Elevated Advisory & Accounting
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Publishes a starting price
- Local or remote?
- Local + remote
- Software?
- QuickBooks
Who they say they serve: restaurants, construction, nonprofits, professional services, churches (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 4 of 5 core services; publishes a starting price.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Elevated Advisory & Accounting | home page Oct 27, 2026 | |
| Website | https://www.elevatedaccounting.com/ | home page | |
| Office locality | Kalispell, MT | home page | |
| Service area | United States (stated by the firm) | home page | |
| Phone | +14068001008 | home page | |
| Offers bookkeeping | Documented: Accounting, Bookkeeping & Advisory Services in Kalispell, MT | Elevated Advisory and Accounting top of page... | home page | |
| Catch-up / cleanup | Documented: Bookkeeping & QuickBooks Cleanup Services | Montana | Elevated top of page Bookkeeping Cleanup Not Sure You Can Trust Your Books?... | /services/bookkeeping-cleanup | 5 pts (max 5) |
| AP / AR | Documented: ...of accounts 04 Balances that don't match your actual accounts 05 Old or inaccurate accounts receivable & payable 06 Payroll - related discrepancies 07 Uncategorized or incorrectly... | /services/bookkeeping-cleanup | 4 pts (max 4) |
| Payroll coordination | Documented: ...are designed to guide and remove friction so you can free your focus. Bookkeeping & Payroll Good financial footing starts here. Learn More Bookkeeping & Payroll Business... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...and up to date I handle: Bookkeeping, reconciliations, payroll, compliance, and month-end close What this means for you: Clean, reliable numbers you can trust “I record and... | /services/advisory-services/fractional-cfo | 6 pts (max 6) |
| Industries served (documented) | restaurants, construction, nonprofits, professional services, churches, startups, manufacturing | home page | 5 pts (max 5) |
| Software supported | QuickBooks | /services/bookkeeping-cleanup | 5 pts (max 5) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| Pricing approach published | Publishes a starting price: "starting at $300/mo" | /services/bookkeeping-payroll | 6 pts (max 6) |
| What is included / excluded | Documented: ...What kinds of questions can I bring to you? How do we work together on Advisory? What's included in advisory services? I feel behind and overwhelmed - is Advisory still a good fit?... | /services/advisory-services/fractional-cfo | 5 pts (max 5) |
| Onboarding described | Documented: ...you can lead with confidence and free your focus for what fuels you. Start Now OUR PRocess rooted in Montana, Built To Reach Further Montana has shaped more than where we work.... | /about | 4 pts (max 4) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Reporting cadence stated (0 pts, max 4); Named contact / team (0 pts, max 3); Communication channel / process (0 pts, max 3).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'Elevated Advisory & Accounting' in Kalispell, MT on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Montana Board of Public Accountants license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 21 of 23 evidenced items come from Elevated Advisory & Accounting's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.