What We Do

Advisory & Virtual CFO

Forecasting, risk, and performance guidance from a fractional CFO — no full-time salary required.

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12-Month Cash Forecast
Cash Runway14 mo
Risk ScoreLow
Forecast Accuracy96%
Risk

Comprehensive Risk Analysis

  • Assessing financial vulnerabilities and implementing strategies to safeguard your business.
Planning

Financial Forecasting and Budgeting

  • Helping businesses make accurate and realistic financial forecasts and budgets that are in line with their business goals and objectives.
Risk

Risk Management

  • Finding and evaluating possible financial risks and making suggestions on how to deal with them.
Performance

Performance Improvement

  • Looking at a business's financial performance and making suggestions on how to improve it.
Leadership

Contractual / Virtual CFO Services

  • We provide Contractual Chief Financial Officer (CFO) services to our clients. For organizations who do not have a full-time CFO on staff, Upwards can provide part-time or project-based CFO services.

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