We can’t give you more hours in the day, but we can help you work smarter. With unique services from bookkeeping setup to high-level strategic insight, we’ll take control of your finances while giving you appropriate advice every step of the way.
It is more about you than it is about us.
We want you to know that we respect our relationship. You deserve a bookkeeping professional whom you can trust to return your email. For that reason, we guarantee that we will reply to your emails within 24 hours, but typically it will be much sooner.
There’s no stopwatch on this relationship. If you have a question, or you need something related to your bookkeeping or accounting…shoot us an email. We never bill by the hour. We will get back to you with an answer or point you in the right direction through our referral network.
Financial statements are based on HISTORICAL performance. It’s inherently reactive in nature…and won’t move the needle on your profitability. But…proactive guidance from a professional will! This enables you to affect change on the future of your business. In short, it gives you more cash in the bank.
We take care of your books so that you can take care of your business! Your books will be accurate and up to date and you’ll receive regularly scheduled financial statements. With business information at your fingertips, you’ll be better equipped to make decisions about your business. An added bonus is that accurate and up-to-date books mean that tax preparation becomes seamless.
Let us go beyond bookkeeping and cover the accounting needs of your business. Delving into the systems and operations, we can implement internal controls, systems, and procedures to manage all of your reporting needs to track and control your business.
Take your business to the next level with our Chief Financial Officer services. Running a business is important, but strategically planning for the future and building a vision for your company needs the support of a financial plan. Anticipate change, accelerate growth, and plan for new initiatives to deliver improved financial performance.
Having your accounting and bookkeeping with Upstream means that getting your taxes prepared and filed is a breeze! With your updated and accurate numbers, the seamless process of filing your returns results in tax time without the stress!
Are you behind on your bookkeeping or taxes? Are your records a mess? Never fear, Upstream is here. Give us your information and we will catch you up so that you can get past the lingering fear of a tax lien or wage garnishment and move ahead with the confidence of knowing that you are caught up.
Have peace of mind knowing that if you have a problem, there is likely a software solution to solve it. We have the experience and expertise to know what systems will work best for you and your business. Get sound advice from an expert to determine the best solution for your situation.