Elevate's New Chief Digital Officer Sean McLean Set to Transform the Firm with AI Integration

Elevate Appoints Sean McLean as Chief Digital Officer to Drive AI-Powered Growth

In a significant move for the accounting and advisory industry, Elevate LLC, an innovative and investor-backed platform, has announced the appointment of Sean McLean as its new Chief Digital Officer (CDO). This appointment, effective from August 1, 2025, is designed to spearhead Elevate's digital strategy while overseeing the modernization of their technology infrastructure. The goal is to provide seamless integration and automation, harnessing the power of artificial intelligence (AI) to enhance the services offered to partner firms.

Sean McLean joins Elevate with a robust background in technology leadership and a rich history within the accounting sector. He has a deep understanding of the challenges faced by accounting firms today, having navigated numerous complex transformations that bridge the gap between traditional practice leadership and modern digital solutions. His unique experience positions him to bring about new efficiencies, improve client service, and significantly accelerate Elevate's growth through technological advancement.

Sanjay Agarwal, CEO of Elevate, expressed confidence in McLean’s capabilities, stating, "Sean brings the vision and expertise to make AI and technology a true advantage for Elevate and the firms that join us. His leadership will drive innovation in practical ways, contributing to enhanced efficiency, robust growth, and improved client service. We aim to build a modern, tech-enabled platform that meets the demands of our industry."

In his new role, McLean aims to elevate the technology landscape for all firms partnering with Elevate. He stated, "My goal is to transform technology into an engine of opportunity for every firm that joins Elevate. By merging modern infrastructure with the power of AI and automation, we aim to simplify processes and unlock significant efficiencies, creating tangible advantages for our partners and their clients."

McLean’s onboarding underlines Elevate’s commitment to building a national platform that is driven by technology and AI. This approach maintains the strengths of local CPA firms while equipping them with the resources and insights necessary to thrive in an ever-evolving marketplace. McLean’s vision is crucial in establishing a technologically advanced ecosystem that allows firms to leverage their unique strengths while innovating to meet contemporary challenges.

About Elevate LLC

Elevate LLC is a purpose-built platform serving CPA firms across the United States. With a mission to provide operational infrastructure, capital, and strategic support to leading firms, Elevate is backed by long-term investors and run by operators in the field. Their approach allows firms to scale their impacts, prioritize talent development, and stay ahead of transformations in the industry. By focusing on modernization and leveraging the power of AI, Elevate empowers firms to not only adapt but thrive amidst rapid change.