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Privacy Policy

Effective date: August 13, 2026

Privacy Policy

Effective date: 13 August 2026

1. About this policy

This Privacy Policy explains how Elim Financials, also known as Elim Financials Solutions, collects, uses and retains personal information through its website. Elim Financials is based in the Atlanta area, Georgia, USA, and serves businesses in the United States and Canada.

2. Information we collect

When you use a consultation request form, the two-question finance-operations self-assessment or the chat assistant, you may voluntarily provide:

  • your name;
  • your e-mail address;
  • your company name;
  • message text;
  • the service in which you are interested; and
  • your answers to the self-assessment questions.

You are not required to submit this information, but we may be unable to respond to a request if we do not have the information needed to do so.

3. How we use information

We use the information collected through the website to:

  • respond to consultation requests, questions and messages;
  • provide and follow up on the finance-operations self-assessment;
  • understand which services may be relevant to you;
  • manage prospective client communications; and
  • understand how the website is used through analytics.

4. HubSpot

Information submitted through the website is stored and processed in HubSpot, our customer relationship management and marketing platform. HubSpot acts as our processor, supports website analytics and tracking, and sends automated follow-up e-mails.

HubSpot sets analytics and tracking cookies when you use the website. These cookies help us understand website activity and manage follow-up communications.

5. First-party preference cookies

The website uses two first-party cookies scoped to elimfinancials.com:

  • ef_lang, which stores your language preference; and
  • ef_theme, which stores your light or dark display preference.

These cookies store interface preferences only.

6. Marketing communications

HubSpot may send automated follow-up e-mails based on information you voluntarily submit. Every marketing e-mail includes an unsubscribe link. You may use that link at any time to stop receiving marketing e-mails.

7. Sharing and sale of information

We do not sell personal information. We do not share personal information with third parties other than HubSpot acting as our processor.

8. Retention

We retain personal information until you ask us to delete it or until it is no longer needed for the purposes described in this policy.

9. Your choices and rights

You may ask to access, correct or delete your personal information by contacting info@elimfinancials.com. You may also have other rights under the laws that apply to you.

Canadian residents may have rights under applicable Canadian privacy law, including the Personal Information Protection and Electronic Documents Act (PIPEDA). Requests may be submitted using the same e-mail address.

10. Children

The website is intended for businesses and is not directed at children.

11. Changes to this policy

We may update this policy to reflect changes to the website or our data practices. The updated policy will be posted on the website with a revised effective date.

12. Contact

For questions about this policy or requests concerning your personal information, contact info@elimfinancials.com.

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Operational Maturity Grader

Quickly identify where your finance and revenue operations are leaking efficiency.

62 / 100

Uneven Process Control

Your answers show that either the close, payables controls, or both are working reasonably well, but at least one area lacks consistent speed or control. The finance function is structured, but not fully dependable.

Your next step

Map the month-end close and accounts payable approval flow, identify the first recurring delay or control break, then assign one owner and deadline to correct it.

Plug-and-Play Frameworks

Take the exact SOPs we use to scale our clients' financial operations.

The 5-Day Month-End Close Checklist

A step-by-step SOP to ensure your books are closed accurately and on time, every single month.

AP Control Check

A 20-point review of approval thresholds, supplier changes, payment evidence and segregation of duties across your accounts payable process.

Illustrative Method

Taking a 60-Day AR Cycle Down to 15 Days

The Problem

A common pattern in professional services firms is invoices sent manually by email, inconsistent follow-up and collection stretching beyond 60 days.

What We Changed

  • Standardised customer billing records, payment terms, and invoice requirements, and assigned clear ownership of the receivables ledger.
  • Introduced weekly work-in-progress reviews and firm billing cut-offs, moving approved time and expenses into invoice drafts within two business days.
  • Implemented a 3-step automated email follow-up sequence (Days 14, 30, and 45) for outstanding invoices.

The Result

When billing records are standardised, work in progress is reviewed weekly against firm cut-offs, and follow-up occurs at days 14, 30 and 45, the method targets a 15-day AR cycle instead of one that stretches beyond 60 days.

Radical Transparency

The 90-Day Operations Roadmap

Over 90 days, we learn how your finance function works, assume responsibility in controlled stages, strengthen essential controls and establish a dependable monthly operating rhythm.

1

Discovery & Architecture

We trace the month-end close, billing, payables, receivables and reporting from source documents to final review, while clarifying responsibilities, recurring deadlines and immediate control gaps.

What We Do (Key Actions)

  • Review close calendar and cut-offs
  • Trace invoice creation and approvals
  • Inspect reconciliations and working papers
  • Map roles, access and dependencies

What You Get (Deliverables)

  • Current-State Map A documented view of processes, owners, systems and hand-off points.
  • Control Gap Register Prioritised risks, missing checks and practical actions for early correction.
2

Implementation

We document repeatable procedures, agree approval thresholds and begin processing lower-risk work under supervision. Daily questions are logged, exceptions are resolved and ownership shifts without disrupting deadlines.

What We Do (Key Actions)

  • Write task-level operating procedures
  • Set approval thresholds and authorities
  • Begin staged transaction processing
  • Run parallel checks on outputs

What You Get (Deliverables)

  • Finance Procedures Clear instructions for recurring tasks, evidence requirements and escalation routes.
  • Transition Tracker A live record of ownership, exceptions, decisions and outstanding dependencies.
3

Alignment & Automation

We take on the core transaction cycle, enforce agreed controls and run the close against a shared calendar. Reconciliations, cut-off entries and review evidence are checked before reports are issued.

What We Do (Key Actions)

  • Process payables, receivables and billing
  • Apply cut-offs and approval controls
  • Complete balance-sheet reconciliations
  • Track close tasks and exceptions

What You Get (Deliverables)

  • Controlled Close Pack Completed reconciliations, working papers and review evidence for each key balance.
  • Exception Log Open items, owners, due dates and escalation decisions in one place.
4

Reporting & Optimization

We settle the operating cadence, finalise management reporting and measure performance against agreed service standards. Remaining bottlenecks become a practical improvement backlog with clear owners and review dates.

What We Do (Key Actions)

  • Finalise reporting timetable and pack
  • Review service levels and accuracy
  • Resolve recurring close exceptions
  • Agree the continuous-improvement priorities

What You Get (Deliverables)

  • Operating Handbook Approved procedures, controls, calendars and contacts for the running operation.
  • 90-Day Review Performance summary, unresolved risks and a prioritised next-step roadmap.
Service Details

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