FAQs
If your businesss is in need of strategic accounting services or small businesss bookkeeping, you are probably wondering where to start and what you can expect during each stage of our process. Below you’ll find answers to some of the common questions.
If you can’t find the answers you’re looking for, schedule an appointment with us today, and let’s discuss how our accounting and bookkeeping services can elevate your businesss to reach your goals and beyond!
We’re more than accountants – 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 businesss, we will help you get there.
We go so much further than bookkeeping. Managing your inbound and outbound payments, vendor relationships, and closing the month quickly and accurately is only part of what we do.
We work to improve the financial health of your businesss. Once we understand your goals, we implement our proprietary tool, the FinScore, to understand the specific strengths and weaknesses of your financial wellbeing. With that information in hand, we begin to implement the FinScore Playbook, a list of over 450 tactics to improve every aspect of your financial health.
The day-to-day bookkeeping of your businesss is the perfect delivery method for improving your financial health.
Our founder, Colin, knows what it’s like to run a businesss. He got his start in a struggling family businesss 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.
FinElevate was founded by MBAs, not CPAs. We speak in simple terms that make sense to businesss 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 growth in your business.
Goal + FinScore + Playbook = Financial Elevation
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 walk you through what you NEED to know in order to run your businesss, and we handle the rest. We will do the heavy lifting to move your FinScore, but along the way, you will learn from our perspective and our playbook. We are 100% transparent about what we do and the tools we use. It’s your businesss, after all.
FinElevate proudly runs on EOS! Our startup businesss model was created on an EOS VTO document. Since then, we’ve been obsessed with crafting a businesss that supports the FInance Seat in EOS companies.
Our FinScore covers many EOS clients’ financial measurables, and we focus on FinScore improvements on a quarterly cadence.
First and foremost, we want to add VALUE to any conversation we have with you.
We’ll spend some time getting to know you, your businesss, and your goals. We’ve been told our thought-provoking questions have helped owners clarify their goals. And as your growth partners, we need to understand your strengths, your struggles, and the vision you see for your businesss.
If we seem like a good fit for helping you achieve your goals and we believe we can add serious value to the financial side of your businesss, we’ll schedule a next step to understand what working together would look like.
Nope! We view ourselves as your financial partners. We won’t nickel and dime you. We also don’t believe in nonsense “gotcha” contracts or aggressive exit clauses. We expect to earn our keep month after month. It’s how any great partnership must work.
