Elevate Consulting Group

High-Tech Meets High-Touch Bookkeeping Solutions

Bookkeeping service in Phoenixville, PA (show on map)

5.0

★★★★★

35 reviews

Elevate Consulting Group provides outsourced bookkeeping and accounting services for small to mid-sized businesses with modern tools and personalized service.

Call (484) 535-0060

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About

Elevate Consulting Group partners with businesses as their outsourced accounting team, delivering scalable financial systems through modern tools and intentional service. Established in 2018 by Jayme Rose, they support startups, owner-operators, and seasoned entrepreneurs as they scale with clarity and confidence.

Many businesses lack the time, systems, or financial leadership necessary to operate efficiently and grow strategically. Elevate bridges that gap by simplifying operations through intelligent outsourcing and cloud-based technology. They deliver real-time financial data, actionable insights, and structured processes that support informed decision-making. Their membership tiers (Core, Plus, Premier) provide structured guidance and accounting support at different levels.

Established in 2018

High-Tech meets High-Touch approach

Average of 42 hours saved per month with QuickBooks Online

Three membership tiers for different business sizes

Outsourced support at a fraction of in-house cost

Serves businesses nationwide

Services

Monthly Bookkeeping Packages

Comprehensive bookkeeping services using QuickBooks Online with tiered membership options.

QuickBooks Online Bank reconciliation Transaction categorization Financial reporting

Executive Coaching

Strategic coaching for business owners including organization, strategic planning, process design, HR development, and marketing.

Organization Strategic planning Process & procedure design Human resources Marketing

Tax Services

Proactive tax strategy including tax return preparation and planning for individuals and businesses.

Individual tax returns (1040) Partnership returns (1065) S-corp returns (1120S) C-corp returns (1120) Trust returns (1041) Nonprofit returns (990) Sales tax filings Entity filing License renewal

ERP/Data Services

Data migration, cleanup, and ERP software implementation services.

Data migration Data correction/cleanup ERP implementation QuickBooks Online back office upgrade QuickBooks setup QuickBooks clean-up QuickBooks training Back tax review

Ancillary Services

Additional accounting services including accounts payable, accounts receivable, payroll, fractional CFO, and advanced reporting.

Accounts payable Accounts receivable Payroll services Fractional CFO Advanced reporting

Credentials & Certifications

QuickBooks Online ProAdvisors

CPA - Certified Public Accountant

CFE - Certified Fraud Examiner

Reviews

Rating

★★★★★

Reviews

"Very quality business with quality work!"

Frequently Asked Questions

What is Elevate Consulting Group? +

Elevate Consulting Group is a boutique firm specializing in outsourced bookkeeping, strategic consulting, and executive coaching for growing businesses nationwide. Established in 2018 by Jayme Rose.

What membership tiers does Elevate offer? +

Elevate offers Core Membership (starting at $775/month), Plus Membership (starting at $2,250/month), and Premier Membership (starting at $5,520/month) with varying levels of accounting support.

What industries does Elevate serve? +

Elevate serves Manufacturing & Wholesale, Construction & Landscaping, Retail & E-commerce, Professional Services, and Enterprise level businesses.

What are Elevate's core values? +

Elevate's core values are Good Strategy (clear, big-picture goals), Real Organization (clear, efficient, collaborative systems), Innovative Solutions (smarter, better ways of doing things), and True Partnership (trust and empowerment).