Elevation Chartered Accountants Limited

Accountant · 919 Cameron Road, Gate Pa, Tauranga, Bay of Plenty

  • Gold champion partner

    Partner status

    Gold champion partner
  • Partner since 2011

    Experience

    Partner since 2011
  • Xero payroll certified

    Certification

    Xero payroll certified
  • Xero advisor certified

    Certification

    Xero advisor certified

About us

Michelle wishes to INSPIRE people to transform their relationship with money to BELIEVE anything is possible, regardless of what goals they’ve set for themselves for the purposes of THRIVING at all levels of their being. She has one key philosophy, money is not the root cause of your dynamics, your mindset is. She can disseminate information and quickly pinpoint what is occurring for you and your organisation/and or business through her uncanny intuitive ability. She quite literally is a magician who makes the impossible possible.

Affiliations

  • Chartered Accountants of Australia & New Zealand

Meet the team

Elevation Chartered Accountants Limited advisors: 4 - Xero certifications: 4

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Michelle Mortlock

Director - Elevation Chartered Accountants Limited

Profile image for Michelle Mortlock
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.
  • Xero payroll certified
    Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
  • Trade & construction
    Has training and expertise in advising on apps for trade and construction businesses.
  • Retail & ecommerce
    Has training and expertise in advising on apps for retail and ecommerce businesses.
  • Professional services
    Has training and expertise in advising on apps for professional services firms.

Moving your business to the next level? As a boutique accounting firm we can offer services that meet your demands. Assisting and providing advice to clients on a large variety of issues.

Elevation Chartered Accountants Limited: Bank experience

Clients of Elevation Chartered Accountants Limited connect to a range of banks via Xero. Elevation Chartered Accountants Limited specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections


  • ANZ (NZ)
  • ASB (NZ)
  • BNZ (NZ)
  • BarterCard (NZ)
  • Farmlands (NZ)
  • Kiwibank (NZ)
  • PayPal
  • SBS Bank (NZ)
  • Stripe
  • TSB Bank (NZ)
  • Westpac (NZ)

Elevation Chartered Accountants Limited: Industry experience

Elevation Chartered Accountants Limited works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industry Specialist


  • Professional services

    Specialist

    Professional services
  • Retail & ecommerce

    Specialist

    Retail & ecommerce
  • Trade & construction

    Specialist

    Trade & construction

Industries Served


  • Accommodation and hospitality
  • Administration and support services
  • Agriculture
  • Arts and recreation
  • Construction and trades
  • Education
  • Finance and insurance
  • Healthcare and social services
  • Manufacturing
  • Marketing, advertising and consulting
  • Media and communications
  • Not-for-profit
  • Professional services
  • Real estate and hiring services
  • Repairs and personal services
  • Retail
  • Transportation and storage

Elevation Chartered Accountants Limited : App experience

Elevation Chartered Accountants Limited serves clients who use 3 different apps that connect and integrate with Xero.



Connected apps

Find us

Elevation Chartered Accountants Limited has an office in 1 location

Tauranga

919 Cameron Road, Gate Pa, Tauranga, 3112, Bay of Plenty

+7 5785803

New to Xero? Elevation Chartered Accountants Limited can help

Xero is beautiful online accounting software for smaller businesses. Elevation Chartered Accountants Limited can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

  • Partner since 2011
Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.