Elevate CPA Group

Certified public accountant in Louisville, CO (show on map)

Strategic growth partner for RIA firms — accounting, tax planning, and financial advisory services.

About

Elevate CPA Group empowers financial services firms to achieve their goals through tailored solutions. The firm offers a full-service financial team for RIA firms and their clients, including tax services, compliance, and proactive business and tax planning.

As a strategic growth partner, Elevate helps firms move forward with confidence.

Focus solely on the financial services industry

No financial interest in valuation outcomes — sits on the client side of the table

CPA + CVA credentials on staff

Sister company (DeMarco Sciaccotta Wilkens & Dunleavy, LLP) can perform annual surprise exams under the Custody Rule

National reach with Chicago-based offices

Elevate Independence Alliance for RIA breakaways

Services

Fractional CFO

Customized CFO services for RIA firms. Brings same value as an in-house CFO at a fraction of the cost, including tax planning, monthly accounting, annual valuation, cash flow planning, compensation planning, industry benchmarking, and personal financial statements.

Tax Planning Monthly Accounting and Tax Return Preparation Annual Business Valuation Cash Flow Planning and Projections Compensation Planning Industry Benchmarking Managed Fee Calculation Review Personal Financial Statements

Tax Planning

Comprehensive tax planning services for RIA firms and their clients. All tax services available to your firm as well as to your clients. Can serve as your in-house tax firm.

Annual Business Valuation

Know the value of your largest asset (your business) — critical for succession planning. Helps RIA firms understand what their firm is worth and how to maximize value ahead of a sale or transition.

Cash Flow Planning and Projections

Help RIA firms maintain a clear financial picture and make good long-term decisions through cash flow planning and projections.

Compensation Planning

Strategic compensation planning for RIA firms.

Managed Fee Calculation Review

Perform fee calculation reviews as part of full-service offering. Results often reveal instances of overcharging or undercharging.

Credentials & Certifications

CPA (Certified Public Accountant)

CVA (Certified Valuation Analyst)

MST (Master of Science in Taxation)

Frequently Asked Questions

What is Elevate CPA Group's onboarding process? +

Elevate tailors solutions for each firm. The onboarding process depends on the firm's needs but generally involves discovery, assessment, and customized service delivery.

Who is a good fit for Elevate CPA Group? +

Elevate works best with RIA firms that have $100 million-plus AUM, ranging from newly established to seasoned financial planning firms. Being a good fit is mostly about a desire to become a successful industry leader.

Is there a charge for an initial consultation? +

No, the initial consultation is all about discovery — to make sure Elevate and the client are a good fit before entering into an engagement.

What locations does Elevate CPA Group serve? +

Elevate has offices in Chicago, Illinois. Thanks to technology, their dedicated solutions are available nationwide.

What is the Elevate Independence Alliance? +

The Elevate Independence Alliance helps financial advisors breakaway from wirehouses to setup independent RIA firms. It provides a network of trusted professionals including legal, compliance, custodian, IT, marketing, and accounting experts to make the transition smooth.

Can Elevate help with fee calculation reviews? +

Yes, Elevate can perform a fee calculation review as part of their full-service offering. The results often reveal instances of overcharging or undercharging and are extremely worthwhile to clients.

Does Elevate offer tax planning for clients' clients? +

Yes, all of Elevate's tax planning services are available to your clients and to you. They sit on your side of the table, allowing you to bring their tax expertise to your clients as needed.

What is Elevate's approach to fractional CFO services? +

Hiring a full-time CFO can cost over $250,000 annually. Elevate's fractional CFO brings the same value at a fraction of the cost, including tax planning, monthly accounting, annual valuation, cash flow planning, compensation planning, and industry benchmarking.