Upward Insights was born out of frustration. When it comes to financial advisory and services, Entrepreneurs are UNDERSERVED (despite the abundance of service providers).
Many accountants and "Finance Advisors" focus things that have little impact: bookkeeping, accounting, opinion driven advice, etc.
Modern businesses need help BUILDING their FINANCIAL FOUNDATION: people, systems, processes. That's what makes a business more valuable. That's what gives entrepreneurs control and that's what makes businesses sell for more...much more!
Here's how we work. Of course, UI provides the basics like accounting, reporting, CFO advisory, complex financial modeling and analytics but we do so while being mindful of helping our clients build their financial infrastructure. We predict what the future may look like, we anticipate problems our clients will likely encounter on their journey, we tell them how to avoid those problems, and we implement solutions.
We prefer to be HIGHLY engaged with our clients, just like a team member would be.
Here's our Service Listing:
Cap Table Modeling
Ownership Exit Modeling
Ownership Dilution Modeling
Tax Avoidance Strategy (Eliminate Tax on Exit)
Ownership Exit Tax Modeling
Financial Strategy Development
Fundraising Due Diligence Assistance
KPI Development & Management
Financial Reporting Procedures
Quality Control Procedures
Quality Control Review
Financial & Analytic Systems Up & Management
Restructure & “Backbuild” Financials
FINANCE TEAM PACKAGE SERVICES:
package includes all of the below:
Analytics & KPIs
Accounting Workflow Management
Financial System Management
Financial Procedures Management
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