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Accounting Firms

We specialize in supporting accounting firms with secure, reliable technology guidance and solutions that focus on security, operational efficiency, and client confidentiality requirements. Our expertise and guidance put you in the drivers seat to focus on what you do best instead of worrying about whether you are secure or using the right tools.

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If you...​​

  • are stuck operating like you did 10 or even 5 years ago, we can help modernize and maximize your technology investments.

  • have been scared into buying more and more cybersecurity tools, but still aren't sure if you're protected.

  • are looking to maximize your team, either domestically or overseas.

  • wish you had someone to support you in your technology decision making.

  • have other priorities or challenges not listed here!

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We can help.

 

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Corey

Corey Pottebaum

Pottebaum & Van Bruggen CPAs

"With Elevate, our hosted apps load quickly, my staff love the interface, and we are saving money each month. Elevate has been a great partner to help us maximize our team and technology."​

Services for Accountants

1

Cyber Advocacy

Cyber threats, technology, and AI are constantly evolving, and you may be unsure where to turn, especially when tech isn't your expertise. With Cyber Advocate services, we become your trusted cybersecurity, technology, and AI advisor, providing you with ongoing insights, expert guidance, and real-time updates, so you can focus on running your business. Let us be a resource when you aren’t sure which path to take, from new software purchasing, cyber insurance baselines, AI implementation, service provider reviews, or general consultations.

2

Cybersecurity Pathways

With the strategic Cyber Elevation Pathways, you’ll protect both your business and your reputation, giving you the confidence and peace of mind to focus on what you do best.

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Our clear, step-by-step approach helps businesses safeguard their reputation while strengthening security. With each pathway, you will gain a clear understanding of your cybersecurity risks, receive actionable steps to mitigate threats, and build a solid foundation for long-term security and confidence

3

Hosted Applications

With our hosted application solution, your team can securely access your software and data anytime, anywhere, from any device. We take your existing infrastructure and accounting software and migrate it into your own Microsoft Azure environment, providing a seamless transition to the cloud. You’ll benefit from the speed, reliability, and scalability of the cloud, all while improving your workflows. Whether you're team is in the office, working remotely, or overseas, your applications are always available, and always secure.

Hosted Applications

Elevate Cyber hosting gives your team secure access to applications from any device, anywhere in the world. You keep full ownership of your data and get expert support. We focus on right-sizing your solution to meet your needs. We don't do per-user pricing so you can grow your team, both domestically and overseas, with minimal costs changes.

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Financial Benefits

  • Resource-based pricing

    • Average 20% savings vs per-user pricing

  • Fixed Monthly Price​

  • Cloud Hosting Support Included

    • Guaranteed SLA​

  • Low-Cost Implementation

    • Ask about Free Implementation

  • User Management Included â€‹â€‹â€‹â€‹â€‹

    • No extra costs to create or disable users

Technical Benefits

  • Run Most Business Apps

  • No VPN Required

  • Direct Printing (no third-party tool)

  • Single Sign-On with M365/Entra ID

  • No Extra Licensing Fees (M365 BP or E3)

  • 99.995% Uptime & Automatic Cloud Backups

  • Supports Virtual Apps or full Desktops

  • Latest Office Applications

  • Secure environment for off-shore staff ​

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