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Elite Financial ConsultanTElite Financial ConsultanTElite Financial ConsultanTElite Financial ConsultanT
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Elite
Financial
ConsultanT

Elite Financial ConsultanTElite Financial ConsultanTElite Financial ConsultanT

We believe in Entrepreneurs and Small Businesses

We believe in Entrepreneurs and Small BusinessesWe believe in Entrepreneurs and Small BusinessesWe believe in Entrepreneurs and Small Businesses

We manage finances so business owners can focus their passions at an Elite level. 

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(408) 705 - 7802

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"Elite Financial Consultant really helped revolutionize the way I account for my business, from bookkeeping to tax preparation."

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Compliance

Compliance

Compliance

Our Quickbooks Certified Pro Advisors offer compliance services and even more for taxes: Personal, business, and corporate, Knowledgeable Local Sales Tax, VAT, Legally Required Corporate Documentation.


Management

Compliance

Compliance

Bookkeeping: Manage daily transactions, Payroll: Management of payroll and taxes, Planning: Reporting and advice to support growth, Payables & Receivables: Management of suppliers.



Advisory

Compliance

Advisory

Reporting: Help directors make informed decisions, Capital Fundraising: Advice on seeking equity to help grow your business, Mergers & Acquisitions: Financial planning for M&A.



When should I contact an accountant?

As soon as you start to think about your business, an accountant becomes key to taking the best next steps. We can discuss your business's organization, tax purposes and operations, along with target pricing and profit margins.  

What are my options for raising money?

Get some impartial advice from an accountant before you consult the bank. A bank will want to see a strong business plan and organized records. Let us help you get ready for your business's next step!  

How can I know which accountant is right for me?

Does your accountant return your calls? Do you feel comfortable asking them a question? Do you feel heard? With the right accountant, the answers should be a resounding "Yes!"

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