Services | Fredricks Certified Public Accountant

We truly appreciate your interest in working with Elevate Financial Services LLC.

At this time, we are only accepting new clients who are seeking comprehensive financial planning, tax planning, and investment management services. We look forward to connecting with individuals and businesses who value proactive, long-term financial guidance and strategic planning.

For more information about these services, please contact Ashley Fredricks, CPA/PFS, through the "Contact Us" page on our website.

These are some of the most common services we provide for clients. Contact us today to learn more.

Financial Statements:

Preparation
Compilation
Review

Bookkeeping:

Month end close
Bank & credit card reconciliations
Accounts payable
Budgeting and goal tracking
Payroll processing
Sales tax compliance

Business Start-Up:

Entity selection
QuickBooks consulting and setup

Training:

QuickBooks training
Accounting process setup and training

Close-up Of Person Hand Using Calculator

Income Tax Planning:

Tax projections
Tax deductions optimization
Estimated tax payments
Succession planning
Ownership changes consulting

Income Tax Preparation:

Business
Individual
Nonprofit

Financial Statements:

Preparation

Compilation

Review

​

Bookkeeping:

Month end close

Bank & credit card reconciliations

Accounts payable

Budgeting and goal tracking

Payroll processing

Sales tax compliance

​

Business Start-Up:

Entity selection

QuickBooks consulting and setup

​

Training:

QuickBooks training

Accounting process setup and training

​

Income Tax Planning:

Tax projections

Tax deductions optimization

Estimated tax payments

Succession planning

Ownership changes consulting

​​

Income Tax Preparation:

Business

Individual

Nonprofit

Tax Law Research

​