Business Details
Your Trusted Partner for Accounting & Financial Advisory in Kalispell
At Elevated Advisory & Accounting, we redefine financial stewardship through a people-centric approach. Founded by Sarah Gould, a seasoned professional with expertise in tax, audit, and corporate finance, our firm combines decades of collective experience to deliver tailored accounting, bookkeeping, and advisory services. We specialize in transforming financial complexities into strategic opportunities, offering fractional CFO support, business consulting, and payroll solutions designed to align numbers with vision.Our team prioritizes transparency, adaptability, and integrity, ensuring clients receive personalized guidance that empowers informed decision-making. With a focus on building long-term partnerships, we serve businesses across Kalispell, MT, and beyond, helping them achieve financial clarity, operational efficiency, and sustainable growth.
Services
Bookkeeping
Payroll Services
Fractional CFO
Business Consulting
Accounting
Highlights and features
- We offer tailored financial solutions aligned with your business goals.
- Our team includes certified professionals with deep industry expertise.
- We prioritize transparency, integrity, and personalized client service.
- We provide free discovery consultations to understand your unique needs.
- We combine advanced technology with hands-on oversight for accuracy.
What people say
Knowledgeable, eager to help, personable
Respond quickly
Met deadlines
Trusted partner
Help us take care of employees
Services
Bookkeeping
Our bookkeeping services ensure accurate and organized financial records tailored to your business needs. We use advanced software and personalized oversight to track income, expenses, and transactions, providing clear insights for informed decision-making. By maintaining meticulous records, we help businesses streamline operations and focus on growth.
Payroll Services
We streamline payroll processing with precise calculations, timely payments, and compliance with tax regulations. Our services include direct deposit, W-2 preparation, and tax filings, ensuring employees are paid accurately and on time. This reduces administrative burdens and allows businesses to prioritize core operations.
Fractional CFO
Our fractional CFO services provide strategic financial guidance for business growth. We offer cash flow forecasting, budget analysis, and performance reporting to help leaders make data-driven decisions. This service is ideal for companies seeking expert financial leadership without hiring a full-time executive.
Business Consulting
We deliver targeted consulting to address financial challenges and opportunities. Our expertise includes cost optimization, job costing, and organizational restructuring, helping businesses improve efficiency and profitability. We collaborate closely to align financial strategies with long-term goals.
Accounting
Our comprehensive accounting services cover financial reporting, tax compliance, and internal controls. We ensure accurate financial statements and regulatory adherence, giving businesses confidence in their financial health. This foundation supports informed planning and sustainable growth.
People
Sarah Gould
CEO
Sarah Gould founded Elevated Advisory & Accounting after nearly two decades in tax, audit, and corporate finance. She specializes in strategic financial guidance, helping businesses navigate growth and transitions with clarity and purpose.
Regina Schwartz
Lead Accounting Specialist
Regina Schwartz is a Certified Public Accountant with expertise in nonprofit accounting. She provides strategic financial insights to mission-driven organizations, ensuring clarity and compliance while building strong client relationships.
Rachel Freeman
Controller
Rachel Freeman brings extensive experience in financial operations and reporting. As Controller, she delivers customized accounting solutions and strategic guidance to support business growth and client success.
Stephanie Rodriguez
Accounting Specialist
Stephanie Rodriguez specializes in payroll and small business accounting. With experience managing payroll for over 31 restaurants, she ensures accurate and compliant employee compensation solutions.
Jesse Beason
Accounting Manager
Jesse Beason oversees accounting and payroll operations with a focus on efficiency and client collaboration. She excels in reconciliations and financial reporting, ensuring smooth processes and timely support.
Questions
What services does Elevated Advisory & Accounting offer?
We provide bookkeeping, payroll, fractional CFO services, business consulting, and accounting solutions tailored to your business needs.
How do you customize services for different businesses?
We conduct discovery consultations to understand your unique goals and challenges, then create personalized financial strategies and solutions.
Are your team members certified professionals?
Yes, our team includes certified accountants and specialists with expertise in financial strategy, payroll, and business operations.
Do you serve businesses outside Kalispell, MT?
Yes, we serve clients in Flathead Valley, Whitefish, and surrounding areas with virtual and in-person support.
How can I schedule a free discovery consultation?
Visit our website to book a free discovery session and discuss your financial goals with our team.
