Advisory

Accounting

We're not your average financial firm.

We do things a little differently, and we think you’ll like it.

We go beyond traditional accounting because we’re a people-centric firm that truly meets you where you are. While we offer swift monthly reporting, strategic guidance for business expansion, and customized bookkeeping and payroll packages, our focus is on building a partnership that evolves with you. You’re not just another number to us; we’re dedicated to your success and provide personalized attention at every step. Together, we’ll navigate the journey and keep rising together!

Advisory
​Fractional Controller, CFO, and Business Consulting Services

"Should I hire more staff?"
"Do I have enough funds for new equipment?"
"What's the next step in scaling my business?"

Imagine confidently answering these questions, assured that you've crafted a comprehensive plan to navigate any challenges on your path to sustained business success.

transform your business with Fractional Controller services

  • Streamlined Financial Operations | By implementing rigorous financial reporting processes, we helped a client identify and rectify discrepancies, enhancing their financial credibility and investor confidence.
  • Optimized Cash Flow | Through proactive cash flow management strategies, we assisted a business in navigating seasonal fluctuations, ensuring they maintained liquidity and met financial obligations.
  • Robust Financial Controls | Our tailored internal control systems mitigated risks of fraud and errors, resulting in smoother audits and compliance with industry regulations.
  • Strategic Financial Planning | With our detailed financial forecasts and budget analysis, a client successfully secured funding for expansion, achieving strategic growth targets.
  • Flexible Expertise | By engaging our fractional controller services, a company saved 30% in staffing costs compared to hiring a full-time CFO, while benefiting from timely financial guidance tailored to their business needs.

discover how our CFO services empower businesses

  • Implemented stringent cash flow forecasting and management strategies, resulting in a 20% reduction in overdue receivables and a 15% increase in cash reserves.
  • Improved cash conversion cycle by 10 days, enhancing liquidity and financial stability.
  • Developed and executed a strategic growth plan that led to a 30% increase in revenue within the first year.
  • Implemented cost optimization initiatives that reduced operating expenses by 12%, improving profitability margins.
  • ​Achieved a 25% increase in EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) through efficient resource allocation and operational efficiency improvements.

​We help you achieve your goals with a straightforward approach:
  • Accurate Cash Flow Projections: We give you reliable forecasts to help with your financial planning.
  • KPI Insights and Industry Analysis: We provide key performance indicators specific to your industry so you can see how you stack up.
  • Quarterly Job Analysis Reports: Every quarter, we deliver detailed reports on your team’s performance and efficiency.
  • Custom Dashboards for Financial Clarity: We create personalized dashboards to make your financial situation clear and help with decision-making.
  • Strategic Financial Partnerships: We work closely with you to offer tailored financial guidance, ensuring you always have the support you need.

project based Business Consulting services

Targeted a la carte  expertise to transform challenges into opportunities.
  • Tailored Visioning and Collaboration: We work together to identify any potential blind spots so you can move forward with confidence.
  • Navigating New Venture Challenges: We’ll help you manage compliance issues and other hurdles that come with starting something new.
  • Optimizing Employee Structure: Let us help you streamline your organization to reduce confusion and eliminate redundancy.
  • Mastering Job Costing: We’ll guide you in job costing for more accurate financial reporting and better decision-making.
  • Creating Budgets: Whether you’re a startup or looking to refine your plans, we’ll create budgets that align with your goals.

Accounting

Payroll
streamline your payroll and focus on driving growth

  • Payroll calculation | we combine advanced software with personalized oversight for accurate, compliant employee compensation.
  • Check writing (direct deposit or paper checks) | we implement flexible payment options tailored to employee preferences, ensuring timely and secure transactions.
  • Scheduling payroll taxes quarterly | proactively analyze tax implications to optimize cash flow and ensure compliance.
  • Payroll record keeping | maintain meticulous records for accessibility, accuracy, and regulatory compliance.
  • Annual payroll tax returns and communication with tax accountants | collaborate year-round with tax professionals for accurate filings and maximum deductions.​
  • Verification of employee information | securely verify employee data to enhance accuracy and ensure privacy compliance.
  • ​W-2 preparation and delivery | streamline W-2 preparation to deliver accurate tax documents promptly, enhancing employee satisfaction.
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What our clients say...

"The days of working with computers to do payroll every month are over! Never again will I have to sit on hold, waiting for a customer service rep to answer my call. Human touch on payroll matters is so important to us, and Elevated Accounting is our solution. I cannot say enough good things about working with the EA team for our monthly payroll. We don't lift a finger while they take care of all the necessary calculations, paperwork and direct deposit, leaving me to focus on more pressing matters of our operations. I would be lost without this team! "
                                                                                  — Mollie Busby, Yoga Hive 

Bookkeeping
discover a new standard

  • Entering transactions | using advanced software and personalized oversight, ensuring accuracy and providing a clear financial picture tailored to your business needs.
  • Tracking income and expenses | our detailed tracking system goes beyond basic recording, providing comprehensive insights that support informed financial decisions and efficient budget management.
  • Categorizing your books | with precision, utilizing industry-best practices to maintain organization and facilitate seamless financial reporting and analysis.
  • Reconcile bank statements | we identify discrepancies promptly, ensuring financial accuracy and integrity without surprises.
  • Create invoices and receive payments | we optimize cash flow through efficient billing and payment processing that enhances client and vendor relationships.
  • Pay your bills | we use a strategic approach to maintain positive vendor relationships and optimize cash flow while ensuring compliance with payment deadlines.
  • Track and pay independent contractors | we ensure adherence to tax regulations and minimize administrative burdens that can distract from your core business activities.​

What our clients say...

We are so grateful for everyone at Elevated Accounting. They have gone above and beyond to create a relationship built on trust and followthrough. They are there to answer all of our questions and respond quickly. We think the thing that stands out about Elevated Accounting is their team. They are knowledgeable, eager to help, and personable. They have always met deadlines and requests. We value our employees and making sure they are paid on time and have the resources they need is one way we can show our gratitude. Elevated Accounting helps us take care of the people that care for our community. 
​                                                                                  — Jeanne Tremper-Baker, CNM and Honey Newton, CNM, FNP

Location


​126 1st Ave West
Kalispell, MT 59901

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