OUR SERVICES
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.
BEGIN WITH A DIAGNOSTIC REVIEW
“Before we touch anything, we need to see what’s actually going on.”
Every business comes in with different levels of “help me Jesus” in their books, so the Diagnostic Review helps assess the issues properly.
The Diagnostic Review looks at:
How your QuickBooks file is actually set up
What your bank, credit card, and loan accounts are really doing
If your Shopify/Stripe/PayPal/Payroll/Job Costing tools are posting right
What’s duplicated
What’s missing
What’s misbehaving
What’s silently draining your money
And what needs to be handled FIRST so everything else makes sense
You’ll get a short, straight-to-the-point summary — no 20-page dissertation — telling you:
What’s broken
What needs to be cleaned
What level of support you really need
What it will take to stabilize everything
Starting at $500
(Price increases based on complexity. No surprises.)
Did you know that 25% of your workweek responsibilities are spent completing tasks that don’t strategically support the growth of your Florida business?
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
CLEANUP
Starting at $2,500
“Because if the books are clowning, nothing else matters.”
Cleanup is where we stop the bleeding and give your business a fresh financial start.
This is for when:
You tried to DIY and it got… DIY-ing.
Your last bookkeeper ghosted you.
Transactions are doubled, tripled, or in the wrong decade.
Your income makes sense… but your numbers don’t.
You know something’s wrong but can’t put your finger on it.
Cleanup takes care of:
Past-period reconciliations
Fixing miscategorized income/expenses/assets/liabilities
Removing duplicates + stale balances
Cleaning up integrations that are throwing shade
Resetting your chart of accounts so it reflects your REAL business
Setting the stage for ongoing monthly support
This step makes sure we aren’t building your financial future on quicksand.
Starting at $2,500
FOUNDATION
Starting at $1,500/mo
“Your numbers stay clean. Your business stops guessing.”
Foundation is your monthly bookkeeping done right — not “when you feel like it,” not “when you remember,” but clean every month so you can breathe.
Perfect for the CEO who wants stability, simplified reporting, and the receipts to back up every move.
Includes:
Monthly categorization
Monthly reconciliations
A consistent monthly close (your numbers won’t ghost you)
Updated Profit & Loss + Balance Sheet
System check-ins (Shopify, Stripe, PayPal, payroll, job costing, etc.)
Year-end tax package
1099 tracking
No more shame when your tax pro says “send me the file”
Starting at $1,500/month
GROWTH
Starting at $5,000/mo
“You’ve got revenue. Now let’s make it make sense.”
Growth is for CEOs who aren’t guessing anymore.
You want strategy, visibility, clarity, and someone who can translate the numbers into decisions.
You’re not out here hustling just to be confused.
Growth includes everything in Foundation PLUS:
Monthly or quarterly advisory calls
Cash flow projections
Budget creation + budget vs actual tracking
Simple, straight-to-the-point KPIs
Clarity around hiring, pricing, expansions, or major decisions
A numbers-based plan instead of “I feel like…” chaos
Growth = you run your business like a CEO, not a firefighter.
Starting at $5,000/month
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
CLEANUP
Starting at $2,500
“Because if the books are clowning, nothing else matters.”
Cleanup is where we stop the bleeding and give your business a fresh financial start.
This is for when:
You tried to DIY and it got… DIY-ing.
Your last bookkeeper ghosted you.
Transactions are doubled, tripled, or in the wrong decade.
Your income makes sense… but your numbers don’t.
You know something’s wrong but can’t put your finger on it.
Cleanup takes care of:
Past-period reconciliations
Fixing miscategorized income/expenses/assets/liabilities
Removing duplicates + stale balances
Cleaning up integrations that are throwing shade
Resetting your chart of accounts so it reflects your REAL business
Setting the stage for ongoing monthly support
This step makes sure we aren’t building your financial future on quicksand.
Starting at $2,500
FOUNDATION
Starting at $1,800/mo
“Your numbers stay clean. Your business stops guessing.”
Foundation is your monthly bookkeeping done right — not “when you feel like it,” not “when you remember,” but clean every month so you can breathe.
Perfect for the CEO who wants stability, simplified reporting, and the receipts to back up every move.
Includes:
Monthly categorization
Monthly reconciliations
A consistent monthly close (your numbers won’t ghost you)
Updated Profit & Loss + Balance Sheet
System check-ins (Shopify, Stripe, PayPal, payroll, job costing, etc.)
Year-end tax package
1099 tracking
No more shame when your tax pro says “send me the file”
Starting at $1,800/month
GROWTH
Starting at $6,000/mo
“You’ve got revenue. Now let’s make it make sense.”
Growth is for CEOs who aren’t guessing anymore.
You want strategy, visibility, clarity, and someone who can translate the numbers into decisions.
You’re not out here hustling just to be confused.
Growth includes everything in Foundation PLUS:
Monthly or quarterly advisory calls
Cash flow projections
Budget creation + budget vs actual tracking
Simple, straight-to-the-point KPIs
Clarity around hiring, pricing, expansions, or major decisions
A numbers-based plan instead of “I feel like…” chaos
Growth = you run your business like a CEO, not a firefighter.
Starting at $6,000/month
ADD-ONS & White Label Services
“Need extra hands? We’ve got you.”
Whether you’re in Cleanup, Foundation, or Growth, if you need help with day-to-day financial operations, these can be added on.
A/R Support — Starting at $325/mo
Invoicing, customer statements, basic collections trackingA/P Support — Starting at $300/mo
Vendor setup, bill processing, payable organizationPayroll Support — Starting at $450/mo
Payroll setup, processing support, and alignment with your accounting file
These stack beautifully onto ANY service level.
Request Add-Ons during Discovery Call
WHITE-LABEL SUPPORT (FOR FIRMS)
“We stay invisible. Your brand gets the credit.”
If your firm needs clean bookkeeping handled behind the scenes, without hiring, managing, or chasing bookkeepers, we support you quietly under your brand.
We never contact your clients unless you ask us to.
We don’t take credit.
We don’t step on toes.
We just keep your clients’ numbers clean and on time.
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.