and Operations Manuals
Earn More. Keep More. Less Stress.
Access your books from any device - desktop, tablet, or mobile phone.
We classify your transactions according to industry standards. Always know your numbers.
We finish your books within 2 weeks of month end. Timely information can lead to strategic foresight, and not just hindsight.
Integrate Multiple Accounts
We seamlessly connect with bank accounts and credit cards so you know where you stand financially.
Work with Experts
Easy access to bookkeepers and a dedicated CPA for any questions.
If your numbers aren't where they should be, you will know and can take action.
FULL SERVICE PAYROLL
ONLINE EMPLOYEE SETUP
Save yourself time while having your employees provide their payment setup information themselves online and easily view their paycheck and W2s.
Payroll Taxes & Forms
We'll handle quarterly and year-end payroll taxes and forms for you. We also include your annual business tax returns at no additional cost.
Employees can choose to have their paychecks processed via direct deposit. We handle everything for you.
Payroll Made Easy
Just enter the hours and we'll process payroll for you. No additional processing fees. It's all included!
Work with Experts
Elevate works with the owner and office manager to cover everything related to payroll.
Review your payroll at any time with detailed reports.
FINANCIALS + DASHBOARD
Income statements that are formatted to industry standards and easy to read will help you take action in your practice. Know your assets, liabilities, and equity with company balance sheets.
METRICS AND MORE METRICS
Our dashboard puts your financial data into monthly, quarterly, and annual graphs to show trends and make strategic decisions.
KNOW YOUR NUMBERS
We track everything by key expense categories and put goals in place so you know when the numbers are off.
Seeing your data come to life in the Elevate dashboard will allow your team to know how they're performing.
ANNUAL TAXES INCLUDED
We now include annual business filings at no additional cost. Work with experts who can optimize your tax situation and help you keep more of what you make.
We review your numbers with you periodically to prepare for tax season, make purchasing decisions, and to analyze revenue and expenses to find ways to improve your practice.
SYSTEMS + MANUALS
How should you answer the phone? Greet a patient? There is a system manual and training course for every aspect of running your practice included. Train your entire team with our online modules.
CHECKLISTS FOR EVERYTHING
Our comprehensive suite of checklists will ensure your team knows the most important monthly, weekly, and daily tasks.
KEY OFFICE DOCUMENTS
We provide your office with custom new patient forms, post-op procedures, and anything else you need, both in English and Spanish. All with your office logo and in a patient-friendly format. Included is a custom Team Handbook.
PERIO EDUCATION PROGRAM
Use our comprehensive and actionable perio guide to train your hygienists and front office to follow a proven system for diagnosing perio and recommending restorative treatment.
Target patients without insurance benefits by offering a comprehensive membership plan. This is one of our most exciting offerings that offices love!
We have time-tested, proven tactics for "Wow-ing" patients. Exceed their expectations and make sure each team member is trained on our Elevated Patient Experience system.