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The latest Bookkeeping news, updates, and financial help.

Latest Blog Posts
5 ways to boost your business cashflow in 2023
5 Ways to Boost Your Business Cashflow in 2023 Feb 06, 2023

Small businesses should be looking to improve their cash flow by starting with these simple but effective steps:

  1. Get clear on money coming in and...
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Tips to Keep Your Finances Organized Before Tax Season
Tips to Keep Your Finances Organized Before Tax Season Jan 24, 2023

Many people stress over taxes each year. The average taxpayer spends 11 hours on tax prep and other tax-related work. However, you can take steps...

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Creating an Abundance Mindset for 2023
Creating an Abundance Mindset for 2023 Jan 17, 2023

You can develop an abundance mindset just like you develop confidence. Having an abundant mindset will help you give and receive love,...

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12 New Year Goals Every Business Owner Should Make For 2023
12 New Year Goals Every Business Owner Should Make For 2023 Jan 09, 2023

Happy New Year! We hope you’re as excited about the year ahead as we are, and we’re excited to share and bring more value with our best...

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BOOKKEEPING SERVICES

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.

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CONTROLLER SERVICES

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.

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CFO SERVICES

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.

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TAX PREPARATION

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!

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BOOKKEEPING AND TAX CATCH-UP

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.

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WORKFLOW

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.