Helping the Working Wealthy Navigate Taxes and Finances
Assisting Business Owners Making $700K to $3M 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.
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.
Find out moreKNOW YOUR NUMBERS
Master your finances with three essential areas: Cashflow, Profitability, and Dashboard/Metrics. Don't just know your numbers, own them.
Find out moreFRAMEWORKS
Unleash your financial potential with our expert guidance on team structure, budgeting methods, and meeting schedules. Get ahead now!
Find out morePROVEN 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
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 accounting less complicated. They are always easy to get ahold of and quick to answer our questions. Working with UPSIDE has freed us up!
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 time with Brian