Attention: Small Businesses and Contractors

Never Worry About Your Bookkeeping Again

21st-Century Bookkeeping for Small Businesses and Contractors Only

How It Works

So, HOW do we help you to never worry about bookkeeping again? It's done through our proprietary 3-step system:

Step 1:

ANALYZE

First, we work with you to clarify your goals. Next, we do a deep dive analysis of where you are now with your practice finances. Only when this is complete and there is complete clarity for you and for us do we move onto...

Step 2:

CUSTOMIZE

Next, we get busy creating custom bookkeeping to fulfill your goals. This includes creating financial reporting that is: a) contractors specific, b) simple to understand and c) helps us all to see how we can...

Step 3:

OPTIMIZE

Bookkeeping is historical. Optimization means that we study the past to affect positive change on future finances. This is us helping you to meet and exceed your income goals. This requires ever-changing plans for you to thrive.

Hear From Our Clients

Amazing Service. They are very professional and sincere about helping people. I would definitely recommend their consultants to everybody.

Leo Ward

Healthy Smiles

Amazing Service. They are very professional and sincere about helping people. I would definitely recommend their consultants to everybody.

Milly Blide

Manager

Amazing Service. They are very professional and sincere about helping people. I would definitely recommend their consultants to everybody.

Rebecca Hardy

Owner, Hardy Dental

Amazing Service. They are very professional and sincere about helping people. I would definitely recommend their consultants to everybody.

Jonathan Cooper

CFO

Why Me?

With over 20 years bookkeeping experience in Construction, Woodworking, Electrical, Plumbing, and HVAC, I started Upward Bookkeeping and CFO Services to solve an underserved need within the Small Business and Construction Trades.

I know that when it comes to the bookkeeping aspect of a trade business, owners struggle.

That is why you outsource the bookkeeping aspect of your construction business, so you can focus on what is most important in running your business.

Select a Time to Chat With Me Now:

Turn your bookkeeping nightmare into a dream