Who We Are

Upward Insights is a management company with Finance and Operations at the core of its expertise. We help startups and small businesses scale and become more profitable.

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What We Do

We gives our clients entire departments, not just a fractional service. We build financial infrastructures that serve as a foundation for fast and profitable growth.

Compared to an in-house team, our solution has Lower Cost, Lower Risk & Faster Deployment. The "other guys" simply don't compare - others offer fractional solutions, we offer an entire department.

Leadership Team

highly technical finance pros working with our client CEOs on a daily basis

Owner & Founder

Luis Lomanov

Montana, USA

I built Upward Insights from the ground up with a different focus: build entire departments with ready-to-deploy team, systems, and processes. Doing that forced us to go beyond just accounting, managing capital, fundraising, and all other resposibilities that fall on accounting and finance - we became a management company that is heavily involved in our client's daily operations.

Director of Fin. Ops & Reporting

Makayla Mitchell, CPA

Montana, USA

I started my career with one of the largest CPA firms in Denver. I specialized in private equity for nearly a decade - but billions on paper get boring.

Today, I take the role of a Finance Director with our portfolio clients, making sure our CEOs and the investors are well informed, operations run smooth and money is well-managed.

Financial Operations and Reporting

Core Finance Team

technical skills and experience needed by every business

Sr. Manager of Fin. Ops & Reporting

Bala Sangeetham

India | 11 Years Experience

I've managed accounting and financial reporting for clients for a decade and have been with Upward Insights since the beginning.

Today, I make sure deliverables are met and our clients never pay more than they should

Sr. Accountant |10 Years Experience

Dency Topacio, CPA

Philippines | Perfect English Speaker

I hold a Bachelor's Degree and a Philippine CPA license. I began my career at KPMG as an Auditor then worked as an Accountant in both private businesses and academia. I ensure our clients' financial reporting and operational needs are handled daily.

Phil Bais CPA, Accountant, Bookkeeper, Tax

Sr. Accountant | 8 Years Experience

Phil Bais, CPA

Philippines | Perfect English Speaker

I hold a Master's Degree and Philippine CPA license. I began my career as an Auditor and worked in both public accounting, private and government sectors.

I ensure our clients' financial reporting and operational needs are handled daily.

Accountant | 10 Years Experience

Lourdes De Asis, CPA

Philippines | Perfect English Speaker

I hold a Bachelor's Degree and a Philippine CPA license. My career has spanned multiple Accountant roles in both the public and private sectors.

I ensure our clients' financial reporting and operational needs are handled daily.

Accountant | 6 Years Experience

Jayanthi Duri

India | Near-Perfect English Speaker

I hold a bachelor's degree in commerce. My career has always been inside the accounting industry and I have spent most of it with Upward Insights.

I ensure our client's accounting needs are handled daily.

Sr. Accountant |10 Years Experience

Jerome Fesalboni, CPA

Philippines | Perfect English Speaker

I hold a Master's Degree and a Philippine CPA license. My career has spanned multiple Accountant roles in the private sector as well as university environments.

I ensure our clients' financial reporting and operational needs are handled daily.

How We Build Finance Departments

Every department consists of People, Systems, and Processes. We deliver all three.

Our Trained Team

People

Our trained team will become part of your team and will build and operate your A&F department. We're "inside" of your business every day.

Best in Class Software

Systems

Our team will evaluate and deploy any missing systems to build efficiency and scalability

Scalable

Processes | SOPs

We'll design and document processes to enable standardization and remove dependency on individuals

Our Values

Every company, especially one focused around people, has to have core values. Here are ours.

Integrity & Trust

We cannot function in a world where integrity does not exist, because the success of our business is dependent on trust - trust we get and give to colleagues, customers, and partners. Our integrity builds trust.  

Never Satisfied & Always Improving

Self-Improvement is an exhausting and frustrating life-long process but if we stop improving and progressing, we will wither and die in oblivion, indifference, and inaction. We have to find the energy within to constantly improve

Performance & Impact

We must perform and deliver on our objectives and impact of our work must bring exponential impact for our clients. It is hard work but it brings us closer to our vision.  

Minimalism

When designing solutions, we aim for minimalism - to us minimalism is the combination of the beauty present in both simplicity and complexity - minimalism is the best of both worlds, not the absence of something.  

Creativity & Innovation

UI was founded for many reasons and one of them was that we wanted to create new frameworks, infrastructures, and ways that changed how businesses worked and achieved their objectives. We must strive for creativity and innovation within our own industries.   

Leadership & Ownership

We do not stand on the sidelines; we dive deep into a problem and solve it, we lead the way into the tough problems and tackle them head on. 

Our Standards

Values are good to have, but we needed to go deeper and develop standards that would dictate how we work. 

Do What We Say

If we commit to a task, we get it done. Our word is our bond. If we don’t for some reason, we adjust expectations and communicate  

Quality & Pride in Our Work

There are absolutely no compromises in Quality when it comes to our work! We take pride in it, and we feel proud to present our work.  

Speed & Cost

We'll get things done as fast as possible, as cheap as possible with the best quality possible. The secret is in standardization, structure and experience.

Results are Everything

 Efforts without results don't matter. That's just how the real world works and how our clients judge us. If we spend an hour working for a client, our client should see an hour worth of results.   

Operational Excellence

We get things done right and on time. Professional at all times. We communicate frequently and minimize the number of meetings to the lowest possible. We're efficient and don't waste time or resources.  

We Deliver

We're hired for results and outcomes. Everything we do has an outcome and a result in the following form: a document, a work product, information, or a communication  

Clear, Concise & Timely

That's how we communicate