We help small businesses uplevel their business growth
We are a world-class financial services firm that is passionate about helping our clients grow their business and revenue
Fractional CFO Services
Our Fractional CFO team provide our clients with high-level financial management advisory services to grow their revenue and profitability.
Bookkeeping and Accounting
Our Bookkeeping services are perfect for small businesses that want to have an accurate view into their financial performance and cash flow.
Tax Solutions
Our Tax advisory and preparation services will get your business the maximum business deductions and best possible outcome in filing taxes.
Our Laser-like Focus
We are a specialized financial services company that specializes in providing our clients with leading-edge CFO consulting, accounting, tax and other financial services.
Our business consulting philosophy is based in the premise of laser focused strategy, rapid revenue implementation, integrity-based accounting, financial analysis and CFO level guidance with the overall purpose and intention of making a huge, positive impact on the financial health of your business.
If you have a BIG vision to grow your business in a way that allows you to make a much larger impact on the world, earn massive revenue, while maintaining the freedom to perform your unique talents and skills on a broader scale…you have come to the right place.
About Us
Vision
We truly embrace the BIG vision our clients have for their businesses. We see ourselves as an essential financial partner that really helps our clients to achieve their financial goals easier and faster than ever before.
Strategy
Our strategic approach is designed to help you break through to the next level of success in your business. We focus on scalable growth strategies and business fundamentals to ensure that our clients businesses increase their profitability.
Growth
We focus on creating a solid foundation for your business that allows you to automate, systematize and scale your business faster so that you may experience exponential growth in your revenue and profitability.
Support
Our Team supports your business on the implementation and execution of the business growth strategies we employ so you can experience real results in your business. We support you every step of the way.
Customized Financial Solutions to Take Your Business to the Next Level
Financial Services That Will Transform Your Business
Fractional CFO
Our Fractional CFOs provide high-level financial management advisory services to help grow your revenue and profitability.
Bookkeeping
We provide your growing businesses with monthly financial reporting, accurate bookkeeping, and cash flow analysis.
Full-Cycle Accounting
We provide your growing businesses with monthly financial reporting, accurate bookkeeping, and cash flow analysis.
Tax Solutions
Providing the latest tax advisory, planning and tax preparation services that get optimal results and the minimum tax liability.
Business Advisory
We focus on developing a 3-year strategic roadmap and step-by-step implementation plan to drive business growth and profitability.
Financial Analysis
Gain real insight into the financial operations of your business focusing on trend analytics, budgeting, financial modeling and KPI’s.
Payroll, HR and People
We provide Payroll, HR and compliance solutions to ensure your business is operating effectively & efficiently.
Automation Services
Our team ensures that your business is up to speed by automating systems and processes to maximize efficiency.
What Our Clients Are Saying
“Uplevel CFO is high on energy and integrity. They get the job done, solve the problem, get it done quickly and leave in their wake a whole host of fans who are charmed by the interaction. They are a great asset to any organization...and I'd hire them again in a second.”
Lauren HotzChief Accounting Officer and SVP, Intuit
“The Uplevel team has a keen ability to visualize a concept, align to strategy and develop the strategic business case for it, and then lead the teams to put together the plan and execution end to end. It was really a pleasure to work with Kent.”
Robert SeresCPO and VP of Product Managment, ADP
“They really excel at taking on any level challenge and always finds a way to deliver superior results, often exceeding the expectations of the project in scope. Kent and his team operate with a very high level of integrity and bring a unique blend of high level skills and leadership that is rare in today's business world.”
Mark FlournoyVice President, Cloud Controller at Google
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