Business Details
Your Trusted Partner for Financial Consulting Solutions
At Upward Focus, we specialize in delivering tailored financial, accounting, and operational consulting services designed to empower businesses of all sizes. With over 35 years of combined experience, our team has worked extensively with Fortune 500 companies, startups, and sole proprietors, providing strategic insights that drive success. Our approach centers on understanding each client's unique needs, offering customized solutions that enhance financial clarity and operational efficiency. We pride ourselves on innovative methodologies that address both immediate challenges and long-term growth objectives. Our expertise spans budget analysis, controllership functions, treasury management, and comprehensive accounting services, ensuring clients receive holistic support.By prioritizing transparency and collaboration, we help businesses navigate complex financial landscapes while maintaining cost-effectiveness. Our proven track record with early-stage ventures and established enterprises underscores our commitment to delivering measurable value. Through meticulous attention to internal controls and resource allocation, we enable organizations to optimize profitability and sustain growth. Our dedication to excellence is reflected in client testimonials highlighting our ability to provide CFO-level expertise at startup budgets. At Upward Focus, we are not just accountantswe are strategic partners invested in our clients' success.
Services
Operational and Control Management
Budget Analysis and Forecasting
Controllership Function
Treasury Management
General Accounting Services
Highlights and features
- We offer 35+ years of combined experience working with Fortune 500 companies and startups.
- Our team provides innovative financial strategies tailored to each client's unique needs.
- We deliver CFO-level expertise at cost-effective rates for early-stage ventures.
- Our services include comprehensive budget analysis, internal controls, and treasury management.
- We prioritize transparency and collaboration to ensure long-term client success.
What people say
Timely and accurate financials
Flexible support for startups
Strategic financial acumen
Understands startup needs
Exceptional high-level insights
Services
Operational and Control Management
We upgrade accounting systems, implement internal controls, and streamline financial processes to enhance operational efficiency. Our team designs management reports and evaluates accounting software to ensure cost-effective solutions. By identifying profitability drivers, we help businesses allocate resources strategically and improve ROI.
Budget Analysis and Forecasting
We create operating budgets, compare actual results to forecasts, and model financial scenarios to guide decision-making. Our services include cost analysis of products/services and implementing budgetary controls to ensure financial discipline and adaptability to changing business conditions.
Controllership Function
We supervise accounting departments, coordinate with external auditors, and document processes to support internal controls. Our team assists in financial statement preparation and provides strategic support for capital initiatives and fundraising activities.
Treasury Management
We manage cash flow, working capital, and banking relationships while forecasting financial burn rates. Our services include evaluating banking institutions and recommending improvements to optimize liquidity and financial stability.
General Accounting Services
We handle invoicing, payroll processing, tax filings, and vendor relations while maintaining banking connections. Our team ensures compliance with state and federal tax requirements through accurate preparation of quarterly and annual payroll tax returns.
People
Krista Schulz
Accounting Professional
Krista Schulz has 20+ years of accounting experience, starting with Arthur Andersen. She specializes in financial, real estate, and nonprofit industry expertise, delivering precise accounting solutions.
James Schulz
Financial Entrepreneur
Jim Schulz brings 20+ years of financial experience from public accounting, Fortune 500 firms, and startups. He excels in strategic financial management across diverse business environments.
Questions
What industries do you serve?
We work with clients across various sectors including finance, real estate, nonprofits, and early-stage technology ventures.
How do you tailor services for startups?
We provide scalable financial infrastructure, cash flow management, and strategic reporting designed specifically for growing businesses with limited resources.
What sets you apart from traditional accounting firms?
Our team combines CFO-level strategic thinking with hands-on accounting expertise, offering comprehensive solutions beyond basic bookkeeping services.
Can you help with fundraising support?
Yes, we assist with financial modeling, investor reporting, and capital strategy to support fundraising initiatives for growth-oriented companies.
Do you offer part-time CFO services?
We provide outsourced CFO services including financial strategy, board reporting, and operational analysis on a flexible engagement basis.
