“We have really enjoyed working with UpLevel CFO. Their team is amazing and easy to work with”
Rose Grace
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Marketing and automation solutions to grow your small business
At the heart of our Company Mission is the unwaivering desire to help our clients meet their business growth goals.
Business Formation
Our Business Formation services will ensure that your company is choosing the appropriate legal entity structure that will have the best tax and legal liability advantages.
Systems & Automation
We offer financial systems consulting, software automation, marketing and email automation, and other efficiency services that can transform your business into a well-oiled machine.
Marketing Consulting
We offer Marketing Consulting services to help advise our clients on how to develop and grow their lead generation, create sales funnels and optimize their sales process.
Business entity structuring
Its really important to structure a business in the correct way as to fit the needs of the business depending on a various set of factors like type of business model, industry, risk and liability factors, shareholder preference, tax strategy and legal protection.
For small businesses, we typically recommend either a Limited Liability Company (LLC) or S-Corporations due to the tax and other liability factors. Our clients also represent C-Corporations, Partnerships, Limited Liability Partnerships, Joint Ventures and Sole Proprietors.
Limited Liability (LLCs)
LLCs provide their owners (known as members) with limited liability protection. When you open a business bank account or take on debt, the LLC is responsible for the accounts instead of the individual members. LLC profits and losses flow through the each member of the LLC.
S-Corporations
The advantage of an S Corporation is that it may be taxed as a partnership, with the shareholders in the company reporting the corporate income on their individual tax returns. The S Corporation still files a corporate tax return, but the income passes through to the shareholders.
Leveraging systems and automation
As a financial CFO company, we have become adept at streamlining business processes, consolidating and automating certain functions or tech within the operations that leads to better efficiency but also is what creates profitability within an organization.
When small to medium-sized businesses that are growing leverage economies of scale or know that automation is one of the keys to leveraging business assets for growth, scaling revenue and profitability becomes easier.
The key is know where those leverage points are in your business and which projects, systems or technology will yield the biggest return on investment. Let one of our expert CFO Team members guide you to the best possible solutions for your unique business.
Some of the benefits of using systems and automation:
- Leverage Artificial Intelligence (AI)
- Increase sales through technology
- More predictable revenue streams
- Gain efficiency in operations
- Streamline organizational capacity
- Increase customer lifetime value
Marketing Services to propel your business
At UpLevel CFO we have a vision for the digital future of small businesses. In the fast-paced, ever-evolving world of online marketing, we have made it our business to stay on the leading edge of new marketing strategies and methods so you don’t have to.
By blending advanced technologies with proven online marketing strategies, we help you gain a competitive advantage in the rapidly changing online marketplace. We provide an incredible opportunity for our clients not only to succeed, but to build a thriving online business.
From artificial intelligence (AI) platforms like Chat GPT to next-generation automation software, we are always testing new ways to help our clients grow their customers and generate more revenue.
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Sales Funnels
We will create and implement custom sales funnels for your business using cutting-edge sales automation, email marketing, high-converting landing and sales pages to boost your sales and profits.
Revenue Optimization
As a result of our extensive CFO experience, we employ a revenue optimization strategy that maximizes your product and service offers to ensure your business isn’t leaving ‘money on the table’.
Content Marketing
We create a content marketing strategy that will help your business publish and distribute valuable, high-quality content that will attract your target audience and build brand awareness.
Sales Optimization
Expand your online and direct sales with our sales optimization strategy that powerfully increase your sales, lead conversions and closing process so you can scale your business.
Schedule a Free CFO Consultation Today
“For the past year-and-a-half, Kent was a contract CFO for RSD. His performance was exceptional and his dedication to excellence was unequaled.”
Rene RodriguezCEO, CTI Medical Group
