HELPING THE WORKING WEALTHY
NAVIGATE TAXES AND FINANCES

 

Assisting Business Owners
Making $750K to $5M per Year

 

BOOK A TIME WITH BRIAN

WHAT WE DO

We cut your tax bill, improve your books, and focus on boosting your cash and profits.

Optimize Taxes and Financial Systems with Upside CFO

TAXES

Sick of overpaying the IRS? Our tailored solutions will help you keep more of your cash in your pocket. Take control of your taxes now.

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KNOW YOUR NUMBERS

Master your finances with three essential areas: Cashflow, Profitability, and Dashboard/Metrics. Don't just know your numbers, own them.

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FRAMEWORKS

Unleash your financial potential with our expert guidance on team structure, budgeting methods, and meeting schedules. Get ahead now! 

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PROVEN TRACK RECORD

 

 

 

 

75+

 

Number of
Clients Helped
 

 

3

 

Number of
Successful Client Exits

 

 

1

 

Number of
Clients in LOI Stage

 

50+

 

Tactical Tax Plans
Delivered

 

KNOW YOUR NUMBERS WITH OUR
PROVEN TRACK RECORD

STOP TIPPING THE IRS

TRANSFORM YOUR FINANCES WITH CONFIDENCE

Work with a team that that gets it. From slashing your tax bill
to refining your books and boosting your profits,
we're here to drive your success.

BOOK A TIME WITH BRIAN