Who we are

At Elevar Financial, we specialized in helping small business owners gain clarity and control over their finances-through accurate bookkeeping and strategic financial guidance. From everyday transactions to long-term planning, we’re here to make sure your numbers work for you.

Our Process

Discovery Call

We start with a 15-30 min consultation to learn about your business, goals, and current financial setup.

Assessment & Proposal

Based on our conversation, we’ll assess your bookkeeping and financial needs, then create a customized proposal that fits your business.

Agreement & Onboarding

Once approved, we’ll send over the engagement agreement and begin onboarding you into our secure system. This include access setup, data collection, and tool integration. Clean up anything out of place and organized your books based off the package of service.

Ongoing Support & CheckIns

We will offer monthly service as well as proactive communication.

Your Trusted Accountant that you can lean to

Integrating your tools reduces manual data entry, minimizes errors, and gives you up-to-date financial insights — all while saving you hours every month.