elevate
to success
Bringing institutional tools to the middle market.
A growing business can be a huge challenge. It’s even more challenging if you do not have the proper tools and processes in place. That’s where E7evate can help. We bring budgeting, planning and actionable insights to make sense of ambiguity.
Start now. Get results.
We offer a wide array of services designed to increase the return on your
time
Account Reconciliation
Reduce errors and prevent fraud by aligning your financial statements with your accounts.
Financial Reporting
Understand the financial health of your business with accurate and timely reporting.
Financial Controller Leadership
Increase the discipline of your accounting department and drive efficiency with extensive accounting and management experience.
Budgeting & Forecasting
Optimizing internal budgets ensures expenses make the highest impact to sustaining and growing revenue.
Data Visualization
Understanding data is core to growing your business. E7evate experts dig deep to provide best in class data analytics.
Business Analysis
Performance means leveraging limited firm resources towards its highest areas of opportunity
Financial Modeling & Startup Services
The E7evate team is experienced building and reviewing valuation models, pitch decks, and business plans.
Bespoke Strategic Advisory
Always be ready for the next opportunity with a solid plan and understanding of the competitive landscape.
Business Systems & Process
Minimize costs and maximize efficiency by optimizing processes for a specific project or your whole business.
Corporate Tax Filings
Corporate taxes can be challenging. Take the guess work out of your federal state and local filings
Tax Advisory
Assistance with non-recurring tax needs such as entity structure assessment to ensure your tax structure is efficient.
Sales Tax
Register correctly with all applicable states and build processes to efficiently report and pay sales tax.
Experience, tools, cutting edge
Cryptocurrency & NFT Strategy
- Accept Cryptocurrencies as Payment
- Cryptocurrency Treasury Management
- Accounting & Systems for Crypto Transactions
Fractional CFO Services
Accounting & Bookkeeping
Planning & Analysis
Tax Services
Strategic Advisory
Always be ready for the next opportunity with a solid plan and understanding of the competitive landscape.
Financial Optimization Makes (and Breaks) a Business
215,000
Client’s average $215k in operational cost savings
83
Up to 83% automation of back-office tasks
90
90% of clients see profit improvement in year one
Before E7EVATE
Crunching numbers and tedious bookkeeping piles up while attention is rightfully needed elsewhere.
With E7EVATE
E7EVATE provides you a highly customized overview of your financial systems bundled with unique consultations and full time support
What We Do
Elevate Our Clients To The Next Level
A transparent guide and an experienced advocate to strive to ensure objectives are achieved and opportunities are realized through each stage of your business lifecycle. With a team of exceptional professionals with proven expertise in a wide range of advisory engagements that’s exactly what we offer to pre-revenue, growth-stage, and mature companies.
Tell Me MoreAccounting & Bookkeeping
- Account Reconciliation
- Financial Reporting
- Bookkeeping
- Financial Controller Leadership
- Full Time Support
Financial Planning & Analysis
- Budgeting
- Forecasting
- Data Visualization
- Business Analysis
- Financial Modeling
Tax Services
- Corporate Tax Filings
- Tax Advisory
- Sales Tax
- Maximized Credits
- Maximized Deductions
Strategic Advisory
- Bespoke Strategic Advisory
- Web3 Advisory
- NFT Advisory For Enterprise
- Business Systems & Process
- Data Transformation
Focus on growing your business
Leave the financial matters to us so you can focus on what you do best.
We will partner with you to provide strategic decision support while you
spend less time crunching numbers and more time building.
