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Elevate by Principal
Solutions Insights

Insights

Business owner reviewing on her laptop the results of the Elevated Insights about her business.

Designed to help accelerate business growth.

Is your company’s valuation stuck in a plateau or not growing as quickly as you’d like? Let us run your business data through a professional review to deliver tailored insights and action steps for helping navigate healthy business growth.

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A business owner meeting virtually with a concierge team member to discuss the Elevated Insights.

A no-cost, in-depth look at your business

Customers

See how your customer trends impact revenue

Revenue

Gain a different view into your diversification, growth, & more

Expenses

Uncover new opportunities to save money and potential risks

Profit

Understand your revenue, loss margins, and how to improve

Action steps

Discover meaningful next steps to improve decision-making about your business growth

Elevated Insights are complementary. If you choose to work with one of our Strategic Partners, there may be costs associated with those services.

What to expect

Your insights will be tailored to your business based on your industry, number of employees, and other factors. See some insight examples:

Example charts of Elevated Insights including customer churn and late payments.

For illustration purposes only.

Customer trends

Look back at your lost customers for opportunities to win back business at a much lower acquisition cost.

Revenue and profit

View your margins to get an in-depth read on your revenue and profit compared to industry averages.

Cash flow

Keep an eye on your money coming in and money going out to maintain a healthy balance.

Revenue diversification

Understand the risks associated when your revenue is concentrated in a small number of customers or locations.

“Elevated Insights absolutely added value and shined a light on things I may have known, but never did anything about. This has been a catalyst to reprioritize some of these opportunities and move them forward.”
Tyler Dolph, CEO of Rocket Clicks

Get started today

Ready to gain a fresh perspective on your business? Take the first step by creating your free account. The rest is simple.

Connect your accounting software*

Once you create your account, simply log in and follow the steps on the home page to connect to your accounting software. The information you share with us is kept secure and confidential throughout the process.

What’s next

We run your business accounting data through our proprietary algorithms to deliver data-backed, personalized insights. If you have questions or want to pursue new ideas, our team will connect you with tools and resources.

* Supported software

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Coming soon

FreshBooks logo

Ashley Maher-Widen an Elevate by Principal concierge team member.

Lean on our team.

Sometimes it can feel lonely being responsible for a growing business. Our team is here to answer questions, offer insights, and make connections. Schedule a free conversation today.

Ashley Maher-Widen, CEPA®

Elevate by Principal concierge team member

Schedule a demo