What Elevate Consulting Group does

Elevate Consulting Group is a privately held, founder-led outsourced accounting and business consulting firm established in 2018 and headquartered in Phoenixville, Pennsylvania. It serves growing small and mid-market businesses across Pennsylvania, New Jersey, and Delaware, delivering bookkeeping, financial reporting, tax preparation, executive advisory, software selection, and ERP implementation services through a team that includes CPAs, CFEs, and MBAs, with prior experience at firms such as Deloitte.

The firm's core offering is structured around a tiered membership model — Core ($1,500/month), Plus ($4,000/month), and Premier ($7,500/month) — supplemented by Enterprise custom contracts and hourly project work billed at $75–$300/hour. Services are organized into seven lines (Accounting & Compliance, QuickBooks Online, ERP & Data Services, Tax Services, Executive Consulting, Software Consulting, and Intuit Enterprise Suite) and packaged by industry vertical: Construction, Manufacturing, Landscaping, Retail, Professional Services, and Enterprise/Multi-Entity.

Elevate's go-to-market is sales-led and consultation-driven, supported by SEO-optimized industry landing pages, a blog and resource center, a weekly email newsletter, and Instagram. Technology is delivered through QuickBooks Online, the Canopy client portal, and a member portal at bookkeeping-lite.elevatecg.us. In June 2026, the firm announced a Flagship partnership with Intuit to resell and implement the Intuit Enterprise Suite, an AI-native multi-entity ERP, signaling an up-market move into scaling mid-market and multi-entity engagements beyond its traditional SMB bookkeeping base.

Name

Elevate Consulting Group

Legal name

Elevate Consulting Group

Website

https://elevatecg.us

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Elevate Consulting Group is a privately held boutique outsourced accounting and consulting firm based in Phoenixville, PA, serving growing SMB and mid-market businesses across Pennsylvania, New Jersey, and Delaware through tiered membership-based accounting, tax, ERP, and executive advisory services.

Ownership category

akta.pro rank

Product category

Outsourced Accounting & Business Consulting Services

NAICS

Other Management Consulting Services (541618), Administrative Management and General Management Consulting Services (541611), Management Consulting Services (54161), Custom Computer Programming Services (541511)

SIC

Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Financial Management & Performance Improvement Consulting (BPAHACAF)

akta.pro secondary industries

ERP, CRM & Enterprise Applications Consulting (BPAHAEAI), Organization Design & Operating Model Consulting (BPAHAGAB), Corporate Strategy Advisory (BPAHADAA)

Keywords

• Outsourced accounting services
• Bookkeeping and financial reporting
• QuickBooks consulting services
• ERP implementation consulting
• Executive business consulting

Headquarters

HQ city

Norristown

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Membership-Based Accounting Services: Subscription-based monthly membership services providing ongoing bookkeeping, accounting, and financial support. Three tiers: Core ($1,500/month), Plus ($4,000/month), and Premier ($7,500/month), plus enterprise custom pricing. Services include bookkeeping, reconciliation, financial reporting, payroll support, and advisory services depending on tier.
2. Professional Services & Consulting: Project-based professional services including QuickBooks setup, ERP implementation, tax preparation, and executive consulting. Billed at hourly rates: CPA/Controller/CFO/Consulting at $300/hour, Senior Accountant at $250/hour, Staff Accountant at $200/hour, Bookkeeping at $150/hour, Office Support at $75/hour. Milestone-based billing with 50% upon signing and 50% upon completion.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Elevate Consulting Group provides outsourced accounting, bookkeeping, financial reporting, and advisory services to growing businesses. Its core offerings span Accounting & Compliance, QuickBooks Online setup and optimization, ERP & Data Services (including Intuit Enterprise Suite implementation), Tax Services, Executive Consulting, and Software Consulting, sold as tiered monthly memberships plus hourly professional service engagements, with industry-specific workflows for construction, manufacturing, landscaping, retail, professional services, and multi-entity organizations.

