Not every challenge needs a full-time CFO.
And not every solution fits in a box.

Sometimes, you just need a strategic partner to help move a financial decision, project, or problem forward quickly and effectively.

At Elevate Advisory, our on-demand finance advisory is tailored to your stage, your goals, and your pace. Whether you're gearing up for a capital raise, untangling your Xero file, or needing clarity on margins and pricing, we step in where it counts.

You bring the ambition. We bring clarity, structure, and execution minus the fluff.

What We Can Help With

• Financial Modelling & Forecasting
  Smart, scenario-based models to support internal planning or external investment.

• Funding Preparation & Financial Storytelling
  Crafting clear, compelling financial narratives that speak your growth vision.

• Strategic Reviews & Pricing Analysis
  Uncover margin insights and pricing opportunities to drive profitability.

• Xero Clean-Up & System Optimisation
  From mess to meaning - get your financial systems clean, clear, and functional.

• Process Design & Temporary Finance Support
  Bridge resource gaps or introduce new ways of working in your finance team.

Clear Scope. Tangible Outcomes.

Our project-based support includes:

• Defined deliverables

• Transparent pricing

• Focused timelines

• No long-term lock-in

Every engagement begins with a discovery session to ensure alignment and value from day one.

Ideal For:

• Business owners in transition or growth mode

• Startups preparing for funding

• SMEs needing short-term CFO expertise

• Founders who want strategic financial support without ongoing overhead