Upslope CFO

SERVICES

ABOUT

Upslope CFO

SERVICES

ABOUT

Upslope CFO

Services & Pricing

Finance that pays for itself

Finance that pays for itself

Senior CFO expertise at a fraction of the cost of a full-time hire. Whether you need a full CFO presence or a single deliverable, let's starts with a conversation.

I don't staff engagements. You get me directly — in your meetings, in your models, in your Slack.

Senior CFO expertise at a fraction of the cost of a full-time hire. Whether you need a full CFO presence or a single deliverable, lets starts with a conversation.

I don’t staff engagements. You get me directly — in your meetings, in your models, in your Slack.

Engagements

Embedded Fractional CFO

Embedded Fractional CFO

Enterprise Value & Exit Readiness

Enterprise Value & Exit Readiness

AI-Run Finance Operations

AI-Run Finance Operations

Financial Infrastructure & Reporting

Financial Infrastructure & Reporting

Forecasting & Scenario Planning

Forecasting & Scenario Planning

Full Stack: Bookkeeping to Strategy

Full Stack: Bookkeeping to Strategy

Monthly Retainers

Pick the tier that matches where you are.

Core

Clean books, on time, every month w/ light strategy.

$5,500

/mo

Monthly reporting (P&L, Balance Sheet, Cash Flows)

Monthly financial review and strategy call

AP/AR cycles

Expense tracking

Monthly reconciliations

MOST COMMON

Strategic

A real finance partner, not just clean books.

$8,500

/mo

Monthly reporting (P&L, Balance Sheet, Cash Flows)

Bi-Weekly financial review and strategy sessions

Dynamic financial forecasting

Monthly budget v. actual analysis

Revenue Recognition

AP/AR, invoicing, expense tracking

Monthly reconciliations

Basic tax liaison

Scale

Full strategic partnership, built for the exit.

$12,500

/mo

Monthly reporting (P&L, Balance Sheet, Cash Flows)

Weekly financial review and strategy sessions

Dynamic financial forecasting

Scenario planning

Pricing & margin analysis

Monthly budget v. actual analysis

GAAP-based Revenue Recognition

AP/AR, invoicing, expense tracking

Monthly reconciliations

Advanced tax planning

Additional initiatives agreed on w/ mgmt

One-Time Engagements

Project-Based Work

Need a specific deliverable? Fixed-scope, clear outputs.

Not sure which tier fits?

Book a 30-minute diagnostic and we’ll figure out the right fit together. No pressure, no obligation.