Finance Ellevation Services2023-07-28T19:57:28+00:00

Next-level Financial Operations with Advanced Accounting Solutions

Finance Ellevation Services

Enhanced capabilities with streamlined workflows, data analysis, dynamic reporting, project support, and strategic guidance.

Boost Operational Capabilities

Elevate your operations with comprehensive process mapping, streamlined automations, insightful KPI analysis, dynamic Power BI dashboards, efficient project management, and strategic execution support.

Process Mapping

Process flow diagrams and documentation capturing key business processes

Project Management

Project management for implementations of new business processes and ERPs

KPIs, Metrics, Data Analytics & Dashboards

Build out, analyze, and see key data, metrics, and performance indicators that play a pivotal role in optimizing financial health and operational efficiency with real-time reporting dashboards offering instant access for visualization

Budget & Forecast Optimization

Formalize and streamline your budgeting and forecast process across departments for ease, automation of input, and analysis of output

Process Optimization

Shorten close cycles and reduce risk by streamlining or automating manual processes

Strategy, Advisement & Execution

Assessment, observations, recommendations, and strategic roadmaps for executing critical and high-priority initiatives and timelines


Unlock the potential of your business with our next-generation finance leaders, guiding you through every step of the journey from A to Z. Experience comprehensive financial expertise and strategic guidance tailored to your unique needs, fueling your growth and success.


Experience the power of streamlined workflows, timely insights, and collaborative guidance for optimal financial operations.

Streamlined Workflows

Streamline your accounting processes for maximum efficiency and accuracy.

Streamlined Documentation

Clear and documented processes and workflows for streamlined operations.

Timely Statements

Receive accurate and timely financial statements for informed decision-making.

Collaborative Guidance

Foster collaboration and receive expert guidance for seamless operations.

Financial Insights

Gain enhanced insights into your financial data for better strategic planning.

Scalable Solutions

Unlock the potential for scalable growth with optimized accounting solutions.


“Our operations team needed detailed visibility into our capital spending projects to better communicate with the team on performance and forecasting. Our existing process didn’t have the degree of visibility we needed, so operations couldn’t rely on the reports they were getting. Ellevate helped us implement our budget process at the AFE capital expenditure level and built in an analytical process that compared actuals to budget. We now have the visibility we need to strategize and act accordingly-Ellevate rocked it!”

VP Finance

Energy Company

When we lost one of our key finance positions, the finance department fell seriously behind in relaying financial information to our operations team. Ellevate caught us up and streamlined and abbreviated our reporting process to provide timely financial statements. They also created additional metrics and analytics to provide deeper insights our team could use in planning. Lindsay, your team is fantastic, and your leadership through this process was over and above. Thank you so much.


Construction Company

“Turnover in our finance department had us reach out for assistance to get our arms around our processes and manage them going forward. Ellevate uncovered that our processes were undocumented, highly manual, and email intensive, leading to errors. Lindsay and her team redeveloped our process and took over management, while implementing a workflow tool to automate our approvals for payables. We had a new structure that reduced risk around our key processes, using workflows, process documentation, and training that Ellevate developed for us. Many thanks, Ellevate!”



“The finance department is pivotal to the work we do for clients. Before we hired Ellevate, I was getting pulled into the weeds of the day-to-day, often doing transactional work, leaving zero capacity to onboard new clients. This was seriously affecting our revenue performance. I onboarded Lindsay and her team and shifted the day-to-day workload to them. They were quickly fully functional—I got out of the weeds and focused on a new strategy and process for my department to onboard clients efficiently and manage them effectively, providing necessary support to the rest of our operational team. I couldn’t have done it without Ellevate. “


Financial Management Company

“We had completed an acquisition, and the revenue process we inherited was a mess. The monthly close was taking over ten days, and the processes were highly complex, manual, and undocumented. There was concern over the accuracy of the financial statements as they related to revenue, which posed a risk to the accuracy of our financial reports. Lindsay and the Ellevate team helped us to get the right butts in the right seats with the right level of oversight to stop the bleeding. They simplified and automated our process, shaving four days off our close cycle, improving the accuracy of our accruals, and giving us confidence in our financial statements as we advance. It’s good to have straightened this situation out so quickly.”


Energy Company

“During some turnover in our finance department, bills weren’t getting paid, and balls were being dropped left and right. Our processes were highly manual, lacking adequate documentation. We didn’t have detailed visibility into our financials and weren’t even sure of their accuracy. Our accounting team was slow to respond and not resolving issues quickly enough. In the first three months of working with Ellevate, they absorbed our finance processes, documented workflows for us, prepared our financials, assessed our current situation, and gave us a roadmap for enhancing our financial structure so we could scale. After 90 days, we were no longer flailing, and we feel good about the steps we are taking to prepare our organization for accelerated growth.”


Manufacturing/E-Commerce Company


Embrace transformative change as we collaborate with executive leadership and finance teams to revolutionize your business landscape. Our integrated approach combines deep industry knowledge, advanced financial strategies, and cutting-edge technology to drive meaningful impact and propel your organization to new heights.


Ready to streamline your finances and empower your business growth? Our team is standing by.


What are Finance Ellevation services?2023-07-12T14:11:11+00:00

When it comes to finance, there are two main aspects: the actual tasks at hand and the potential for optimization and scaling. Ellevation Services is ideal for organizations in startup, growth, or realignment phases. We begin by assessing the finance function to identify the most significant areas where we can optimize, scale, and streamline operations.

What is involved in an assessment?2023-07-12T14:13:37+00:00

We conduct comprehensive 90-day assessments to gain a clear understanding of the inner workings of your finance function. Think of it as lifting the hood to examine the existing framework closely and compare it to industry best practices. We aim to pinpoint critical areas where your organization can grow, scale, and optimize. We collaborate closely with your company stakeholders throughout the assessment, gathering data on key processes and onboarding necessary information. The final deliverable is a detailed report that includes our observations, recommendations, and a roadmap to help you achieve your organizational goals.

How much do these services cost?2023-07-12T14:14:35+00:00

The cost of our services can vary depending on factors such as the specific initiatives, timelines, and complexity involved. We determine the price after conducting a thorough assessment to ensure alignment with your organizational budgets. This allows us to prioritize initiatives and associated costs, enabling management to make informed decisions. By considering factors such as initiatives, timelines, and complexity, we work with your management team to determine a cost structure that suits your needs.

How available will you and your team be for us?2023-07-12T14:15:31+00:00

We take pride in providing our clients with a seamless communication experience, making it feel as though we are just a few steps away. Our primary communication channels include Email, Teams, and Zoom, but we are also available through other means as needed. We understand that effective communication is essential for successful collaboration and project accomplishment. That’s why we ensure frequent touchpoints to share updates, discuss results, and address any roadblocks that may arise. We strive to respond to all messages within a reasonable timeframe, typically within 24-72 hours, depending on the level of urgency.

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