Monthly Financial Review Meeting

Starting at $600/month

Take some time to work on your business.

Are you a small business owner who could benefit from someone walking you through your report and discussing your numbers?

Someone with Upright Financial will have a live virtual meeting with you and any stakeholders you choose from your business (managers, leadership team, or even the entire company) to review your financial performance. We are not just providing a report that you have to interpret, we are helping you interpret your report, know the “score”, and run a more profitable business. This type of thing can be a “forced time-out”—taking some time to look at and work “on” the business rather than “in” the business. During this meeting, feel free to bring up potential business decisions and let your Upright Financial representative serve as a sounding board. Meetings can also be quarterly, or on an ad hoc basis.