Services
Financial planning for businesses is what we do best
💼 Financial Clarity Starts Here
We don’t just “do books.” We build financial systems that scale with you.
At The Elevating Group, we’re not in the business of busywork, we’re here to help you make smarter decisions with sharper numbers. Whether you're just trying to get organized or you're scaling toward 7-figures, The Elevating Suite gives you a customized level of support, structure, and strategic firepower.
If you’ve ever thought:
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“Where is my money actually going?”
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“Can I afford to hire or expand?”
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“How do I stop guessing and start scaling?”
...then you’re in the right place.
Did you know that 25% of your workweek responsibilities are spent completing tasks that don’t strategically support the growth of your Florida business?
Explore our service tiers below and let’s find your fit.
🔥 The Elevating Suite
Financial Clarity for Every Stage of Business
Whether you're just getting your books in order or scaling toward 7 figures, there's a package designed to meet you where you are and elevate you from there.
Scaler Package Summary
The Scaler package is built for CEOs in growth mode.
If you're preparing for funding, scaling your team, or just tired of flying blind financially, this package gives you CFO-level support with custom dashboards, strategic forecasting, and our exclusive Elevate Assistant™ to answer questions in real time.
It’s the powerhouse plan for businesses ready to run like empires.
Builder Package Summary
For business owners who are ready to make more informed decisions, the Builder package delivers monthly financial insights, budget tracking, and cash flow projections.
With a dedicated advisor and custom KPI dashboards, you’ll move from reactive to proactive and finally see what’s helping or hurting your profit.
This is strategy with structure.
Starter Package Summary
The Starter package is perfect for small teams needing structure, tax-ready financials, and quarterly touchpoints.
If you’ve outgrown DIY bookkeeping and need someone to handle the numbers so you can focus on growth, this is your lane.
No more spreadsheets. No more chaos. Just clean books and peace of mind.
Essential Package Summary
For solopreneurs or side hustlers who need a solid foundation, the Essential package offers clean monthly bookkeeping, reconciliations, and QuickBooks support, no fluff, just facts.
It’s the “I’m ready to get serious” plan for businesses building from the ground up.
*All plans are customizable and available a la carte.
Scaler
Package
starting @ $3500/month
Some key features
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All features of the Builder Package plus:
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Business Systems Audit: Evaluate operations, workflows, and financial infrastructure to scale with efficiency.
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90-Day Cash Strategy: Tailored forecasting and scenario planning to optimize your cash flow runway.
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Investor/Loan-Ready Financials: Clean, verified reports that speak bank and boardroom.
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Exclusive AI Elevate Assistant™ Access: Your 24/7 financial sidekick, powered by your data and built for CEOs.
Builder
Package
starting @ $1500/month
Some key features
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All features of the Starter Package plus:
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KPI Dashboard Creation: Custom metrics delivered monthly so you know what’s working and what’s draining profit.
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1:1 Monthly Advisory Calls: Strategic deep dives into cash flow, operations, and profitability.
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30-Day Forecasting: Project revenue and expenses for smarter short-term decision-making.
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Budget vs. Actual Tracking: Monitor performance against plans so nothing catches you off guard.
Starter
Package
starting @ $850/month
Some key features
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All features of the Essential Package plus:
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Year-End Tax Package Prep: Organized and audit-friendly reports, ready for your tax pro.
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Quarterly Financial Review: Strategic check-ins to identify risks and opportunities.
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1099 Tracking: Stay compliant with easy year-end contractor summaries.
Essential
Package
starting @ $550/month
Some key features
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QuickBooks Setup & Support: We configure, you get clean data and smoother processes.
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Monthly Bookkeeping: Timely transaction categorization, reconciliation, and review.
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Bank/Credit Card Reconciliations: Align your financial records with statements monthly.
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Monthly Summary Report: Bite-sized financial clarity without needing to log into QuickBooks.