About US
WELCOME TO THE ELEVATING GROUP
Here at The Elevating Group, we understand the importance of financial planning in business. We recognize that financial security is not a one-size-fits-all scenario for every Florida business.
Our industry experts strive to create personalized strategies that are specifically tailored to support the growth of your business. As your knowledgeable financial partner, we take pride in understanding how your current financial situation is affecting the financial wellness of your present and future.
We successfully guide you through every financial phase because your professional and personal goals are extremely important to us. Our team will assist you through one-on-one consultations full of clear insight and unmatched innovation.
Through our partnership, we’ll help you develop and implement financial strategies that will lead you to a financially fruitful life in Florida. Financial wellness is fully supported by proper preparation and successful financial management.
Let us help you implement proven methods that produce the instantaneous feedback and results you need to make the best financial decisions for your business.
About US
WELCOME TO THE ELEVATING GROUP
Here at The Elevating Group, we understand the importance of financial planning in business. We recognize that financial security is not a one-size-fits-all scenario for every Florida business.
Our industry experts strive to create personalized strategies that are specifically tailored to support the growth of your business. As your knowledgeable financial partner, we take pride in understanding how your current financial situation is affecting the financial wellness of your present and future.
We successfully guide you through every financial phase because your professional and personal goals are extremely important to us. Our team will assist you through one-on-one consultations full of clear insight and unmatched innovation.
Through our partnership, we’ll help you develop and implement financial strategies that will lead you to a financially fruitful life in Florida. Financial wellness is fully supported by proper preparation and successful financial management.
Let us help you implement proven methods that produce the instantaneous feedback and results you need to make the best financial decisions for your business.
“If a solution isn’t enduring, it’s not really a solution. In process automation, we need enduring systems and solutions that become standards in their own right.”
-Maggie L. Walker
Meet Your Florida-based Financial Wellness Sherpa, Nicole Carter
Nicole Carter is a well-trained financial expert who has obtained over 20 years of experience working in the financial services industry. Nicole is a graduate of Liberty University, where she obtained her bachelor’s degree with a focus in business and computer science. She is a licensed insurance agent, notary public and certified QuickBooks Online ProAdvisor.
Throughout her entire career, Nicole’s passion for helping people has continued to flourish. This industry expertise led her to support Tampa-area residents looking to improve the financial security of their small businesses.
Her clients thrive given she helps them build the financial confidence needed to make sound financial decisions even while facing unprecedented challenges that come their way.
Life forms roadblocks that may seem insurmountable if you don’t have the right team by your side. Nicole fully believes that financial security and future wealth can be fostered by any business that takes the necessary steps to improve its overall financial health and performance.
Nicole Carter - Financial Wellness Specialist
Pull Up a Chair, Baby… Let’s Talk Business
“You ever feel like your business is growing, but your peace of mind ain’t? Baby, that ain’t normal—it’s just common. Let’s fix that.”
Busy but Broke
You out here runnin’. Booked. Scheduled. Inbox full. Your calendar stay packed, and people stay callin’…
But your account?
Looking like it just got jumped.
Let’s be real, you ain't building a business just to end every month askin’, “Where the money at?”
The Tea:
You’re doing the work, but without real-time clarity, your coins are slipping through the cracks like loose change in the couch cushions.
→ Let’s go find your missing money and put it to WORK.
Because broke and busy ain’t cute no more.
The “Budget” That Ain’t Budgetin
You got a budget... somewhere.
It’s in your head, on a napkin, maybe in that note on your phone behind the grocery list.
And every time rent, payroll, or taxes hit?
You whisper a prayer and swipe that card like, “Lord, don’t let this decline.”
The Real:
Hope ain’t a strategy. And making moves with mystery money? That’s how you end up at the BBQ asking folks if they know “a good loan person.”
→ Let’s build you a real plan. One that keeps your cash flowing and your stress down.
No more broke surprises, just BIG BOSS ENERGY!
Systems So Janky, Even Grandma Wouldn’t Use ’Em
You got Google Sheets, apps on apps, your cousin’s QuickBooks login, and that one VA with a spreadsheet from 2021.
You call it "organized chaos." I call it “one bad day from a meltdown.”
The Gospel Truth:
If you can’t step away from your business for a weekend without it falling apart like a dollar store umbrella in a windstorm… it’s time.
→ Let’s build systems that can hold all that growth you’re manifesting.
Because you shouldn’t be doing payroll from the car line or sending invoices from your nephew’s iPad.
CEO Decisions Without CEO Data
You're making moves, talking expansion, new hires, big investments.
But in your heart?
You’re guessing. You hoping. You manifesting… but deep down, you don’t really know.
The Back Porch Truth:
Being the CEO ain’t just vibes. It’s knowing your numbers so your yeses hit different and your nos don’t keep you up at night.
→ Let’s turn your “maybe” into “hell yes” with facts and receipts.
Because bosses don’t guess, THEY DECIDE!
Tax Season PTSD
Every damn March, you’re sweating.
Receipts in the shoebox. CPA texting like a bill collector.
You in the corner talking about “I just need a minute…”
And once it’s over?
You swear next year’s gonna be different... until it ain’t.
The Truth, Sugar:
It doesn’t have to be like this. You can be the person who hits “send” in January with a smile.
→ Let’s make tax season calm, cool, and collected, just like you in a fresh twist-out or haircut.