ELEVATED ADVISORY & ACCOUNTING
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  • About
    • Our Team
  • Blog
  • Services
  • Careers
  • Contact

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Services

We're not your average financial firm.

Finances can be stressful for business owners, and we’re here to change that. ​You want to ensure that your books are balanced and your reports are accurate, of course. But more importantly, you want to be strategic about how to grow your business, plan for the future, and protect your assets—and you want a whip-smart, thoughtful team on your side to do the numbers with you.  

At Elevated Advisory and Accounting we believe that dealing with your numbers shouldn’t be overwhelming or confusing. Instead, it should create more ease and clarity so you can make better decisions about your money going forward.
With modern technology, customized strategies, and old fashioned caring, we create a new kind of experience for our clients. Whether you need solid accounting to quickly find a monthly report or experienced advisors to help you understand how that expansion will affect your bottom line, you’ll always have the guidance and support you need to grow your business. 

Of course, we love a good spreadsheet as much as any other financial firm, but we’re not going to make you feel like just another number.

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

advisory
payroll
bookkeeping

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Advisory
SUPERIOR STRATEGIES FOR FORWARD-THINKING BUSINESS OWNERS

​You’ve already put systems in place to support your business, you’re making money, serving your customers, and things are going pretty well. But secretly you still feel unsure of how well you’re really doing and you find yourself constantly wondering “Should I hire another employee? Do I have enough cash to purchase additional equipment? I’m a bit overwhelmed right now, but still want to grow.  How do I scale my business in a calculated balanced way? What are my next steps?”
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Imagine being able to answer those questions confidently, knowing that you’ve put a plan in place to account for any twists and turns on the road to business success and sustainability.

When you work with our Advisory team, you’ll get a crystal-clear picture of what’s working in your business and what’s not so that you have exactly what you need to make strategic decisions going forward.

Whether that’s hiring new employees, adjusting your pricing, or increasing how much you save, you’ll feel confident knowing how those changes will affect your bottom line.

Better yet? You can say goodbye to the days of doing this alone. We take a holistic approach to partner with our clients to not just look at the numbers, but examine how their business decisions fit into their lives, too. 

Together we’ll work to figure out where you want to go and we’ll crunch the numbers to see how you’ll get there, so you can have a solid plan to grow your business while keeping more cash in your pocket along the way.

lets talk

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Payroll

Whether you’re managing just a few employees or a large team, payroll preparation can be time-consuming and tedious...and you’re tired of trying to deal with it by yourself! 
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Imagine knowing your payroll was done accurately, timely, and seamlessly, every single time so that your employees get paid and you can get back to running your business.
We help employers with a range of payroll tasks, from calculating employee checks to scheduling taxes and preparing annual records to keep the year-end process easy. And when you have questions a real human is just a phone call away. 

Services include: 
  • Payroll calculation
  • Check writing (direct deposit or paper checks)
  • Scheduling payroll taxes quarterly
  • Payroll record keeping
  • Annual payroll tax returns and communication with tax accountants
  • Assistance with payroll agency audits
  • Verification of employee information
  • W-2 preparation and delivery

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 
start the process

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Bookkeeping

The bottom line with bookkeeping is that you just need to know that it’s done correctly and on time. You don’t want to worry that you missed something or spend time searching through every transaction trying to get it up to date...you have more important things to focus on!
When we take care of your bookkeeping you can rest assured that it’s up to date every month so that you can know exactly what’s happening with your business.
Whether you want to be hands-on (but without doing everything yourself) or hands-off (you’d just like the report, please!) we’ll provide consistent, accurate bookkeeping that allows your business to grow without the stress. 
Services include: 
  • Entering transactions
  • Tracking income and expenses
  • Categorizing your books
  • Reconcile bank statements
  • Create invoices and receive payments
  • Pay your bills
  • Track and pay independent contractors
  • Track income and expenses by job or department

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
schedule a consultation

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Ready to level-up your numbers game? 
GETTING STARTED IS EASY. 

Step 1: Book a free, no-pressure call with a member of our team today
Step 2: We’ll email you a simple intake form to prepare us for your Discovery Session.

Step 3: At the scheduled time, we’ll talk through your needs and get any additional questions answered so you can decide what next step is right for you. 
Step 4: We’ll get to work so you can start feeling more confident.
schedule a consultation

LocationS

14 W. 2nd Street, Suite 2
​Whitefish, MT 59937

Use the main entrance shared with Whitefish Study Center.

126 1st Ave West
Kalispell, MT 59901


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