Accounting strategies for your present and future.
Elevation Accounting & Finance LLC
Financial accounting for public and private companies. We are a consulting firm that focuses on outsourced SEC and investor reporting.
Clients turn to me when the stakes are high and the timeline is tight. Whether you’re facing an audit, preparing an SEC filing, or untangling a technical accounting issue, I bring a calm, clear-eyed approach and an ability to hit the ground running. I ask the right questions, anticipate auditor concerns, and deliver work that holds up to scrutiny.
Outsourced SEC Reporting
We will learn your business, and prepare financial statements and footnotes and MD&A for your 10-Q, 10-K, Proxy, Forms 3 & 4, and even help with your earnings release or Board Book as needed. (You will still need your SEC attorney and Tax preparers, we can’t do it all!)
If you’re looking for a strategic partner who’s as comfortable in the weeds as in the boardroom — and who understands how to turn financial data into a competitive advantage — let’s talk.
Why Clients Choose Elevation
📊 Streamline Your Financial Reporting
Cloud-based financial reporting solutions can transform manual Excel schedules into efficient, automated workflows — saving time, reducing errors, and improving audit readiness.
I’ll help you evaluate the right platform for your company’s needs and implement a tailored reporting process that scales with your business. Whether you’re preparing for an IPO, facing tight filing deadlines, or just ready to modernize your reporting, I’ll guide you every step of the way.
📈Financial Infrastructure That Actually Supports the Business
Build a clean three-statement model, tighten up your cash flow, stay ahead of debt covenants, and plan for tax with confidence. Whether you're preparing for growth, funding, or just a smoother close, I’ll help you put the right structure in place — so finance becomes a strategic asset, not a fire drill.
💼 Simplify Share-Based Compensation Accounting
Accounting for share-based compensation can be complex and time-consuming — from valuing options and performance shares to tracking forfeitures, vesting schedules, periodic expense recognition, and preparing pay-versus-performance disclosures.
Cloud-based platforms can give your employees a portal to view documents and track their share-based compensation, as well as streamline accounting tasks, reduce risk, and help ensure your SEC disclosures and tax reporting are accurate and audit-ready.
I’ll help you evaluate, select, and implement the right solution for your business — so you can focus on strategy, not spreadsheets.
OUR MISSION
At Elevation, we want to be part of your team. We work with your team of professionals for your best results.
Honest
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Accurate
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Dependable
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Honest · Accurate · Dependable ·
Straightforward
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Cost-effective
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Solutions
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Straightforward · Cost-effective · Solutions ·
ARTICLES FOR FINANCIAL EXCELLENCE
Notes from our journal
Coming soon…