Get the financial confidence you need with a fractional controller you can trust.
Get the financial confidence you need with a fractional controller you can trust.
Get the financial confidence you need with a fractional controller you can trust.
Whether you’re just hitting your stride as a startup or prepping for an audit, acquisition, or sale, we’ll make sure your finances can make your next step successful.
Whether you’re just hitting your stride as a startup or prepping for an audit, acquisition, or sale, we’ll make sure your finances can make your next step successful.
Projections and plans don’t matter if you can’t trust the underlying numbers.
Projections and plans don’t matter if you can’t trust the underlying numbers.
Projections and plans don’t matter if you can’t trust the underlying numbers.
(AND IF YOU CAN’T TRUST THE TEAM PROVIDING THOSE NUMBERS)
(AND IF YOU CAN’T TRUST THE TEAM PROVIDING THOSE NUMBERS)
UpwardFi provides fractional controller and accounting services for startups, non-profits, and lean finance teams ready to grow smarter. We combine corporate-level accuracy with startup-style agility to give you the structure, systems, and strategy you need to move upward.
UpwardFi provides fractional controller and accounting services for startups, non-profits, and lean finance teams ready to grow smarter. We combine corporate-level accuracy with startup-style agility to give you the structure, systems, and strategy you need to move upward.
At UpwardFi, we’re known for fractional controllership that feels like a vested partnership.
At UpwardFi, we’re known for fractional controllership that feels like a vested partnership.
At UpwardFi, we’re known for fractional controllership that feels like a vested partnership.
You deserve a controller who’s committed to your growth and proactive about helping you achieve it – whether or not that person (or team) works for your company or with it.
You deserve a controller who’s committed to your growth and proactive about helping you achieve it – whether or not that person (or team) works for your company or with it.
That’s exactly what you’ll find here.
That’s exactly what you’ll find here.
We take our work personally in the best possible way – and we’re deeply invested in providing numbers and collaboration you can trust.
We take our work personally in the best possible way – and we’re deeply invested in providing numbers and collaboration you can trust.
The financial insight you need, without the FTE’s you don’t.
The financial insight you need, without the FTE’s you don’t.
The financial insight you need, without the FTE’s you don’t.
Our fractional finance team integrates seamlessly into your operations, giving you reliable reporting and efficient systems — without the time, cost, or turnover of building a team in-house.
Our fractional finance team integrates seamlessly into your operations, giving you reliable reporting and efficient systems — without the time, cost, or turnover of building a team in-house.
I've seen Kendra in companies that had hockey stick growth, bootstrapped businesses, and mid-market PE. All have tried to hire her full time. I would as well... Instead we've all been her happy clients. Kendra is the type of person you put your name behind and recommend to friends who need accounting help. She brings an attention to detail and ownership that drives results.
I've seen Kendra in companies that had hockey stick growth, bootstrapped businesses, and mid-market PE. All have tried to hire her full time. I would as well... Instead we've all been her happy clients. Kendra is the type of person you put your name behind and recommend to friends who need accounting help. She brings an attention to detail and ownership that drives results.
I've seen Kendra in companies that had hockey stick growth, bootstrapped businesses, and mid-market PE. All have tried to hire her full time. I would as well... Instead we've all been her happy clients. Kendra is the type of person you put your name behind and recommend to friends who need accounting help. She brings an attention to detail and ownership that drives results.
More than anything else, Kendra brings trust. She's the business partner that can adapt her approach to meet the needs of your business. It's why she's the first person I recommend to friends who need accounting help.
More than anything else, Kendra brings trust. She's the business partner that can adapt her approach to meet the needs of your business. It's why she's the first person I recommend to friends who need accounting help.
More than anything else, Kendra brings trust. She's the business partner that can adapt her approach to meet the needs of your business. It's why she's the first person I recommend to friends who need accounting help.
Tom Kirby
Tom Kirby
Founder | PrepDD
Founder | PrepDD
Helping your business move Upward – in your industry and the world.
Helping your business move Upward – in your industry and the world.
Helping your business move Upward – in your industry and the world.
We specialize in fractional controller support that gives you an accurate picture of your present, so you can plan for the future.
We specialize in fractional controller support that gives you an accurate picture of your present, so you can plan for the future.
Here’s (just some!) of the businesses we’re partnering with lately:
Here’s (just some!) of the businesses we’re partnering with lately:
A SAAS COMPANY…
A SAAS COMPANY…
...gearing up for an acquisition needed their books cleaned, systems documented, and reports investor-ready. We streamlined their processes and built audit-ready financials that made due diligence smooth and stress-free.
...gearing up for an acquisition needed their books cleaned, systems documented, and reports investor-ready. We streamlined their processes and built audit-ready financials that made due diligence smooth and stress-free.
A NATIONAL NON-PROFIT…
A NATIONAL NON-PROFIT…
...wanted controller-level oversight without the cost of a full-time hire. We created scalable systems, implemented clear reporting, and provided the financial visibility their board needed to make confident decisions.
...wanted controller-level oversight without the cost of a full-time hire. We created scalable systems, implemented clear reporting, and provided the financial visibility their board needed to make confident decisions.
A POST-REVENUE STARTUP…
A POST-REVENUE STARTUP…
...with steady traction that didn’t just need bookkeeping – they needed a way to project what was coming. We built financial systems that grew with them, giving the founders the insight needed to plan their next stage of expansion.
...with steady traction that didn’t just need bookkeeping – they needed a way to project what was coming. We built financial systems that grew with them, giving the founders the insight needed to plan their next stage of expansion.
If your company’s cashflow feels unpredictable, you don’t have a revenue problem: you have an accounting one.
If your company’s cashflow feels unpredictable, you don’t have a revenue problem: you have an accounting one.
If your company’s cashflow feels unpredictable, you don’t have a revenue problem: you have an accounting one.
A fractional controller helps you uncover the why behind the numbers: tightening up your systems, improving forecasting, and giving you real visibility into where your money’s coming from and where it’s going. With clearer reporting and proactive planning, your finances finally start to feel consistent – and your business can move upward.
A fractional controller helps you uncover the why behind the numbers: tightening up your systems, improving forecasting, and giving you real visibility into where your money’s coming from and where it’s going. With clearer reporting and proactive planning, your finances finally start to feel consistent – and your business can move upward.
© 2025 UpwardFi. All rights reserved.
Privacy Policy
Terms of Service
Designed by ivanwillenberg.com
Copy by hellococreative.com
© 2025 UpwardFi. All rights reserved.
Privacy Policy
Terms of Service
Designed by ivanwillenberg.com
Copy by hellococreative.com
© 2025 UpwardFi. All rights reserved.
Privacy Policy
Terms of Service
Designed by ivanwillenberg.com
Copy by hellococreative.com
© 2025 UpwardFi. All rights reserved.
Privacy Policy
Terms of Service
Designed by ivanwillenberg.com
Copy by hellococreative.com