Running a business without understanding its finances is like driving a car blindfolded. With our financial insights you can:
Understand Revenues, Expenses and Profits
Raise Funding
Hire people and grow
Report to Investors
options for budget-friendly finance services to help CEOs manage growth, taxes, and investor reporting requirements
Bookkeeping, Reporting & Budgeting
The must-have accounting and finance package - all other services rely on this as a foundation.
This solution helps businesses:
Keep Clean Books & Financials
Budget for the future
Analyze Financial Performance
Give Investors Great-Looking Financial Reports
Be Ready for Tax Season
Our Deliverables:
Monthly Investor-Ready Analytics Reports
Monthly Budget Variance Analysis
Monthly Cash Basis Bookkeeping
Meetings with Dedicated Accountant
On-Demand CFO Advisory and Q&A
Add On to the Core Plan
This solution helps businesses:
Get Professional "Accounting Department"
Introduce internal controls and policies
Give CEOs and Managers time back
Increase efficiency in financial operations
Deploy scalable systems and processes
Our Deliverables:
Manage Payroll
Manage Customer Invoicing and Receivables
Manage Vendor Billing and Payables
Manage Company Specific Accounting Inbox
Calculate commissions and misc. expenses
Deploy Software, Policies and Procedures
Help with other ad-hoc matters
Add On to the Core Plan
This solution helps businesses:
Manage annual IRS tax filing requirements
Review State tax compliance
Forecast and Estimate Taxes Due
Have CPA support to turn to for any tax and compliance matters throughout the year
Our Deliverables:
File Annual Income Tax Return with the IRS
File Annual Forms 1099
Review Sales Tax filing requirements
Handle any tax notices from the IRS or States
On-Demand CPA Advisory and Q&A
See other tax packages on our "Tax" page
Add On to the Core Plan
This solution helps businesses:
Dive deeper into the financial performance
Analyze financial issues and problems
Perform custom scenario modeling
Identify and Manage KPIs
Look ahead instead of backward
Our Deliverables
Customized Financial Modeling
Customized Financial Analysis
Custom KPI Management
CFO & Financial Analyst Meetings and Advisory
Add On to the Core Plan
This solution helps businesses:
Be ready for VC or PE funding rounds
Be ready for an M&A event or business sale
Comply with US GAAP Reporting Requirements
Be ready for Financial Audits by external CPA
Our Deliverables:
Convert from Cash Basis to Accrual method of accounting (required under US GAAP, but not useful for all small businesses)
Audit-Ready Workpapers and Support to Financial Statements
Unique services for investor-funded and fast-growth businesses
This is our flagship service package - it enables businesses to go from nothing to a fully staffed and operational Accounting & Finance (A&F) Department fast
If you don't have an experienced team who knows how to navigate the fundraising and M&A process, we'll be your deal team to prepare the business and management for the challenges that lie ahead
3-6 month program designed to help high-growth startups build a scalable finance function to support future growth and investment. Costs are covered by Upward Insights and is free for eligible startups.
Our Software Walkthough
We use software for financial reporting, analysis and forecasting. Spreadsheets and PDFs still have their place, but that's no longer the default - live, dynamic and user friendly software is the new norm.
Our CEO's get access to our software so they can see the most current financial data live.
Expectation: Investor-funded companies prioritize growth in company valuation above profitability and margins.
Our Approach: Increasing enterprise value requires knowing the market, establishing benchmarks, and hitting targets - we have market data, know the benchamarks, and help track against the targets. In the meantime, we forecast and plan cash flows to manage the runway.