We Elevate Consultancy
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Shopping Basket
Bank Reconciliation Services
Monthly bank and credit card reconciliation for accurate books
Identification and resolution of unmatched or missing transactions
Support for clean financial close and reporting accuracy
Cash balance validation and improved financial visibility
Ensuring compliance and audit-ready financial records
Accounts Receivable Management
Customer invoicing and collections support to improve cash flow
Monitoring outstanding receivables and aging reports
Follow-up processes for timely payment recovery
Revenue tracking and customer account reconciliation
Strengthening AR controls to reduce overdue balances
Accounts Payable Management
End-to-end vendor payment processing and management
Invoice review, approval workflows, and payment scheduling
Vendor reconciliation and resolution of payment discrepancies
Expense classification and compliance with internal policies
Improved cash flow planning through structured AP controls
Due Diligence Support
Financial due diligence assistance for mergers, acquisitions, and investments
Preparation of audit-ready financial data and supporting documentation
Review of key financial statements, KPIs, and transaction risks
Coordination with investors, auditors, and legal teams
Identification of potential liabilities and compliance gaps
Valuation Services
Business valuation support for fundraising, M&A, and strategic planning
Financial modeling and valuation analysis using industry-standard methods
Support for startup equity valuation and investor discussions
Scenario-based projections to evaluate growth opportunities
Preparation of valuation reports and management insights
Mergers & Acquisitions (M&A) Support
Provide financial support throughout the merger or acquisition lifecycle
Assist with due diligence preparation, documentation, and analysis
Review financial statements, key metrics, and transaction readiness
Support valuation analysis, forecasting, and deal structuring insights
Coordinate with investors, legal advisors, auditors, and stakeholders
Identify financial risks, liabilities, and integration challenges
Support post-merger integration of accounting systems and processes
Ensure smooth transition of reporting, controls, and compliance
Deliver management insights to support strategic decision-making
Start-up Consulting Services
Business Setup & Entity Structuring
Financial Planning & Fundraising Support
Accounting & Finance Function Setup
Cross-Border Finance Services
SOPs & Process Consulting
Implementation Support
Setup and implementation of cloud accounting platforms (QuickBooks, Xero, NetSuite, etc.)
Chart of Accounts design aligned with business reporting requirements
Configuration of billing, invoicing, and expense management workflows
Integration of bank feeds, payment systems, and third-party applications
Data migration support with validation and reconciliation
Development and rollout of finance SOPs and control procedures
Implementation of month-end close processes and reporting structures
Establishing approval hierarchies and internal control mechanisms
Payroll, tax, and compliance process implementation support
Design and implementation of management reporting packs
KPI dashboards for real-time financial visibility
Budgeting and forecasting tool setup for planning and decision-making
Audit Support & Internal Controls
Preparation of audit-ready financial statements and supporting schedules
Coordination with external auditors and management of audit timelines
Assistance with statutory audits, tax audits, and internal audits
Responding to audit queries and providing required documentation
Review of accounting records to ensure completeness and accuracy
Support in resolving audit findings and implementing recommendations
Design and implementation of strong internal control frameworks
Review of existing financial processes and identification of control gaps
Development of SOPs (Standard Operating Procedures) for finance functions
Strengthening controls over payments, receivables, and expense approvals
Fraud risk assessment and mitigation strategies
Compliance monitoring and governance support
Payroll Outsourcing Services
End-to-end payroll management to ensure accurate and timely salary processing
Reduce administrative burden and stay compliant with payroll regulations
Scalable payroll solutions for startups, SMEs, and growing organizations
Monthly payroll processing and salary disbursement support
Employee payslip generation and distribution
Payroll structuring and compensation planning assistance
Leave, attendance, and reimbursement integration
New hire onboarding and employee master data management
Taxation & Compliance Services
Comprehensive tax planning and compliance support for businesses operating in India, USA, Canada and other region.
Ensure timely filing of returns, regulatory submissions, and statutory compliance
Provide expert guidance on cross-border taxation and reporting requirements
Federal and State tax compliance for businesses and startups
Preparation and filing of Form 1099, W-2, and related information returns
Support for IRS compliance, documentation, and reporting
Assistance with entity structuring and tax-efficient setup
Sales tax registration and multi-state compliance support
Year-end tax reporting coordination with CPAs
Transfer pricing basics and documentation support
GST registration, return filing, and compliance management
TDS computation, payment, and quarterly return filings
Income tax return preparation for individuals, firms, and corporates
Support for tax audits, assessments, and notices
ROC filings, corporate compliance, and statutory reporting
CFO Services (Strategic Financial Leadership)
Provide end-to-end financial strategy aligned with business goals
Support fund-raising readiness, investor reporting, and pitch deck financials
Develop financial models, budgets, and long-term forecasts
Deliver cash flow planning and working capital optimization
Advise on profitability improvement and cost control initiatives
Guide business expansion, pricing strategy, and scaling decisions
Oversee financial risk management and compliance frameworks
Support strategic decision-making through KPI dashboards and insights
Partner with founders and leadership teams as a trusted financial advisor
