The UpwardFi Team
The UpwardFi Team
The accountant for startups who does more than accounting.
The accountant for startups who does more than accounting.
We build the financial clarity your business needs to move upward —
with accurate books, reliable reporting, and proactive support at every stage.
We build the financial clarity your business needs to move upward —
with accurate books, reliable reporting, and proactive support at every stage.
DON’T WORRY ABOUT HOLDING OUR HANDS
DON’T WORRY ABOUT HOLDING OUR HANDS
We’ll bring ourselves up to speed, so you can maintain yours.
We’ll bring ourselves up to speed, so you can maintain yours.
We take the initiative to proactively learn your business from the inside out and solve problems before they slow you down – so that bringing in a finance team feels like a weight off your chest, not another hoop to jump through.
We take the initiative to proactively learn your business from the inside out and solve problems before they slow you down – so that bringing in a finance team feels like a weight off your chest, not another hoop to jump through.
Meet Our Founder
Meet Our Founder
Hi, I’m Kendra Dancy – CPA, MBA, and founder of UpwardFi.
Hi, I’m Kendra Dancy – CPA, MBA, and founder of UpwardFi.
I started my financial career in the Fortune 500 world – and quickly learned that while I do love helping create structure that makes numbers make sense, I’d rather do it for smaller, scrappier businesses (like startups).
There’s something about rolling up my sleeves and creating order out of chaos that brings out my absolute best work – “on my toes” is my favorite place to be.
I started my financial career in the Fortune 500 world – and quickly learned that while I do love helping create structure that makes numbers make sense, I’d rather do it for smaller, scrappier businesses (like startups).
There’s something about rolling up my sleeves and creating order out of chaos that brings out my absolute best work – “on my toes” is my favorite place to be.
Most accountants for startups think their job is recording what already happened. My team is here to help you create what’s next.
Most accountants for startups think their job is recording what already happened. My team is here to help you create what’s next.
Because looking backward won’t help you get where you’re going
Because looking backward won’t help you get where you’re going
Accounting isn’t just about clean books and good reports – or at least, it shouldn’t be. Your company’s numbers have the potential to reveal everything – how fast you can hire, why you should win the grant you applied for, and when it’s time to make your next move.
Our mission is simple: to combine big-company training and impossibly high standards with startup-level agility and creativity – so you have the insight you need to keep moving upward.
Accounting isn’t just about clean books and good reports – or at least, it shouldn’t be. Your company’s numbers have the potential to reveal everything – how fast you can hire, why you should win the grant you applied for, and when it’s time to make your next move.
Our mission is simple: to combine big-company training and impossibly high standards with startup-level agility and creativity – so you have the insight you need to keep moving upward.
Meet The UpwardFi Team
Meet The UpwardFi Team
Depending on your company’s size and needs, you’re likely to meet some (or all!) of us. When you do, you’ll quickly see that we don’t just work as a team; we’re committed to becoming your team, too.
Depending on your company’s size and needs, you’re likely to meet some (or all!) of us. When you do, you’ll quickly see that we don’t just work as a team; we’re committed to becoming your team, too.
Celina Smith
EA, CPA Candidate
Sajeela Ali
QBO Pro Advisor
Dedre Wilson
MBA, EA
We’re committed to walking the walk.
We’re committed to walking the walk.
Any team could tell you they’re reliable. We’d rather demonstrate it, through consistent follow-through, proactive problem-solving, and results you can measure – or rather, results you can see (since we’ll handle the measuring and reporting for you).
Any team could tell you they’re reliable. We’d rather demonstrate it, through consistent follow-through, proactive problem-solving, and results you can measure – or rather, results you can see (since we’ll handle the measuring and reporting for you).
The UpwardFi Values
The UpwardFi Values
Accountability
We act like owners and partners, not like disconnected contractors. Every deliverable, report, and recommendation carries our name – and we take that very seriously. We’re who you call when you need your financials to stand up to scrutiny for a reason.
Initiative
We’ll never make you feel like we need to be “managed” – our role is to help you find and solve problems before they can cause more problems. We take pride in jumping straight into the fray and making the right moves, quickly.
Perspective
We operate with dual vision: keeping your big picture and bottom line in mind, while getting down with the small details. We’ll connect your overarching strategies with day-to-day systems that make it happen, so you can back up your biggest moves.
The needle can’t move without the right numbers.
The needle can’t move without the right numbers.
Reliable data and stress-free financial systems fuel confident decisions, investor trust, and operational momentum. As your fractional finance team, we’ll bridge precision accounting with strategic oversight – giving you the insight and foresight your company needs to grow.
Reliable data and stress-free financial systems fuel confident decisions, investor trust, and operational momentum. As your fractional finance team, we’ll bridge precision accounting with strategic oversight – giving you the insight and foresight your company needs to grow.
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© 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