Our Services

Simple solutions to complex problems

Get access to a team of financial professionals with expertise for your unique needs, including the ones you haven’t thought of yet.

Get access to a team of financial professionals with expertise for your unique needs, including the ones you haven’t thought of yet.

Finances are complicated, but they don’t have to be scary and you don’t have to go it alone. That’s why we’re here.

Many business owners chip away at their financial needs a little bit at a time–a bookkeeper in house, a tax preparer for tax season, consultants as needed–when what they really need is someone who can look at their whole financial position and see how everything fits together.

At Upside CFO, we understand the full picture facing small businesses and the people who run them, and we help you understand what services you need and what you don’t to optimize and accelerate your wealth.

Why work with UPSIDE CFO?

Because we know our stuff, we’ve proven results for our clients,
and we’re giving you the exact same advice we use ourselves.


We measure your business’ overall financial position with this deep-dive assessment – providing growth strategies designed to secure your financial success by solving any potential weaknesses.


We capture your personal and professional wealth picture with this deep-dive tax assessment – providing immediate and long-term tax planning ensures you receive an ROI instead of a bill.

Finances, taxes, bookkeeping, financial planning, and personalized CFO services are our speciality


Our experienced and versatile team has-or will find-the answer to any financial question you may have.

We’ve seen it, studied it, overcome it, and want to pass on that knowledge to you!

Business Growth Strategy

We apply our wealth of knowledge & outside perspective to bring you new, targeted growth plans to meet your goals.


Budgeting & Forecasting

Our strategy experience and analytical acumen makes the most of your own data and provides you with the information necessary to make swift decisions.

Buying & Selling

We assist you in selling or buying a company by ensuring your financials are organized & accurate, and offering strategy and planning backed by experience.

Raising Money

The demands of investors are overwhelming. We help up your game to meet their additional standards & requirements, and provide a sounding board for deals.

Tax Planning

We work with your finance team to proactively plan and save you tens to hundreds of thousands annually.

Financial Counsel

We help you overcome the odds by predicting, measuring & mitigating risk, both current & potential.

Wealth Acceleration

We help you understand how your personal household spend ties into your wealth, what you need to retire comfortably, and how to maximize your real estate and investment opportunities.

Corporate Finance

We ensure you gain the benefits of linking your corporate financial strategy and transactions with a capital markets perspective to realize your full profit potential

All cases are handled equally and with our undivided attention, and as such, prices are relative to services rendered. As partners dedicated to your growth, we need to fully and completely understand your needs to provide an accurate price/plan built specifically for you. Having said that, our prices typically range anywhere from $1,000 to $10,000 a month. Give us a call or just send us a message.

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

Your Free Resource from Upside CFO Services!