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About

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.

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Q&A

Premium quality financial reporting, financial infrastructure design, tax, and advisory services. I also build financial models.

Structuring financial reporting correctly will give you insights that prompt action and prevent pitfalls that could ruin the business otherwise.

Entrepreneurs

I love control, the same control I provide to entrepreneurs

I BUILD the financial infrastructures that allow exponential growth. In turn, it reduces future costs.

Services

Cap Table Modeling - Ownership Exit Modeling - Ownership Dilution Modeling - Tax Avoidance Strategy (Eliminate Tax on Exit) - Ownership Exit Tax Modeling - Financial Strategy Development - Financial Modeling - Revenue Modeling - Fundraising Due Diligence Assistance - KPI Development & Management - Part-Time CFO -

Financial Reporting Procedures - Quality Control Procedures - Quality Control Review - Financial & Analytic Systems Up & Management - Restructure & “Backbuild” Financials

We know what most businesses need and we packaged it all together: CFO Advisory - Analytics & KPIs - Financial Reporting - Accounting Services - Accounting Workflow Management - Financial System Management - Financial Procedures Management -