Fractional CFO & Consulting Services

Elevate Corporate Advisors brings innovative, yet practical solutions to small and mid-sized businesses, by offering executive, CFO-level services, on a part-time ("fractional") or project-need basis.     This model is advantageous to you, the business owner, as it provides you with the financial leadership of an experienced CFO, at a fraction of the cost of a full-time CFO.  As your fractional CFO and trusted advisor, we will provide the expertise and experience needed to Elevate your business to the next level!

Elevate is committed to providing expertise and continuous improvement to our clients in all aspects of finance and operations, with the ultimate goal of maximizing profitability and shareholder value.   We start by first taking the time to understand your needs, your goals and your challenges.  We will then work closely with you to develop and implement an action plan, which will help steer your business from its current condition to your desired condition.  So whether your goals  include a profit improvement plan, cash flow analysis, financial forecasting, tax compliance or most any other financial, accounting or operational need, our goal is to help you accomplish your goals.  How do we do it? Our approach is simple....we treat every business with the same passion, dedication and due care, as if it were our own business.

Professional services offered include, but are not limited to:

• Financial Analysis & Planning – Analyze company’s financial performance and identify areas for improvement

• Accounting Records - Evaluate structure of existing financial statements and develop improvement ideas, which align such financial reports with the goals of the business owner

• Accounting Department – Evaluate accounting department policies, structure and internal controls, to ensure that "best practices" are being utilized

• Profit improvement plan – Review financial reports to identify areas for enhanced profitability and/or cost savings

• Budgeting – Review and enhance existing budget plan, or develop and implement new budget plan

• Job costing – Evaluate production costing methodology and develop/implement enhancements

• Operations assessment – Identify areas for operational efficiencies and improvements

• Tax planning – Provide guidance on tax planning and compliance matters 

• HR – Identify areas for enhancement on various HR matters, including payroll, benefit plans, 401(k) plans, etc.

• Risk Management – Identify areas of risk and assess adequacy of insurance plans 

• Contract review and negotiations – Assist with reviewing contracts, as well as creating and negotiating new contracts

• Due diligence services (M&A) – Provide valuable assistance with work related to the purchase or sale of a business