Comprehensive & Reliable Outsourced Accounting Support

Certified Accountants in San Luis Obispo, California

Your Certified Accounting Team for Driving Business Advancement and Financial Confidence in San Luis Obispo and Surrounding Areas

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Our Services

ELLEVATE YOUR BUSINESS

Elevate your accounting firm in San Luis Obispo, with our unparalleled financial expertise, resulting in tangible cost savings, invaluable insights, and accelerated business growth.

Budget and Resource Maximization

Don’t let budget and resource constraints hold you back. Our expert service aligns your financial goals with your business resources.

Actionable Financial Metrics

Get complete visibility into your financial health. We provide comprehensive reports and insights to keep you informed and equipped.

Access to Financial Expertise

Bridge the gap in financial expertise. Our team of experts brings you best-in-class knowledge and guidance in financial management.

Efficient Back-Office Management

Keep your operations smooth and efficient. We ensure your day-to-day back-office tasks never fall through the cracks.

Fully Optimized Cash Flow

Never worry about unpaid vendors or cash-flow shortages. We manage your financial operations seamlessly for optimal cash flow.

Accurate and Timely Reporting

Overcome the impediments to timely and accurate financial reporting. We prioritize efficiency and precision in our reporting process.

WE ADAPT TO YOUR NEEDS

Our adaptable strategies ensure that your accounting firm in San Luis Obispo thrives amidst changing landscapes. We go beyond the role of traditional accountants, integrating with your team and equipping your business with top-tier financial expertise.

WE HELP OUR CLIENTS

23%

average improvement in client bottom-line income

2K

average hours of annual manpower saved for our clients

55%

average improvement in finance function value

Professional Outsourced Accounting Support for Your Business

Managed Accounting Services

Experience comprehensive, tailored financial services with Ellevate Solutions, your trusted partner in accelerating growth and revolutionizing impact. From managing accounts payable & receivable to month-end close and reporting, we provide expert services designed to elevate your business’s financial health and strategic success.

Taking your finance function to the next-level for maximized scale and growth.

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CUSTOM-FIT SOLUTIONS THAT WILL TAKE YOUR FINANCE FUNCTION TO THE NEXT LEVEL

FINANCE ELLEVATION SERVICES

Discover the pinnacle of strategic finance and accounting support with Ellevate Solutions. Our advanced offerings, including future state execution roadmaps, powerful analytics, integration of optimized solutions, and customized financial dashboards, are designed to transform your financial operations, align them with your strategic goals, and provide a seamless pathway to a sustainable future of growth and success.

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WE LET OUR CLIENTS SPEAK FOR US

“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!”

CEO

Non-Profit

“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.”

CEO

Manufacturing/E-Commerce 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.

CEO

Construction Company

“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

“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.”

Controller

Energy Company

“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. “

CEO

Financial Management Company

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FINANCIAL CLARITY IS NOT A LUXURY, IT’S A NECESSITY.

Your numbers are our passion. At Ellevate Solutions, we understand the value of your hard-earned money, and our mission is to help you maximize it.

— Ellevate Solutions

4.8

Trusted by 100+ Clients

CONTACT AN EXPERT

Looking to streamline your financial operations and fuel your business growth? Get in touch today.

FREQUENTLY ASKED QUESTIONS

What services do you offer?Shaun Els2023-06-27T21:49:34+00:00

What services do you offer?

Our services encompass a full range of accounting solutions including but not limited to bookkeeping, accounts payable and receivable management, month-end close, reconciliations, financial reporting, analytics, budget and cashflow management, dashboards, financial advisory, and business consulting services.

How much do your accounting services cost?Shaun Els2023-06-09T03:41:15+00:00

How much do your accounting services cost?

Our pricing depends on the specific services required and the complexity of your business’s financial needs. We can provide a detailed quote after an initial consultation to better understand your requirements.

What size businesses do you work with?Shaun Els2023-06-09T03:41:41+00:00

What size businesses do you work with?

We work with businesses of all sizes, from small startups and family-owned businesses to mid-size companies and large corporations. Our team is equipped to handle diverse accounting needs.

Do you have experience in my industry?Shaun Els2023-06-27T21:49:53+00:00

Do you have experience in my industry?

Our team has a wide range of industry experience, having worked with clients in sectors such as energy, non-profit, private equity, construction, manufacturing, professional services, and more. We apply this knowledge to deliver tailored accounting solutions.

How will I communicate with your team?Shaun Els2023-06-27T21:50:04+00:00

How will I communicate with your team?

Communication is key to our services. We typically schedule regular meetings (weekly, monthly, and quarterly) and are always available via Teams, email and phone for any queries or updates you may need in between.

How secure is my financial information with your services?Shaun Els2023-06-09T03:42:20+00:00

How secure is my financial information with your services?

We prioritize the security of your data. Our systems employ advanced security measures, including encryption and two-factor authentication. We also adhere to strict data privacy regulations to ensure your information is protected.

Can you assist with financial planning and growth for my business?Shaun Els2023-06-09T03:42:37+00:00

Can you assist with financial planning and growth for my business?

Absolutely, we can support your business beyond the basics. Our financial advisory services are designed to support strategic planning, decision making, and growth initiatives.

Why should I outsource my accounting services?Shaun Els2023-06-09T03:42:46+00:00

Why should I outsource my accounting services?

Outsourcing your accounting can save you time, enabling you to focus on core business operations. Additionally, you get access to a team of experts with deep understanding of best practices and current regulations, reducing errors and improving financial management.