Who We Are

We are a team of financial experts that believes that business owners need more than they’re getting, and can get what they need without having to hire multiple firms and an in-house CFO.

We help business owners untangle complex financial positions and optimize their wealth. In our tax plans, we save clients an average of $79,000 per year.

Brian Lang | Upside CFO Services

Brian Lang

CEO & Founder

Brian is the powerhouse, visionary, and financial expert that drives the influence and strategies of Upside CFO and their sister company, Austin Tax. His experience as a Chief Financial Officer, manager, and corporate controller provides clients with a successful path to either regain command of, or improve, their financial picture.

Shara Allen | Upside CFO Services

Yvonne Banfield

Client Success Strategist & Coach

Yvonne leads the Upside CFO team in creating customized business strategies that help our clients achieve financial freedom. She places our clients’ success at the top of her priority list and is committed to providing useful, decisive tools, reports and processes that can be used to identify risks and opportunities and increase profits.

Shara Allen | Upside CFO Services

Rose Hammer

Client Success Strategist & Coach

Rose examines the big picture view of a client’s business, targeting structures and protocols that can hinder real time accuracy in cash flow and profitability. She provides insight and solutions to overcome the obstacles, giving the client better visibility into the decisions that will propel future growth.

Lindsay DePasquale | Upside CFO Services

Morgan Sell

Executive Assistant

Morgan champions the communications, organization and forward movement of the team to provide the best experience for the clients. Effectively overseeing all aspects of administrative processes and assuring the capture of important information, she is the centrifugal force that keeps operations running smoothly, productivity high, and the Upside CFO client well taken care of.

Zachary Riola | Upside CFO Services

Oscar McKenzie

Financial Analyst

Oscar brings years of public and private sector accounting, management, and finance experience to the Upside CFO clients. Having developed a specialty in the areas of Financial and Managerial Reporting, Budgeting, Policy Development, Strategic Planning and Change Management he provides our clients the needed financial details and analytics that provide keen insight to make pivotal decisions.

Lindsay DePasquale | Upside CFO Services

Andre Bridgewater


Andre provides the foundational support necessary to keep the financials of our clients accurate and up-to-date. Excelling in accounts receivable, accounts payable, bank reconciliations, data processing and information systems, she provides real-time assurance and support to our clients so they are able to make strategic financial decisions.

Providing customized levels of service as your business grows.

As you build your team, we fill in the gaps
to provide leadership or execution as needed.


“3 Cash Flow Headaches You Can Prevent”

(and How to be Proactive)

Your Free Resource from UPSIDE CFO Services!