Insights

SMB Market Focus Elevated Advisory & Accounting serves small to mid-sized businesses, with revenue between one and ten million dollars, indicating a market opportunity to offer tailored financial solutions and growth strategies suitable for emerging companies seeking scalable accounting support.

Technology Adoption The company utilizes a modern tech stack including QuickBooks, BILL, and Karbon, presenting opportunities to introduce advanced financial management tools, automation, and integrations that can enhance operational efficiency for similar clients.

Growth Potential With a relatively small team of 11-50 employees, Elevated Advisory & Accounting is positioned for agile expansion, providing a potential client base for premium consulting, outsourced CFO services, or financial advisory offerings to fuel their growth.

Industry Niche Operating in the competitive accounting industry with peers like Grant Thornton and RSM, the firm can leverage efficiencies and differentiation to attract local businesses seeking personalized financial services in Montana and nearby regions.

Market Differentiation By emphasizing a collaborative, authentic approach, Elevated Advisory & Accounting can position itself as a strategic partner for clients looking for personalized, high-touch service, opening opportunities for premium service packages and long-term client relationships.

Elevated Advisory & Accounting Tech Stack

Elevated Advisory & Accounting uses 8 technology products and services including QuickBooks, BILL, Karbon, and more. Explore Elevated Advisory & Accounting's tech stack below.

  • QuickBooks
    Accounting And Finance
  • BILL
    Accounting And Finance
  • Karbon
    Communication And Collaboration
  • Cloudflare
    Content Management System
  • SendGrid
    Email Delivery
  • Google Fonts API
    Font Scripts
  • Video.js
    Javascript Libraries
  • Apache
    Web Servers

Media & News

Elevated Advisory & Accounting's Email Address Formats

Elevated Advisory & Accounting uses at least 1 format(s):
Elevated Advisory & Accounting Email FormatsExamplePercentage
First@elevatedaccounting.comJohn@elevatedaccounting.com
44%
Last@elevatedaccounting.comDoe@elevatedaccounting.com
6%
First@elevatedaccounting.comJohn@elevatedaccounting.com
44%
Last@elevatedaccounting.comDoe@elevatedaccounting.com
6%

Frequently Asked Questions

Where is Elevated Advisory & Accounting's headquarters located?

Minus sign iconPlus sign icon
Elevated Advisory & Accounting's main headquarters is located at 213 S Main St, 3 Kalispell, MT 59937, US. The company has employees across 1 continents, including North America.

What is Elevated Advisory & Accounting's official website and social media links?

Minus sign iconPlus sign icon
Elevated Advisory & Accounting's official website is elevatedaccounting.com and has social profiles on LinkedIn.

What is Elevated Advisory & Accounting's NAICS code?

Minus sign iconPlus sign icon
Elevated Advisory & Accounting's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Elevated Advisory & Accounting have currently?

Minus sign iconPlus sign icon
As of October 2025, Elevated Advisory & Accounting has approximately 11 employees across 1 continents, including North America. Key team members include Ceo/Founder: S. G.Chief Of Staff: E. S.Accounting Specialist: J. B.. Explore Elevated Advisory & Accounting's employee directory with LeadIQ.

What industry does Elevated Advisory & Accounting belong to?

Minus sign iconPlus sign icon
Elevated Advisory & Accounting operates in the Accounting industry.

What technology does Elevated Advisory & Accounting use?

Minus sign iconPlus sign icon
Elevated Advisory & Accounting's tech stack includes QuickBooksBILLKarbonCloudflareSendGridGoogle Fonts APIVideo.jsApache.

What is Elevated Advisory & Accounting's email format?

Minus sign iconPlus sign icon
Elevated Advisory & Accounting's email format typically follows the pattern of First@elevatedaccounting.com. Find more Elevated Advisory & Accounting email formats with LeadIQ.

When was Elevated Advisory & Accounting founded?

Minus sign iconPlus sign icon
Elevated Advisory & Accounting was founded in 2014.

Elevated Advisory & Accounting

AccountingUnited States11-50 Employees

At Elevated Accounting, we believe in people, and people should do what they love for a living. Lucky for you, we love numbers; numbers are what we do. Running a business is hard enough, let us be your strategic partner to elevate your success!

We translate the financial lingo.

We collaborate on creating a solid foundation for your business.

We provide an authentic atmosphere.

Section iconCompany Overview

Headquarters
213 S Main St, 3 Kalispell, MT 59937, US
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2014
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Elevated Advisory & Accounting's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Elevated Advisory & Accounting's revenue is estimated to be in the range of $1M$10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.