Outsourced CFO & bookkeeping Services for Fast-Growing Businesses

Plan Ahead to Stay Ahead of the Curve

We give you real data and customized counsel to forecast where your business is headed and how you can stay ahead.

Reduce Your CompanY's Financial Blind Spots

Too many businesses are paying the dumb tax. We can help you avoid blind spots, costly mistakes and prepare you for the road ahead.

Generate More Revenue & Eliminate Waste

Our ultimate goal is more revenue for your business. We identify savvy ways to save costs, streamline processes, and grow your profits.

Is Your Business Being Held Back By These Issues?

Cash Flow Headaches Cause Stress & Overwhelm
Reporting Lag Time Hinders Decision-Making & Increases Risk
Frustration with Wasted Time and Business Inefficiencies
Uncertainty About When to Bring On New Talent

Most fast-growing businesses lack expert financial counsel on hand to streamline, forecast, and advise. This hinders growth and leaves the business vulnerable to what may come.

At UPSIDE CFO, we offer outsourced CFO and bookkeeping services to reduce anxiety and make sure your business has financial data at hand to avoid disruptions. 

The result:

Peace of mind and a clear financial path as your business grows. 

Benefit From CFO-Level Expertise At Your Fingertips

We’re UPSIDE CFO, your full-service outsourced CFO and bookkeeping partner. As a firm we bring over 40 years in bookkeeping, account management, and CFO-level financial consulting to our clients.

 We work with your current bookkeeping and finance staff to provide strategic leadership and fill in any gaps as needed.

Imagine What Your Business Could Look Like With…


A Flexible Full-Service Team to Help Carry the Load

Imagine the relief when you delegate all those projects and reports to our team you’ve not had time for. We can take those nagging “should do” items off your plate so you can have peace of mind.

• Financial Reports
• Tax Planning & Preparation
• Payroll Services
• Special Projects


Helpful & Timely Reports For Evaluation & Forecasting

Get real-time, accurate financials created for you on a regular basis so that you can make complex business decisions with more confidence and less stress.

• Monthly Financial Statements
• Budget to Actual Reports
• Updated Forecasting Reports
• Cash Flow Analysis


Expert Financial Advice When You Need It Most

Its all about partnership. We come alongside your in-house team, fill in any gaps in bookkeeping and finance (at any level) to ensure your business is running on all cylinders.

• Monthly Calls
• Ad hoc calls & emails as needed
• Video Conferencing
• On-Site Visits (for TX-based clients)

Experience the UPSIDE CFO Difference

Find out why so many companies trust UPSIDE with their business financials.

Dan Francis

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

Dan Francis
Stepstone Realty
Lisa Edwards

Our previous accountant was unfamiliar with creative real estate transactions. I felt we were vulnerable to errors. We appreciate UPSIDE’s ability to work online and handle things for us with ease. I have more time and freedom with our bookkeeping taken care of.

Lisa Edwards
Happy Heart Homes
Debbie Hartzer

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.

Debbie Hartzer
The Legal Connection
Ken Corby

Our company was growing rapidly and we needed to get our books and records in shape. We chose UPSIDE CFO because right from the start they showed a prompt response time, expertise, and a can-do attitude. Our implementation went extremely well.

Ken Corby
Cobra Legal Solutions


And Improve Your Top-Line Revenue

  • Make decisions with confidence – whether it is signing a new office lease, taking on a new hire, or determining what expenses to cut, you can make those decisions with more assurance.
  • Gain peace of mind as you hand off those nagging “should do” items and projects you’ve been too busy to get to.
  • Plan ahead for any major shifts in the business with real data and forecasting reports.
  • Leverage technology to automate and streamline business operations to save time and money.
  • Know when to expand your team as your business grows. You don’t want to hire new talent too early and then have the burden of swollen payroll obligations. We help you forecast to know when you should hire someone and help you set reasonable parameters to protect your business.

Get Expert Advice

You deserve a responsive team. With UPSIDE CFO Services we are here when you need it most.

“17 Steps to THRIVE During a Financial Meltdown”

Download this free compendium of tried and tested strategies to help you weather anything.

Download Free Resource

“3 Cash Flow Headaches You Can Prevent” (and How to be Proactive)

Another Free Resource from UPSIDE CFO! 

Download Free Resource

Let’s Take Your Business To The Next Level

Becoming a CLIENT of UPside cfo services is as easy as 1-2-3

1 – Schedule a Call

We’ll talk live to understand your goals, business stage, and needs.

2 – Get a Customized Plan

We’ll dive in to assess your books, then recommend what a monthly collaboration to best serve your business will look like. 

3 – Implement & See Your Business Transform

Our UPSIDE CFO full-service team walks alongside you each month to implement the plan, streamline processes, identify opportunities, and grow your business.