Product overview

Elevate Consulting Group is a consulting and professional services firm that offers a portfolio of seven distinct service offerings rather than a unified software product. The core services include Accounting & Compliance Services (bookkeeping, financial reporting, payroll support), QuickBooks Online Services (setup, cleanup, optimization), ERP & Data Services (implementation, migration, integration), Tax Services (preparation, compliance, planning), Executive Consulting (strategic guidance, planning, advisory), Software Consulting (systems selection, workflow optimization), and Intuit Enterprise Suite Services (implementation and support for Intuit's ERP platform). These services are delivered through a membership pricing model with tiered levels (Core, Plus, Premier) and enterprise custom pricing, supported by a team of accounting professionals and consultants. The company also provides industry-specific solutions for construction, manufacturing, landscaping, retail, professional services, and enterprise/multi-entity organizations.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting & Compliance Services Ongoing bookkeeping, financial reporting, accounts payable/receivable support, payroll coordination, and financial system organization for growing businesses; delivered as part of recurring monthly client engagements.
• QuickBooks Online Services Setup, cleanup, optimization, and ongoing support for QuickBooks Online environments, including chart of accounts restructuring, workflow optimization, and reporting setup for growing businesses.
• ERP & Data Services ERP system selection, implementation, data migration, system integration, process design, and reporting structure services for businesses with complex, multi-entity operations.
• Tax Services Business and individual tax preparation, sales tax compliance, entity structure guidance, and proactive tax planning services for growing businesses and their owners.
• Executive Consulting Strategic guidance including organization, strategic planning, process/procedure design, HR and team development, marketing positioning, and ongoing advisory support for business leadership.
• Software Consulting Software selection strategy, workflow optimization, system integration, operational system organization, and automation efficiency improvements for growing businesses.
• Intuit Enterprise Suite Services Implementation support, multi-entity financial organization, consolidated reporting systems, workflow optimization, and AI-powered operational visibility for the Intuit Enterprise Suite ERP platform, delivered to scaling mid-market businesses.

Quantifiable outcome

• Move from reactive decision-making to intentional, forward-focused growth
• +3 more outcomes

Named customers5 records

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

One partnership is on record.

• IntuitflagshipTechnology or Integration · 17 June 2026Elevate Consulting Group announced a partnership with Intuit Inc. to deliver Intuit Enterprise Suite to the firm's growing list of scaling, mid-market businesses. Elevate will deliver meaningful client services coupled with Intuit's AI-native, intelligent ERP platform, which simplifies complexities of scaling, multi-entity businesses and automates workflows through a modern, intuitive experience. The partnership enables Elevate to continue meeting needs of scaling clients with Intuit Enterprise Suite to streamline workflows and deliver proactive, data-driven insights that drive faster decisions and fuel profitability. Intuit Enterprise Suite provides enterprise-grade power and AI-driven intelligence including multi-entity and multi-dimensional financial management, business intelligence and reporting, payments and bill pay, project profitability, payroll, HR, and marketing.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Anders CPAs + Advisors: Mid-market CPA and advisory firm offering accounting, tax, and consulting across industries. Highly comparable vertical-specialized service model and similar target client size to Elevate's mid-market tier.
• Pilot: Tech-enabled outsourced bookkeeping, accounting, and CFO services for growing businesses. Directly comparable to Elevate in serving SMB and mid-market clients with subscription-based books, but at significantly larger scale and venture-backed.
• 1-800Accountant: National outsourced accounting, bookkeeping, and tax service targeting small and growing businesses. Comparable GTM and service mix, though operating at much larger scale and broader geographic reach than Elevate.
• Bookkeeper360: Outsourced bookkeeping and accounting firm using Xero and QuickBooks Online, with advisory and CFO services. Closely matches Elevate's membership-style pricing, cloud accounting stack, and SMB/mid-market target.
• Botkeeper: AI-assisted bookkeeping and accounting service combining software automation with human accountants. Competes in the same outsourced bookkeeping category for growing businesses, with similar subscription pricing tiers.

Regional players

• Whitley Penn: Mid-market CPA and advisory firm providing outsourced accounting, tax, and consulting to growing businesses. Comparable industry-vertical and outsourced accounting practice mix, though operating primarily in the South Central U.S.
• Kreischer Miller: Pennsylvania-based accounting and business advisory firm serving closely held and mid-market companies. Direct regional overlap with Elevate's Pennsylvania, New Jersey, and Delaware footprint and similar outsourced accounting offerings.
• Sax LLP: Mid-Atlantic accounting, tax, and advisory firm with offices across New Jersey, New York, and Connecticut. Comparable mid-market client focus, outsourced accounting services, and advisory practice overlap with Elevate's regional verticals.

Broad incumbents

• RSM US: Global audit, tax, and consulting firm focused on the middle market. Provides outsourced accounting, ERP implementation, and CFO advisory that overlap with Elevate's higher-end Premier and Enterprise tiers.
• BDO USA: Top-tier U.S. accounting and advisory firm serving mid-market and enterprise clients with audit, tax, and consulting. Overlaps with Elevate's Enterprise & Multi-Entity and executive consulting offerings, but at far greater scale and breadth.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/Elevate.Consulting.Group
• LinkedInlinkedin.com/company/elevate-c-g

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Elevate Consulting Group