The Company
Elevate provides CFO services to private clubs and homeowner associations at a fraction of the cost of an inhouse CFO. Elevate’s principals bring decades of experience to your operation. Our team is here to provide you with the forward-thinking financial professionals needed to properly manage the growing complexity of the club world. From financial statements and forecasting to capital and long-term planning, Elevate’s addition to your team will bring you to the next level.
The team at Elevate has experience in all major club property management systems to ensure that there is no learning curve upon engagement. In addition to our CFO services, Elevate will also consult with owners and management on the Club’s technology needs.
Core services include:
- Financial Statements
- Cash Flow Management
- Capital Planning
- Fixed Asset Management
- Budgeting and Forecasting
- Internal Controls
- Insurance Renewals (Property, Casualty, Employee Benefits)
- Agreements (Banking, Leases, etc.)
Other Services:
- Management financial training and retreats
- Software Selection
- System implementation and / or reengineering
- Automated Accounts Payable systems
- Ballot counting
- Board retreats