
Elevate FP&A was built with entrepreneurs in mind.
After working across a wide range of industries, I had a defining realization in 2022. I had always been drawn to entrepreneurship, but struggled to identify a business I felt compelled to build—until I found myself surrounded by truly entrepreneurial leaders for the first time in my career.
That experience made one thing clear: I could use the accounting and finance expertise I had built over years to support founders and leaders who didn’t live and breathe finance —but needed it to grow.
That insight became the foundation for Elevate FP&A: a strategic finance partner designed to help you confidently execute your next big move.
Over the course of my career, I’ve led finance functions for companies ranging from a few million in revenue to $250 million. My experience spans operational finance and daily cash flow management, system and workflow design, owning month‑end close, financial modeling, long‑range strategic planning, and M&A support—everything you’d expect from a seasoned finance leader.
Now, I bring that experience to business owners like you—so you can gain clarity, make better decisions, and take your business to the next level.
Let’s talk.
To build the bridge between every transaction and your next big move
To leave every business better than we found it—equipped with lasting stability, organization wide financial acumen, and the confidence to grow beyond us.
We believe every business owner should understand their numbers.
We show up, stay consistent, and keep your financials accurate.
We help you plan ahead, not just look back.
We focus on helping your business move forward.
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