Upward Focus

At Upward Focus LLC, we are a team of experienced professionals dedicated to providing financial, accounting, and operational consulting services to businesses of all sizes and industries. Our goal is to provide our clients with the financial, operational, and accounting tools they need to succeed. We achieve this by working closely with our clients to understand their unique needs and providing tailored solutions to help them achieve their business objectives.

Our Services

Our portfolio of services includes operational and control management, budget analysis and forecasting, controllership function, treasury management, and general accounting services. We specialize in providing innovative and cost-effective solutions to businesses that require a range of financial, accounting, and operational expertise.

Operational and Control Management

We help our clients optimize their accounting systems and processes, including data conversion and management reporting. We also identify cost savings opportunities and design timely budgetary controls. Our expertise in operational and control management allows us to streamline financial processes and improve financial reporting.

Budget Analysis and Forecasting

We provide our clients with timely and accurate financial forecasts and budgets. We analyze actual results against budgets and forecasts, identify trends and patterns, and project various financial scenarios. Our expertise in budget analysis and forecasting helps our clients make informed business decisions.

Controllership Function

We provide controllership function services, including supervision of accounting and finance departments, coordination of activities with external accountants, and support for financial statement preparation. Our expertise in controllership function ensures that our clients' financial records are accurate and compliant with regulatory requirements.

Treasury Management

We help our clients manage their cash flow needs, working capital, and forecast burn rate. We prepare cash flow statements, manage and evaluate banking relationships, and provide recommendations to improve cash flow and working capital management.

General Accounting Services

We provide a range of general accounting services, including invoicing, bill payment, financing, and reconciliations. We also maintain vendor relations, manage banking relations, and provide payroll and tax preparation services. Our expertise in general accounting services ensures that our clients' financial records are accurate and compliant with regulatory requirements.

Meet Our Team

Our team of experienced professionals has over 35 years of combined experience working with businesses of all sizes and industries. Our team members have expertise in financial, accounting, and operational consulting and have worked with Fortune 500 companies, small start-ups, and everything in between.

What Our Clients Say

"We have found Upward Focus to be a valuable addition to our team. Their expertise in financial and accounting consulting has helped us make informed business decisions and improve our financial management. We highly recommend Upward Focus LLC to any business looking for a trusted partner to support their financial and operational needs." - A satisfied client