Elevate Financial Consulting
ElevFi
Elevate Financial Consulting
Expert tax strategies and business solutions
to help you achieve financial success and long-term growth
✅ Serving clients with expert tax & financial strategies.
At ElevFi, we provide expert tax strategies, financial planning, and business advisory services. With deep expertise and integrity, we help individuals and businesses navigate complex financial challenges with confidence.
20+ Years of Financial Expertise
Accounting & Financial Reporting
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Accurate bookkeeping & financial statement preparation
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GAAP-compliant financial reporting for transparency and accountability
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Process automation & efficiency improvements
Tax & Accounting
for Estate & Trust
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Comprehensive tax planning for estates and trusts
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Accounting and financial reporting for fiduciary entities
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Wealth preservation strategies to optimize estate distribution and minimize tax liabilities
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Trust administration support for executors, trustees, and beneficiaries
Strategic Business Advisory
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Financial forecasting & budgeting to drive business growth
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Cash flow management & optimization
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Profitability analysis & financial modeling
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Business valuation for mergers, acquisitions, and strategic planning
Wealth Management
& Investment Strategies
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Personalized wealth management planning to grow and protect assets
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Retirement planning & investment strategy development
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Estate planning & wealth transfer solutions
Tax Planning & Compliance
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Strategic tax planning to optimize deductions and minimize liabilities
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Business and personal tax compliance to meet federal and state regulations
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IRS audit support & tax resolution services
Nonprofit & Small Business Consulting
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Grant accounting & compliance support for nonprofits
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Fund management & financial oversight
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Advisory services for startups & small businesses
OUR TEAM
Adeline Freedman, CPA
Founder & Principal Advisor
Adeline brings over two decades of financial leadership experience to ElevFi. A licensed CPA and former corporate controller, she has partnered with startups, nonprofits, and families to strengthen financial systems, support sustainable growth, and guide complex decision-making. Her approach combines strategic insight with a deep understanding of tax implications and financial performance — always focused on creating long-term value and profitability.
Adeline holds an MBA from the National University of Singapore, a Master’s degree in Accounting from Golden Gate University, and a certificate in Business Valuation, Business Models, and Corporate Innovation.
Outside of work, she is a dedicated advocate for financial empowerment in underserved communities.
Need more details? Contact us
We are here to assist. Contact us by phone, email or via our social media channels.
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Elevate Financial Consulting
83 Stonetree Lane,
Novato, CA 94945
Telephone: 415-827-8266
Email: support@elevfi.com