ALEX FERRARI

Next Level Soul

Upside’s proactive approach and unwavering support always impress; they stay engaged and maintain impeccable follow-up. Brian, Upside's CEO, is always a phone call away and does a great job breaking down the tax code and strategies that seem so foreign. Moreover, Upside has played a pivotal role in alleviating our worries by guiding us through entity creation as our company expands and outlining a comprehensive financial and tax strategy plan. We are truly grateful for their services and the personal touch they bring to their work, which makes us feel valued.

ANTHONY GIBSON

Realty Haus

Working with Rose, Morgan, Brian and the Upside CFO Team has been a game-changer for both my personal finances and our company, Realty Haus. Their strategic tax planning and financial services have streamlined our operations and enhanced our financial health. The team's comprehensive approach, tailored solutions, and expert knowledge of tax laws and business strategies have provided immense value. I highly recommend Upside CFO for their outstanding tax planning and financial management services.

DEBBIE HARTZER

The Legal Connection

Our financials weren't ready to apply for bank loans. UPSIDE matched our needs, listened well, and acted fast. I got CFO and Controller expertise for my team. Now my P&L and Balance Sheet are correct and my CPA has what they need to do taxes. We now have less stress and a better understanding of our financials.

MATT CORDOVA

Realty Haus

The service provided by Brian, Rose, Morgan, and the entire Upside CFO team has been nothing short of outstanding. Their attention to detail, customized approach, and in-depth knowledge of tax laws and business solutions have proven to be incredibly valuable. I strongly endorse Upside CFO for anyone seeking exceptional tax planning and financial expertise.

DAN FRANCIS

Stepstone Realty

We can now focus more on what makes us money! I’m enjoying more golf instead of getting bogged down by bookkeeping details. Upside took charge of creating categories that made sense for our business and made our books less complicated. They are always easy to get ahold of and quick to answer our questions. Working with UPSIDE has freed us up!