A monthly rhythm you can rely on
Monthly bookkeeping
Transactions categorized, accounts reconciled, and the month closed on schedule — every month. For trades, "categorized" means mapped to jobs, not a catch-all.
Financial statements
P&L, balance sheet, and cash flow you can actually make decisions with — not a data dump. Prepared for management's use; Elev8 does not perform audit, review, or compilation.
Cleanup & catch-up
Behind on the books? We rebuild messy or abandoned ledgers and get you current before the next filing. Scoped and quoted separately at engagement.
Platform migration
QuickBooks → Digits migration and setup, on the AI-native ledger that cut our own firm's close from 18 days to 5. Optional — not a precondition for an assessment call. Elev8 is a Knowify Certified Advisor.
Payroll & 1099s
Payroll processing coordination and contractor compliance — W-9s collected, 1099s filed on time. Published tiers include payroll through Gusto (up to 10 employees, one state).
Secure document portal
Everything flows through an encrypted client portal — no receipts in email threads, no shoeboxes.
Clean books are the foundation everything else stands on
Tax strategy, compliance filings, and CFO forecasting all run on the same ledger. When we keep the books, the whole system works from one set of numbers.
Published retainers, flat every month
Three flat monthly tiers (Essentials, Advisory, CFO), confirmed after a thirty-minute assessment call. Thirty-day onboarding: books connected, Gusto set up, access granted, prior filings reviewed.
Questions, answered
Do I have to leave QuickBooks? +
No. Not as a precondition for a conversation. We also migrate QuickBooks → Digits when that is the right move.
Can you rebuild a messy ledger? +
Yes. Cleanup and catch-up are quoted separately if the books are not current enough to start Advisory or CFO.
Do you run payroll? +
Payroll is coordinated through Gusto; up to 10 employees in one withholding state is included in every engagement. 1099s are annual prep and e-file.
Are these audited financials? +
No. Management-use statements only. No audit, review, or compilation.
What does monthly bookkeeping cost? +
Essentials includes the books plus the compliance-and-return stack in that tier. Final fee after assessment, scaled by entities, volume, and headcount.