We cut through the financial fog. Clear numbers, better decisions, real profit.
Most financial services just tell you what happened to your money last month. We show you how to make more of it next month.
Find where profits disappear
Proven strategies, not theory
Implementation that actually sticks
While others process your books and disappear, we roll up our sleeves and fix what’s broken.
Ready to see how we turn chaos into cash?
Data Clarity
Engaged Team
The Playbook
Financial Freedom
Most business owners are drowning in spreadsheets but can’t answer basic questions like “Am I actually making money?“
Our dashboards cut through the noise and show you what’s really happening with your cash.
Key Benefit: Stop guessing. Make decisions based on numbers that actually matter, not vanity metrics that make you feel good.
“I finally know where my money goes instead of wondering where it went.” – Sarah K.
Your team makes financial decisions every day, whether you realize it or not.
We teach them to think like owners so they stop bleeding your profits through a thousand small cuts.
Key Benefit: Turn every employee into a profit protector instead of an expense you hope pays off someday.
“My team now speaks money. They’re making smarter choices without me having to watch every dollar.” – Jack S.
Theory is cheap.
Our 450+ strategies have been tested in real businesses facing real problems.
We implement what works and trash what doesn’t.
Key Benefit: Get proven tactics that have already solved the exact problems crushing your margins.
“Three strategies, 12% profit increase. Finally, advice that actually works.” – Victor V.
Stop chasing revenue and start chasing profit. When you know your numbers, train your people, and implement strategies that actually work, you get what every business owner really wants:
•Profit you can predict and count on
•Cash flow that doesn’t keep you up at night
•Control over your financial future instead of hoping for the best
•Time to work on your business instead of drowning in spreadsheets
•A company worth something when you’re ready to sell
Ready to apply this formula to your business?
Data Clarity
Our dashboards provide clear, actionable insights to help you make decisions quickly without wading through endless details.
Train Your Team
We elevate your team’s capabilities, driving financial performance and aligning everyone with your goals.
The Playbook
With over 450 plays tailored to your business goals, we dive into your operations to dramatically improve profitability and cash flow.
Our founder, Colin, realized that most entrepreneurs love building products or driving sales but dread dealing with the financial side. Stuck in spreadsheets and QuickBooks, they’re not getting the breakthroughs they need. Even Colin, a financially focused entrepreneur, struggled to find a solution that added real value to his business.
He tried doing it all himself, hiring employees, using 1099s, and even working with small bookkeeping services and big firms. None of them delivered the results he needed. That’s why he started FinElevate – to let entrepreneurs offload the financial headaches and focus on their zone of genius.
At FinElevate, we don’t just throw big ideas at you. We get in the trenches with you, implementing changes that truly improve your business. You have so many things pulling at your focus, you deserve to spend more time doing what you love. Let us handle the finances so you can get back to what you do best.
Head on a swivel
Elevate with tech
Extreme ownership
Good with numbers
Servant leadership
Learn and grow every day
Colin started at 21 in a family business and quickly realized the business was a financial house of cards. Over several ugly years, he developed a passion for solving those profitability and cash flow problems and later scaled that business as owner and CEO. He reinvested profits from that first business to buy several other businesses and real estate. Along the way, Colin realized that no middle market or large business survives without mastering its finances, yet very few small business owners are financially focused. That realization led him to study every small business finance book he could find, complete several small business finance courses, including Strategic Finance at Harvard, and earn his Executive MBA from The University of Texas at Dallas.
Colin’s passion for connecting with and helping other entrepreneurs came from starting several mastermind groups and spending hundreds of sessions giving advice and support. Through it all, he became the go-to person in his circles for financial strategy and advice.
Those combined experiences led to the founding of FinElevate to deliver on his passion for helping small businesses elevate their finances. He lives in Raleigh, North Carolina, with his wife, Alison, a licensed social worker, and their three children.
Rachel brings structure, data, and automation to the FinElevate team. A certified Integrator/Director of Operations through Spyglass Academy, she specializes in creating efficient systems, data-driven decision-making, and team accountability. Prior to joining FinElevate, Rachel worked at a national TV advertising agency as the head of the media analytics department. There, she developed and automated a proprietary method of forecasting agency revenue. Before that, Rachel worked in nonprofit developing operating budgets and tracking success metrics.
A self-proclaimed finance nerd, Rachel has always been the person friends go to for financial advice and goal setting. She relishes being the translator between finance-speak and non-finance people. Rachel lives in Minnesota with her husband and their rambunctious toddler and twin babies.
At FinElevate, we provide fractional CFO services focused on clarity and profit growth. Our three-step process helps you achieve your business goals and boost profitability.
*FinElevate is not affiliated with EOS Worldwide. We run our business on EOS and we greatly admire the EOS community and like-minded practices.
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