How it works
What working with us actually looks like.
Every engagement starts with a conversation, not a proposal. We scope work based on what we find — not based on a fixed package.
The process
From first call to ongoing engagement.
01
Book a consultation call
We start with a 45-minute call to understand the current state of your finance workflows, systems, and team. No prep required. We ask the questions.
02
Receive a scoped proposal
After the call, we send a written proposal that names the problem, the recommended engagement type, scope boundaries, and pricing. No surprises.
03
Begin the engagement
Engagements start with a structured discovery week. We review your current processes, systems, and data before any work is done or recommendations are made.
04
Ongoing retainer or fixed-scope delivery
Most clients move into a monthly retainer after the initial engagement. Fixed-scope projects (automations, integrations, assessments) are delivered with clear milestones and sign-off.
Who leads what
Both founders review every assessment. Each leads their domain.
Finance Partner
Arabel Ortega
Finance operations, AR and billing workflows, close and reconciliation, reporting, and fractional finance engagements.
Technology Partner
Andrew DiCosmo
Workflow automation, AI implementation, cloud architecture, API integrations, and enterprise systems delivery.
In scope
What we do
- Finance workflow design, documentation, and cleanup
- AR management, billing accuracy, and collections cadence
- Month-end close support, reconciliation templates, and reporting
- Workflow automation: invoicing, reporting, approvals, alerts
- AI implementation for finance, operations, and document workflows
- NetSuite, QuickBooks, Stripe, HubSpot, and Salesforce integrations
- Operational dashboards and leadership reporting
- Team coaching, handoff documentation, and exception handling
Out of scope
What we don't do
- Tax preparation or filing
- Audit representation or attest services
- Legal or compliance opinions
- Full-time embedded staffing (we work alongside your team, not instead of it)
Pricing & terms
Scoped to the engagement, not to a package.
Retainer pricing, engagement minimums, and payment terms are discussed during the scoping call and confirmed in the written proposal. We don't publish fixed packages because the right scope depends on what we find.
Assessment
Scope, cost, and timeline confirmed during the consultation call before any work begins.
Retainer structure
Monthly retainers priced based on engagement type, scope, and team involvement. Discussed and agreed in writing before kickoff.
Exit terms
Cancellation terms are stated clearly in the engagement agreement. We do not lock clients into open-ended commitments.
Elevate Finance Group
Ready to start the conversation?
Book a 45-minute consultation call. We'll scope the engagement together.
Book a consultation