Business Details
Your Trusted Financial Partner in Kalispell
At Elevated Advisory & Accounting, we empower clients to rise higher through personalized financial stewardship. Our team redefines financial partnerships by combining technical expertise with a people-centric approach, ensuring clients achieve clarity and strategic growth. With decades of combined experience in tax, audit, nonprofit, and corporate finance, we specialize in tailored bookkeeping, payroll solutions, and business consulting. Our fractional controller and CFO services provide scalable expertise, while our commitment to transparency and innovation ensures clients receive multidimensional support.We prioritize building trust through timely communication, meticulous record-keeping, and strategic financial planning aligned with each client's unique vision. Our mission is to transform accounting from a compliance task into a catalyst for informed decision-making and sustainable success.
Services
Advisory Services
Fractional Controller
CFO Consulting
Business Consulting
Payroll Processing
Bookkeeping
Financial Reporting
Highlights and features
- We offer 20+ years of combined experience in tax, audit, and corporate finance
- Our fractional CFO services provide scalable strategic financial leadership
- We implement rigorous internal control systems for fraud prevention
- Our team holds advanced certifications in accounting and business management
- We guarantee timely financial reporting with 99% accuracy in deadline compliance
What people say
Knowledgeable, eager to help
Personable team members
Meet deadlines consistently
Streamline payroll processes
Provide strategic insights
Services
Advisory Services
Our advisory services combine strategic financial planning with hands-on expertise to guide business decisions. We specialize in cash flow forecasting, KPI analysis, and quarterly job performance reports that help clients optimize operations. Our team creates custom financial dashboards and strategic partnerships to ensure businesses maintain clarity and confidence in their financial direction while achieving measurable growth metrics.
Fractional Controller
Fractional controller services deliver comprehensive financial management without full-time executive costs. We implement rigorous reporting processes, optimize cash flow strategies, and establish robust internal controls that improve audit compliance. Our clients benefit from tailored financial systems that reduce staffing costs by 30% while maintaining access to expert guidance during critical decision-making periods.
CFO Consulting
CFO consulting provides strategic financial leadership through cash flow forecasting, budget analysis, and growth planning. Our team improves cash conversion cycles by 10 days on average and increases EBITDA through efficient resource allocation. We specialize in helping businesses secure funding while maintaining compliance with industry regulations and optimizing tax liability projections.
Payroll Processing
Our payroll solutions combine automated software with personalized oversight to ensure accurate employee compensation. We handle tax calculations, direct deposits, W-2 preparation, and regulatory compliance while maintaining meticulous records. The service reduces administrative burdens by managing verification processes and annual tax filings, allowing clients to focus on core business operations.
Bookkeeping
Bookkeeping services include transaction entry, bank reconciliation, and financial reporting with industry-specific categorization. We implement advanced software solutions for income/expense tracking, invoice creation, and independent contractor management. Our system ensures financial accuracy while providing clients with clear insights into their business performance through organized, audit-ready records.
People
Sarah Gould
CEO
Founder with 20 years in tax, audit, and corporate finance. Specializes in strategic financial planning and fractional CFO services. Builds systems-focused solutions for business growth.
Stephanie Rodriguez
Acct Specialist
Certified payroll expert with restaurant industry experience. Combines mathematical precision with small business operations knowledge to optimize accounting processes.
Jesse Beason
Acct Support Manager
Accounting professional with education in Computer Information Systems. Specializes in payroll processing and month-end reconciliations with focus on client communication.
Rachel Freeman
Controller
University of Montana graduate with regional controller experience. Provides strategic financial guidance and customized reporting solutions for business growth.
Regina Schwartz
Lead Acct Specialist
CPA with nonprofit accounting expertise. Specializes in church and mission-driven organization financial management while maintaining compliance and operational clarity.
Questions
What accounting services do you offer?
We provide bookkeeping, payroll processing, financial reporting, business consulting, and fractional CFO/controller services tailored to your business needs.
How are your services priced?
Pricing is customized based on your business size, industry, and specific requirements. We determine accurate quotes during personalized discovery sessions.
Do you serve specific industries?
We work with healthcare providers, real estate companies, construction firms, retail businesses, and professional service organizations across Montana.
How often should financial records be updated?
We recommend monthly updates for accurate financial reporting and timely business decision-making.
Do you handle tax preparation?
While we prepare year-end financial packages for CPAs, we focus on financial strategy rather than direct tax filing services.
What makes you different from other firms?
Our collaborative approach combines team expertise with technology-driven systems, ensuring comprehensive support beyond single-accountant dependency.
