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Kaitlyn Alderete
Business Name:
Elevate Accounting Inc.
Business Description:
Our bookkeeping services provide high-quality personalized solutions, processes, and design for personal bank account management to professional business bookkeeping.
How Business Creates Value:
Our goal is not only to provide a personalized set of services that fits their needs and goals, but also to provide accurate financial records showing them where they’ve been and where they are now. Knowing where you stand is half the battle to financial success and stability, whether that be personal or business. Our practical experience across industries, paired with leveraging professional relationships, helps clients navigate their finances and business decisions with the confidence to take on whatever is next. Our clients define success; we help them get there - even if that means they outgrow us.
How Member Creates Value:
I have spent my career working alongside a diverse group of financial professionals, which has given me a unique understanding of how different financial services and strategies integrate and affect one another. Bookkeeping can be straightforward, but I recognize the power of understanding a client's goals and collaborating with their internal teams and other financial professionals to design a bookkeeping system and process that provides a foundation and context for their next chapter. With this in mind, I have curated a network of professionals and developed processes that allow my clients' bookkeeping to do more and grow with them.

WHO AM I

I am a problem solver with a creative side, and I love to learn how things work and make them work better. I have a passion for helping people achieve their goals, whether it is personal or business success. When they win, I win. This extends to all aspects of my work and life, which is why taking over my mother’s already successful bookkeeping practice made so much sense. With my background, I had the knowledge to continue to provide the services she had and lean into integrating a client's personal or business goals into their bookkeeping design and plan.

WHY I'M HERE

I am not afraid to use my resources, and that is why I am here. My business is referral-only because money is a highly personal topic, and finding the right fit requires a personal touch. An integral part of my business model is connecting people to high-quality and reliable solutions. Sometimes that means collaborating as part of a team, and other times it is about passing the baton when the success of my client means they no longer need my regular support. We provide regular or project-based bookkeeping services for individuals and small businesses at any stage, staff QuickBooks training, and consulting services.

Skills

  • QuickBooks Online
  • QuickBooks Destop
  • Excel
  • Bookkeeping
  • Bookkeeping Design
  • Relationship Management
  • Coaching

Credentials

  • Bachelors of Science; California State University of Sacrmento
  • Masters in Business Administration; Pepperdine Graziadio Business School

Interests

  • Problem Solving
  • Family Time
  • Community Service
  • Musicals & Theater
  • Working with my Hands

Experience

  • Finance Operations Manager, Peppperdine University
  • Finance Systems Analyst, Pepperdine University
  • National Account Relationship Manager, Pacific Southwest Financial

Languages

  • English