WORK WITH US
WORK WITH US
Fractional controller services that go beyond the basics to give you a proactive plan.
Fractional controller services that go beyond the basics to give you a proactive plan.
Whoever said “done is better than perfect” has never met us.
Whoever said “done is better than perfect” has never met us.
At UpwardFi, we provide fractional controller services that go beyond simply “having your books done,” to give you the insight, accuracy, and scalable systems you need to run a better, stronger business.
From non-profits in need of simple, trustworthy financial support to growth-stage business preparing for due diligence, we give you the reliable numbers and insight your next stage demands.
At UpwardFi, we provide fractional controller services that go beyond simply “having your books done,” to give you the insight, accuracy, and scalable systems you need to run a better, stronger business.
From non-profits in need of simple, trustworthy financial support to growth-stage business preparing for due diligence, we give you the reliable numbers and insight your next stage demands.
Compliance isn’t enough. We’re here to give you clarity.
Compliance isn’t enough. We’re here to give you clarity.
When done right, finances don’t just keep you afloat – they help you climb.
We make it happen with:
✓ Accurate books that turn into actionable insights
✓ Reports that provide roadmaps for decision-making
✓ Financial systems that help you scale
When done right, finances don’t just keep you afloat – they help you climb.
We make it happen with:
✓ Accurate books that turn into actionable insights
✓ Reports that provide roadmaps for decision-making
✓ Financial systems that help you scale
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
0
125k
250k
375k
500k
Monthly Gross Profit
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
0
125k
250k
375k
500k
Monthly Gross Profit
Fractional Controller Services
Fractional Controller Services
Get the dedication and attention of an in-house financial team, without the overhead or hiring headaches. All packages are customized to your company’s needs, based on transaction volume, system complexity, and growth goals.
Get the dedication and attention of an in-house financial team, without the overhead or hiring headaches. All packages are customized to your company’s needs, based on transaction volume, system complexity, and growth goals.
✓
Startups
✓
SaaS Companies
✓
Venture-Backed Companies
✓
Venture-Backed Companies
✓
Professional Service Firms
✓
Agencies & Creative Studios
✓
Non-Profits
✓
Professional Service Firms
✓
Startups
✓
SaaS Companies
✓
Venture-Backed Companies
✓
Professional Service Firms
✓
Agencies & Creative Studios
✓
Non-Profits
Option 1: Launchpad
Option 1: Launchpad
Fractional Controller Oversight
Fractional Controller Oversight
Controller-level oversight for your existing bookkeeping team, to make sure systems stay accurate and scalable.
Controller-level oversight for your existing bookkeeping team, to make sure systems stay accurate and scalable.
WHAT YOU’LL GET:
WHAT YOU’LL GET:
•
•
Bookkeeping oversight, to catch errors and tighten controls.
Bookkeeping oversight, to catch errors and tighten controls.
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•
Monthly reporting (Profit & Loss report, Balance Sheet, and Cash Flow report) that goes beyond compliance to give you clarity.
Monthly reporting (Profit & Loss report, Balance Sheet, and Cash Flow report) that goes beyond compliance to give you clarity.
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A 13-week cash flow forecast, to help your team plan ahead for payroll, investments, and growth.
A 13-week cash flow forecast, to help your team plan ahead for payroll, investments, and growth.
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•
Streamlined Accounts Payable/Accounts Receivable workflows to simplify invoicing, payments, and collections – freeing up your team’s time and reducing manual work.
Streamlined Accounts Payable/Accounts Receivable workflows to simplify invoicing, payments, and collections – freeing up your team’s time and reducing manual work.
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Quarterly check-ins and process improvement recommendations to keep your financial systems running smoothly as your company evolves.
Quarterly check-ins and process improvement recommendations to keep your financial systems running smoothly as your company evolves.
STARTING AT $2,500/MONTH
STARTING AT $2,500/MONTH
Option 2: Ascent
Option 2: Ascent
Full-Suite Accounting + Controller Oversight
Full-Suite Accounting + Controller Oversight
For companies without in-house bookkeeping or accounting, who need a fractional team to seamlessly step in and handle it all.
For companies without in-house bookkeeping or accounting, who need a fractional team to seamlessly step in and handle it all.
WHAT YOU’LL GET:
WHAT YOU’LL GET:
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•
Comprehensive bookkeeping handled by our team — monthly closes, reconciliations, and AP/AR management — so you can finally trust and use your numbers.
Comprehensive bookkeeping handled by our team — monthly closes, reconciliations, and AP/AR management — so you can finally trust and use your numbers.
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•
Controller-level oversight to ensure accuracy, compliance, and consistency across every financial process.
Controller-level oversight to ensure accuracy, compliance, and consistency across every financial process.
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Monthly financial and cash flow reporting that tells the full story of your business performance — not just what happened last month.
Monthly financial and cash flow reporting that tells the full story of your business performance — not just what happened last month.
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13-week cash flow forecasting to help you plan confidently for upcoming expenses, investments, or hiring decisions.
13-week cash flow forecasting to help you plan confidently for upcoming expenses, investments, or hiring decisions.
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Accounting policy documentation to keep your systems audit-ready and scalable as your team grows.
Accounting policy documentation to keep your systems audit-ready and scalable as your team grows.
