Elementum

Essentials

  • Build financial clarity from day one. Our Bookkeeping Basics package is designed for early-stage founders who want clean, reliable books without the fuss. From monthly reconciliations to GAAP-aligned reports, we’ll help you establish smart habits and stay ready for what’s next.

  • Stay ahead of your numbers as you scale. This tier is built for growing businesses that need more than just clean books — they need financial visibility and proactive support. From AR/AP tracking to sales tax prep and monthly check-ins, we’ll help you keep your operations sharp and your cash flow under control.

  • Turn your financial data into decisions. This tier is for founders who want more clarity and control as their business grows—without the need for a full finance team. With custom reporting, planning tools, and monthly insight sessions, we help you stay organized, prepared, and confident in your next move.

  • (Available Across All Tiers):

    • Historical catch-up or clean-up

    • A/R or A/P Clean-Up

    • QuickBooks/Xero setup or migration

    • Sales tax coordination (via Avalara, TaxJar, etc.)

    • Custom dashboarding

    • 1099 tracking & year-end vendor reports

Elementum Essentials
Engagement types

Foundational financial clarity, delivered with consistency and care.

Elementum Essentials is the bookkeeping division of Elementum Insights, created to serve founders, small teams, and scaling businesses that need reliable, execution-level financial support. While Elementum Insights focuses on executive advisory—offering fractional leadership across finance, operations, integration, and people strategy—Elementum Essentials delivers the day-to-day accuracy that keeps your books in order and your operations audit-ready.

We offer structured, tiered bookkeeping services tailored to your business stage, with everything from monthly reconciliations and AP/AR tracking to cash flow snapshots and financial prep for tax season. Every service is designed to help you build and maintain a strong financial foundation—so when you're ready for deeper strategic insight, your books will be ready to support it.

We offer three engagement models Which May be Combined with Elementum Insight Engagements:

Foundation

For early-stage founders building solid financial habits.

What It Looks Like:

  • Monthly categorization and bank/credit card reconciliations

  • Clean, GAAP-aligned financials (P&L, Balance Sheet, Cash Flow)

  • Chart of accounts setup and maintenance

  • Email support within 2 business days

  • Up to 2 connected accounts

Great For:

  • Solopreneurs and startups just getting started

  • Businesses preparing for year-end tax filing

  • Founders who want reliable, no-frills financial hygiene

Growth

For businesses scaling operations and needing a proactive financial backstop.

What It Looks Like:

  • Everything from Tier 1

  • Accounts receivable and payable tracking

  • Monthly 30-min financial check-in

  • Sales tax tracking and filing prep

  • Payroll coordination support

  • Up to 5 connected accounts

  • Priority email support (within 24 hours)

Great For:

  • Teams scaling operations or headcount

  • Founders who want to stay ahead of cash flow

  • Companies preparing for fundraising or grants

Clarity

For businesses that want a deeper understanding of their numbers—without bringing on a full finance team.

What It Looks Like:

  • Everything from Tier 2

  • Custom monthly reporting and performance dashboards

  • Cash flow projections and planning tools

  • Budget tracking and variance summaries

  • Pre-audit financial prep & documentation support

  • Monthly financial insight session (60 min)

  • Direct communication channel for questions and updates

Great For:

  • Companies preparing for investor updates, grant applications, or internal reviews

  • Founders who want more visibility into cash and burn without hiring a CFO

  • Teams seeking steady, high-level financial organization and prep

See it for Yourself

Curious about the impact of working with Elementum Insights? Don’t just take our word for it—hear directly from the leaders and teams we've partnered with. Our clients share how our strategic, hands-on approach has transformed their operations, aligned their teams, and laid the groundwork for sustainable growth. Explore their stories and see what’s possible when foundation comes first.

Need more robust support?

Your books shouldn’t just be balanced—they should be built to support growth. Whether you’re just starting out or scaling fast, Elementum Essentials provides the structure, clarity, and consistency your business needs to move forward with confidence.

Explore our Elementum Insights Services.