Services
Elevation provides tax, accounting, and administrative services to US-based CPA firms. Elevation recruits, hires and trains a dedicated team of qualified and experienced professionals customized to the user firms’ needs. This allows user firms to increase their bandwidth and ELEVATE their US based staff to higher roles while reducing hours and providing more value-based services to their clients. The Elevation team is connected with user firms through video conferencing and instant messaging. Elevation encourages user firms to have face-to-face visits with their teams at least annually to build relationships and create valuable training opportunities for the Elevation staff.
Your Elevation team can provide the following types of service:
Tax Preparation
Prepare the following types of federal and state income tax returns: Individual, Trust, Partnership, S Corporation, C Corporation, Foundations, and Gift Tax returns, including tax estimates.
Bookkeeping Services
Periodic bill payment, payroll, monthly bookkeeping, journal entries, and preparation of financial statements
Administrative Services
Support for user firms’ daily operations, including but not limited to preparation of client invoices, A/R follow up, setting up clients and their respective projects, project roll forwards, project reassignments, time entry review, database management, and many other helpful administrative tasks.