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Financial system setup & automations to eliminate manual busywork for your team.
Financial system setup & automations to eliminate manual busywork for your team.
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Monthly leadership review calls to walk through your numbers, flag opportunities, and plan proactively.
Monthly leadership review calls to walk through your numbers, flag opportunities, and plan proactively.
STARTING AT $5,000/MONTH
STARTING AT $5,000/MONTH
Cash Balance
$3.2M
0
1,000
2,000
3,000
4,000
Jan
Feb
Mar
Apr
May
Jun
May Revenue
$725,850
Expenses
$312,700
Cash Balance
$3.2M
0
1,000
2,000
3,000
4,000
Jan
Feb
Mar
Apr
May
Jun
May Revenue
$725,850
Expenses
$312,700
Option 3: Summit
Option 3: Summit
Audit & Transaction Readiness
Audit & Transaction Readiness
For companies preparing for an audit, Quality of Earnings (QoE), or acquisition, who need their financials to stand up to scrutiny.
For companies preparing for an audit, Quality of Earnings (QoE), or acquisition, who need their financials to stand up to scrutiny.
You’ll get everything in our Ascent (Full Suite Accounting + Controller) package, plus:
You’ll get everything in our Ascent (Full Suite Accounting + Controller) package, plus:
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Audit and QoE preparation + support (from documentation gathering to reconciliations and memos), so every number is justified and every question has an answer.
Audit and QoE preparation + support (from documentation gathering to reconciliations and memos), so every number is justified and every question has an answer.
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•
Custom board and investor reporting packages that communicate your financial story clearly and confidently.
Custom board and investor reporting packages that communicate your financial story clearly and confidently.
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Direct coordination with auditors, attorneys, and diligence teams to keep the process moving smoothly.
Direct coordination with auditors, attorneys, and diligence teams to keep the process moving smoothly.
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Historical clean-ups and technical accounting projects to fix legacy issues and ensure your books are accurate, compliant, and investor-ready.
Historical clean-ups and technical accounting projects to fix legacy issues and ensure your books are accurate, compliant, and investor-ready.
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Ad hoc system and reporting projects to streamline financial operations and strengthen internal controls before major milestones.
Ad hoc system and reporting projects to streamline financial operations and strengthen internal controls before major milestones.
STARTING AT $7,500/MONTH FOR ONGOING SUPPORT OR $15,000 FOR PROJECT-BASED ENGAGEMENTS
STARTING AT $7,500/MONTH FOR ONGOING SUPPORT OR $15,000 FOR PROJECT-BASED ENGAGEMENTS
We have a solution for that
We have a solution for that
We tailor your company’s systems to your exact needs — and we’re fluent in the tools that make it all run smoothly. From QuickBooks, Ramp, and Bill.com to NetSuite, Maxio, and Sage Intacct, our team knows how to connect your tech stack, automate your workflows, and keep your finances running efficiently behind the scenes.
We tailor your company’s systems to your exact needs — and we’re fluent in the tools that make it all run smoothly. From QuickBooks, Ramp, and Bill.com to NetSuite, Maxio, and Sage Intacct, our team knows how to connect your tech stack, automate your workflows, and keep your finances running efficiently behind the scenes.
Launchpad
Fractional Controller Services
Ascent
Full-Suite Accounting & Controller Support
Summit
Audit & Transaction Readiness
Controller Oversight
Monthly Reporting
Cash Flow Forecasting
Streamlined AP/AR Workflows
Monthly Bookkeeping
Systems Setup & Automation
Accounting Policy Documentation
Audit/QoE Prep & Support
Custom Board & Investor Reporting
Coordination With Attorneys, Auditors, & Diligence Teams
Historical Clean-Ups
Launchpad
Fractional Controller Services
Controller Oversight
Monthly Reporting
Cash Flow Forecasting
Streamlined AP/AR Workflows
Summit
Audit & Transaction Readiness
Everything offered in Launchpad & Ascent plus
Audit/QoE Prep & Support
Custom Board & Investor Reporting
Coordination With Attorneys, Auditors, & Diligence Teams
Historical Clean-Ups
Ascent
Full-Suite Accounting & Controller Support
Everything offered in Launchpad plus
Monthly Bookkeeping
Systems Setup & Automation
Accounting Policy Documentation
Customer testimonials
Customer testimonials
Kendra made our company’s audit and due diligence process seamless — everything was organized, accurate, and ready when it needed to be. The bankers said it was the smoothest acquisition process they’d ever seen.
Kendra made our company’s audit and due diligence process seamless — everything was organized, accurate, and ready when it needed to be. The bankers said it was the smoothest acquisition process they’d ever seen.
I’ve never thought of Kendra as a fractional controller – she has complete dedication to her work, plus the unique ability to bring your records up-to-date while helping you project for the future. It’s not often that people can do that.
I’ve never thought of Kendra as a fractional controller – she has complete dedication to her work, plus the unique ability to bring your records up-to-date while helping you project for the future. It’s not often that people can do that.
Praveen Chennareddy
SaaS Co-Founder
It’s time to trade just “getting your books done” for fractional controller services that secure your company’s future.
It’s time to trade just “getting your books done” for fractional controller services that secure your company’s future.
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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