation, identifies areas for improvement, and creates a roadmap for your financial success.  

Along the way, we’ll train your team on the “why” behind our recommendations. We believe that businesses do better when the leadership team – and the entire organization – understand the foundations of profitability.  

goal

Step 1: GOAL

We need to know where you want to be in 3 to 5 years. Everything we do is built around this goal.

1-finscore

Step 2: FINSCORE

Next, we establish your FinScore - our proprietary method of evaluating the financial health of your business. This will help us target the areas of improvement that will work toward your goals.

3-playbook

Step 3: PLAYBOOK

The FinScore Profit Playbook puts our strategies into action. We work directly with your team to implement the profit tactics that improve the bottom line of your business.

4-elevation

Step 4: ELEVATION

Our clients achieve breakthrough levels of clarity and insights into their numbers. As we continue to execute profit-increasing strategies and coach your team, the business reaches new heights of stability and growth.

Profitability Services We Offer

You have sales and product experts in your business.  We are profitability experts.   

Your goals are our goals.  Most of our clients are seeking profitable growth that creates more cash as you scale.  

In addition, we help businesses: 

  • Understand and replicate revenue streams 
  • Maximize high margin revenue  
  • Remain profitable as they grow 
  • Evaluate decisions like when to hire 
  • Optimize their cash flow  
  • Prepare for exit 

Testimonials

Frequently Asked Questions

We’re more than your typical fractional CFO– we’re growth partners invested in your success. We identify where you are today, where you want to be, and implement a playbook to bridge the gap. Whether you want to grow, increase profitability, improve cash flow, or exit your business, we will help you get there. 

We’ve experienced it ourselves: a hot-shot CFO-for-hire comes in once a month, reads through your financial reporting, and gives you 1 or 2 high-level ideas that you have to find time to implement.  

FinElevate is different. You get access to an entire team that supports you throughout all levels of the organization. We dive deep into your systems to build tools, dashboards, and processes that make a real difference in your business.  

We don’t just look at the numbers on the back-end: we help you build a better company.  

Our founder, Colin, knows what it’s like to run a business. He got his start in a struggling family business at 21 and developed a passion for solving complex profitability and cash flow problems. Eventually, he completed a company turnaround as owner and CEO through significant financial improvements. That passion led him to start FinElevate. 

He also owns four businesses across the manufacturing, industrial distribution and services spaces.  He knows what it’s like to be in your shoes. 

That’s why we speak in simple terms that make sense to business owners, not complex accounting jargon and endless spreadsheets. We cut to the heart of what you need to know so you can make better, faster decisions and drive profitability in your business. 

Data Clarity + Train Your Team + Playbook Concept = More Freedom

The first step is to know where you’re at today. That’s why we prioritize your FinScore calculation from the beginning—it serves as your report card and diagnostic tool in one, showing you what your company is doing well and what could be better.

The FinScore keeps you, your team, and us on the same page about status and priorities. It also allows you a simplified financial lens to run your businesss through.

Absolutely! We guide you through what you need to know to run your business and handle the rest. We do the heavy lifting to improve your business, but you’ll learn from our perspective and playbook along the way. We’re 100% transparent about what we do and the tools we use. It’s your business, after all. 

We want to add VALUE to any conversation we have with you. We’ll get to know you, your business, and your goals. Our thought-provoking questions have helped owners clarify their objectives. As your growth partners, we need to understand your strengths, struggles, and vision for your business. 

If we’re a good fit and can add serious value to the financial side of your business, we’ll discuss the next steps for working together. 

Nope! We see ourselves as your financial partners. We won’t nickel and dime you or use “gotcha” contracts. We earn our keep month after month, ensuring a great partnership. 

Small Business Insights

18.5%

of small-business owners plan to change business strategies in the next six months

(Census Bureau)

As business owners look to remain resilient coming out of the worst of the pandemic, some are focusing on key areas of their business over the next six months: 20.2% plan to improve existing goods and services, 18.5% intend to shift business strategies, and 13.9% anticipate adopting or expanding use of digital technologies, Census Bureau data reveals.

82%

of small businesses fail because of cash flow issues

(Small Biz Genius & Fundera)

Cash flow is one of the biggest problems for small businesses. 29% fail simply because they run out of cash. A 2015 study showed that 27% of owners were not able to access the capital needed to continue operating their business. Many small businesses consider cash flow to be their biggest challenge.

42%

of small businesses fail due to a lack of demand

(Fundera)

Apparently, small businesses need to conduct deeper market research prior to starting. Why? Over 40% of them fail because there is no market need for their products or services. 19% say failure was due to being outcompeted” while 17% say it was because of their poor product offering. This lack of market demand could also be the 14% of small businesses that fail because of poor marketing.

23%

of small businesses fail because they don’t have the right team

(Fundera)

Almost one-quarter of failed small businesses attribute their demise to their teams. 23% say their business failed due to a lack of having the “right” team. Another 17% failed because they lacked a business model and 14% ignored their customers.

46%

are unsure whether their marketing strategies are working

(Keap)

Almost half of the small businesses marketing themselves are unsure whether their efforts are even working. 17% know they are not working. This supports the idea that marketing, especially digital marketing, is elusive to small businesses. Many owners reported their greatest challenge is getting a break from their business long enough to attempt marketing.

66%

of small businesses face financial challenges

(Semrush)

It’s quite common for small businesses to undergo financial challenges. What’s the most prominent financial struggle? 43% say that paying operating expenses is the toughest thing they face. The average cost of launching a retail business is $32,000, and store owners have reported they started with only $5,000 saved.