Elevate Your Financial Strategy. Empower Your Growth.
Fractional CFO and Strategic Finance Solutions for Mission-Driven Organizations
Our Mission
At Elevate Finance BI, we strive to empower small businesses with actionable insights through advanced business and data analytics. Our mission is to elevate your financial decision-making ability and process with innovative solutions providing:
- Financial clarity.
- Operational resilience.
- Strategic foresight.
Elevate Finance BI helps leaders unlock smarter, faster, more impactful financial decisions.
Elevate Finance BI's Visual Journey: Browse Our Photo Gallery
At Elevate Finance BI, we believe finance isn’t just about numbers—it’s about transformation.
We partner with founders, CEOs, and mission-driven organizations to build sustainable financial models, drive operational excellence, and power long-term growth.
Whether you're scaling, seeking funding, or building future-ready financial systems, we’re here to elevate your finance function from tactical
Strategic Financial Services Designed to Empower Your Growth.
Services:
- Fractional CFO/ Interim or part-time CFO leadership
- Strategic planning, cash flow management, and financial modeling
- Executive reporting for boards, lenders, and investors
FP&A and Financial Strategy
- Rolling forecasts and strategic budget planning
- KPI development, scenario modeling, and executive dashboarding
- Data-driven decision support aligned with organizational goals
Financial Systems & Automation
- Power BI dashboard implementation
- ERP advisory (Banner, Oracle, NetSuite, Jenzabar)
- Workflow optimization and process automation
Specialized Services
- Audit readiness and internal control enhancement
- Endowment, grants, and fund management for mission-driven organizations
Strategic finance consulting for nonprofits, higher education, and growing businesses