Your finance team, without the overhead.
Get the financial expertise your business needs without the cost of building an in-house finance team. From accurate bookkeeping to strategic CFO support, our experienced professionals help growing businesses and nonprofits stay financially confident with responsive service during US business hours.
Why teams switch to Upwards
Affordable, high-quality financial solutions
Upwards Consulting is a professional services firm that provides accounting and financial solutions to small and medium-sized businesses and non-profit organizations. We are devoted to offering our clients affordable support and solutions of the highest quality — forming a strong partnership to help them maximize profitability and output in the most cost-effective manner.
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Working as a Finance Partner
We are committed to forming strategic partnerships with our clients. Close connection, trust, and mutual respect help us learn our clients' goals and achieve the desired results.
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Experience
We bring diversified industry experience, offering an array of solutions to your accounting problems.
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Cost-effective
Highly experienced, globally diversified and trained specialists enable us to provide high-quality finance support functions at affordable prices.
A finance bench built to feel in-house
The consistency and context of a real team, minus the overhead of hiring one.
Dedicated finance partner
One consistent team that learns your business — not a rotating help desk.
Built for your stack
QuickBooks, Xero, Sage Intacct, Bill.com — integrated, not bolted on.
Decision-ready reporting
Monthly reports with commentary, not just numbers in a spreadsheet.
Audit & compliance ready
Clean books, prepared exactly the way your auditors expect them.
One partner, every stage of growth
From day-to-day bookkeeping to strategic CFO guidance — pick where you need us, scale up as you grow.
Bookkeeping & Accounting
Accurate books, reconciled monthly, with reporting your board can actually use.
- Invoicing, A/P & A/R management
- Bank & credit card reconciliation
- Grant & nonprofit reporting
Consultancy
System migrations, integrations, and clean-up — done without disrupting operations.
- Software migration & implementation
- Messy-books clean-up
- Process re-engineering
Advisory & Virtual CFO
Forecasting, risk, and performance guidance from a fractional CFO — no full-time salary required.
- Financial forecasting & budgeting
- Risk management
- Contractual / Virtual CFO
Upwards took our books from an 18-day close to 4 days, and we finally have forecasts we trust for board meetings.
Who we work best with
Small & Medium Businesses
Nonprofits & NGOs
Startups Needing a Fractional CFO
Our Core Platforms
Our partners are the cornerstone of our success.
Insights on running the numbers right
Explore expert articles that simplify accounting, budgeting, forecasting, and financial management. Get practical advice you can apply to keep your finances organised and your business moving forward.
Financial Insights
The Basics of Financial Management for Startups
The primary goal of financial management in a startup is not only about building accurate numbers for your company, but about making your business viable in a limited and competitive setting.
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Financial Insights
Understanding Nonprofit Accounting: A Guide to Financial Transparency and Responsibility
Nonprofit accounting is not merely the recording of financial transactions — it is an act of accountability. Compliance with accounting principles and practices helps nonprofits strengthen financial management and support their missions.
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Financial Insights
The Need for Effective Business Accounting Software
Selecting the appropriate software solution in the sphere of accounting is one of the critical choices that define a company's success and development.
Read MoreReady to upgrade your books?
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