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Frequently Asked Questions
What is the first step to working with Elevate?
Book a discovery call. In 45 to 60 minutes we learn your entities or campuses, what is not closing today and what you want off your plate, then send a scoped proposal within a week.
How quickly can you take over the work?
Most clients are fully handed over within 30 days. We connect your books, map your calendar of filings and reports, and take over the work in an orderly handoff.
Do we have to change our software?
No. We work in QuickBooks Online, Sage Intacct, Xero, NetSuite, ADP, Paylocity and the other systems you already use.
Can we start with just one service?
Yes. Many clients start with the part that is breaking, often the monthly close or payroll, and add services later without rebuilding their reporting.
Do you work with charter and private schools?
Yes. Our education team runs accounting, payroll, HR, grants and board reporting for schools, and sets up the back office for new schools during the planning year.
How does the BI Dashboard work?
We connect it to your accounting system and set it up for every entity and role. Clients sign in through the client portal, and anyone can try the demo first.