Business Details
18 Years
experience
Trusted Financial Consulting Services
At Upward Focus, we specialize in delivering tailored financial, accounting, and operational consulting services designed to empower businesses of all sizes. Our approach centers on gaining a deep understanding of each client's unique needs while providing strategic advice to drive success. With over 35 years of combined experience, our team has worked extensively with organizations ranging from Fortune 500 companies to sole proprietorships, offering insights that extend beyond traditional accounting practices. We focus on upgrading accounting systems, implementing budgetary controls, and streamlining financial processes to enhance operational efficiency. Our commitment to creative problem-solving ensures clients receive actionable recommendations aligned with their business objectives.By managing vendor relations, banking partnerships, and payroll tax compliance, we alleviate administrative burdens so businesses can concentrate on growth. Our expertise in treasury management and capital initiatives further supports long-term financial stability. Clients benefit from our proven track record in producing accurate financial reports and delivering board-ready documentation. We prioritize transparency, precision, and proactive communication to build lasting partnerships. Our mission is to equip businesses with the tools necessary to navigate complex financial landscapes successfully.
Services
Financial Consulting
Accounting Services
Operational Management
Budget Analysis
Internal Controls Implementation
Payroll Tax Compliance
Treasury Management
Capital Strategy
Financial Reporting
Business Process Optimization
Details
- Year established: 2008
Highlights and features
- We offer over 35 years of combined experience in financial and accounting consulting
- Our team provides creative and innovative approaches tailored to each client's needs
- We specialize in serving businesses at every growth stage from startups to Fortune 500 companies
- Our services include comprehensive budget analysis and operational efficiency improvements
- We maintain transparency through detailed financial reporting and board-ready documentation
What people say
Timely and accurate financials
Concise and thorough reporting
Exceptional strategic financial acumen
Understand business growth phases
Allocate resources effectively
Services
Financial Consulting
Our financial consulting services provide strategic guidance for business growth and stability. We analyze cash flow, develop capital strategies, and optimize financial operations. Clients receive customized solutions for fundraising, budget forecasting, and financial decision-making, ensuring long-term sustainability and improved profitability.
Accounting Services
Comprehensive accounting services include payroll tax preparation, financial statement creation, and banking relationship management. We handle day-to-day financial operations while maintaining compliance with tax regulations. Our systems streamline processes for accuracy and efficiency in financial reporting.
Operational Management
Operational management focuses on improving business efficiency through system upgrades and internal controls. We implement accounting software solutions, document financial processes, and identify cost-saving opportunities. Our approach enhances productivity while maintaining regulatory compliance across all business operations.
Budget Analysis
Our budget analysis services include forecasting, scenario modeling, and performance tracking. We develop customized budgetary controls and provide actionable insights for financial decision-making. Clients benefit from improved resource allocation and strategic financial planning tailored to business objectives.
Internal Controls Implementation
We design and implement robust internal control systems to protect business assets and ensure financial accuracy. Our solutions include process documentation, segregation of duties, and compliance monitoring. These controls reduce operational risks while enhancing transparency in financial operations.
People
Krista Schulz
Accounting Specialist
With over 20 years of experience, Krista Schulz graduated from Ball State University in 1991 and worked at Arthur Andersen. She specializes in financial, real estate, and nonprofit industry accounting solutions.
James Schulz
Financial Strategist
Jim Schulz brings 20+ years of financial experience from public accounting, Fortune 500 companies, and startups. He graduated from Indiana University and focuses on strategic financial management for business growth.
Questions
What industries do you serve?
We work with businesses across all industries including finance, real estate, nonprofits, and technology startups.
Do you work with small businesses?
Yes, we specialize in supporting small businesses and startups with financial strategy and accounting solutions.
What experience do your team members have?
Our team has over 35 years combined experience working with Fortune 500 companies and small businesses.
How do you customize services?
We tailor solutions based on business size, industry, and growth stage through personalized financial strategies.
What sets you apart from other firms?
We combine accounting expertise with strategic business insights that address both immediate needs and long-term goals.
