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elevate

to success

Bringing institutional tools to the middle market.

E7evate brings your financial planning & analysis to the next level.

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.

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Accounting Services

Account Reconciliation
Financial Reporting
Statement Alignment

Analysis

Financial Modeling
Projected Growth
Startup Services

Bookkeeping

End2End Accountability
Financial Controller
Accurate Reporting
Implement Processes

Strategic Advisory

Systems & Processes
Cryptocurrency/NFT
Web3 Advisory

Financial Planning

Budget & Forecast
Optimize Budgets
Data Visualization

Tax Services

Corporate Tax Filings
Credits & Deductions
Tax Advisory
Sales Tax

Start now. Get results.

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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.

Bookkeeping

Manage your books with end-to-end accountability.

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.

Web3 Advisory

Web3 for Enterprises | NFT Advisory for Enterprises

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.

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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.

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Accounting & 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

We were referred to E7evate and here we are a year later with a 30% increased bottom line! I can't recommend them enough.

Aura BrooksCEO, Owl Eyes

Chase and the E7evate team really took the time to assess our team's needs so that they could advise us not just about how to prepare a budget and stick to it, but also how that budget tied in with our strategic initiatives. E7evate understands how to help entrepreneurs because they approach their own business with an entrepreneurial spirit. Chase feels more like a partner than a consultant.

Spencer MarrSangha Systems

E7evate has enhanced our financial experience and allowed us to move faster than ever and our company is now positioned to scale. We've seen a rediculous growth of 80% in just a few months!

Jack GrahamSystems Manager, DigiMass Inc

Simply put, E7evate is an excellent way to accelerate growth and save time. We've been very pleased with the results from implementing the platform into our company. They've made my job so much easier daily.

Zak ReidCFO at Enzino

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.

Ready to start your business transformation?

Let the experts handle the complicated stuff and put your full attention where it matters most.
Meet with an E7evate expert!