Elevate CPA Group

We’re Elevate CPA Group—a team of CPAs, advisors, and accountants who focus solely on the financial services industry. More than “number crunchers,” we know the trends impacting your industry and how to leverage them to your advantage. Whether you’re looking to acquire new clients, new advisors, or a new firm, we help you move forward with confidence. As your strategic growth partner, we empower you to achieve your goals through a tailored solution. We have clients throughout the United States that are served from our offices in Boulder, Colorado, and Chicago, Illinois. Thanks to technology, you can access our dedicated solutions from anywhere in the U.S.