Elev8 CFO
FP&A for growing businesses

CFO-level clarity, without the CFO salary.

Elev8 CFO turns your accounting data into cash flow forecasts, live dashboards, and scenario plans — so you can see what's coming and make confident decisions about your business.

Built and led by an IRS Enrolled Agent · QuickBooks & Xero · Bilingual (English / Español)
Elev8 CFO · Sunset Cantina Group
TTM Revenue
$4.6M
+9.4%
EBITDA
$612K
+6.1%
13-wk Cash
$312K
+12%
Revenue & forecast
Actual Forecast
Same-week
forecast turnaround on connected books
Monthly
advisor review of your numbers
El Paso
based · serving clients across the U.S.
What you get

Everything you need to run the numbers

Cash

13-week cash forecast

Week-by-week inflows, outflows, and ending cash, built straight from your ledger. See a gap weeks before it arrives.

Visibility

Live dashboards

Revenue, margin, EBITDA, and your industry's KPIs — synced from QuickBooks or Xero, always current, never month-old.

Decisions

Scenario planning

A hire, a price change, a slow quarter — model it and compare cash and profit impact against your base case before you commit.

Tax

Multi-year tax planning

A 3–5 year tax plan where every figure is computed, never estimated — each strategy carries its tax-code citation, deadline, dollar impact, and a cash-feasibility check against your forecast.

Explore all features →
How it works

No software to learn. No implementation project.

1
Connect your books
A secure, read-only connection to QuickBooks or Xero. We never need your banking login.
2
Get your forecast
Your 13-week cash forecast and dashboard are usually live within a week — built around how your business actually runs.
3
Decide with your advisor
A real advisor reviews the numbers with you every month — what happened, why, and what to do next.
One roof

Part of Elev8 Tax & Accounting

Your forecast is only as good as the books and tax reality underneath it. Elev8 CFO is run by the same team that can handle your bookkeeping, compliance, and returns — so nothing falls between the seams.

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See it with your numbers

The fastest way to understand the value is to look at your own business. Thirty minutes, no obligation.

Book a free strategy call