CFO-level financial clarity, without the CFO salary.
Elev8 CFO turns your accounting data into cash flow forecasts, live dashboards, and scenario plans — so you can see what's coming and make confident decisions about your business.
Built and led by an IRS Enrolled Agent · QuickBooks & Xero · Bilingual (English / Español)
TTM Revenue
$4.6M
+9.4%
EBITDA
$71K
+6.1%
13-wk Cash
$312K
+12%
Revenue & forecast
Same-week
forecast turnaround on connected books
Monthly
advisor review of your numbers
El Paso
based · serving clients across the U.S.
Everything you need to run the numbers
A complete financial planning toolkit, set up and managed for you — so the data is always current and always trustworthy.
13-week cash flow forecast
Know exactly what your bank balance will be next week and next quarter. Updated automatically as transactions clear.
Live financial dashboard
Revenue, margin, EBITDA, and KPIs in one place — synced from QuickBooks or Xero, no spreadsheets to maintain.
Scenario planning
Model a new hire, a price change, or a slow quarter and see the cash impact instantly before you commit.
Driver-based modeling
Five-year projections built on the levers that actually move your business — not last year's numbers plus 5%.
Plain-English insights
Every report comes with what changed, why it matters, and what to do about it — written by your advisor, not a chatbot.
Headcount & hiring plans
Tie compensation to the plan. See fully-loaded cost and the runway impact of every role before you post it.
Up and running in days, not months
No software to learn and no implementation project. We do the heavy lifting and hand you the clarity.
Connect your books
We link securely to QuickBooks Online or Xero. No templates, no chart-of-accounts mapping, no implementation project.
We build your model
Your dedicated advisor builds the forecast and dashboard around how your business actually runs — usually within a week.
You make better decisions
Get a monthly review and an always-current dashboard. Ask 'what if?' anytime and get a clear answer.
Reports a human can actually act on
Dashboards are only useful if you know what they mean. Every Elev8 CFO review tells you what changed, why, and the one or two moves that matter most this month.
- What drove the change in margin — and whether it's a trend or a blip
- Where cash is tight in the next 13 weeks, before it becomes a problem
- The decision in front of you, framed with the numbers attached
“Gross margin dipped 1.2 points this month, driven entirely by food cost at the Mesa St. location — not a demand problem. Cash stays healthy through the quarter, but the July payroll plus sales-tax week tightens your buffer to about $90K. I'd hold the new hire until August.”
Illustrative example using demo data.
“For the first time I know what my cash is going to do before it happens. That changed how I run the business.”
Client testimonial — placeholder pending approval
See your business in a forecast — not a rear-view mirror.
Book a free 30-minute strategy call. We'll look at your numbers together and show you what Elev8 CFO would surface.