Tier 3

Financial Planning & Analysis Services

Small business often do not need–and should not take on the full cost of–a full-time Chief Financial Officer, or Director of Finance.

By hiring Upright Financial to do financial planning and analysis for your company, you can outsource some of the related services to get some of the benefits for only a portion of the cost.

Standard Services

Starting at $2,750/month

Services like this can often increase financial acumen and awareness, and can involve your whole leadership or management team.
For Upright Financial, a lot of the heart behind this offering is to help a small business improve profitability. In fact, it would be a win if we can find ways to “pay for ourselves” (i.e. we help contribute a net increase to your bottom line).

Additional Possibilities

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