Upward Focus

At Upward Focus LLC, we are dedicated to providing your business with the financial, operational, and accounting tools you need to succeed. Our team of experts has over 35 years of combined experience working with companies of all sizes, from Fortune 500 to sole-proprietors. We pride ourselves on our creative and innovative approaches to help you meet your business objectives.

Our Services

Our services are designed to meet the unique needs of each client. We offer Operational and Control Management, including accounting system upgrades and process improvements. We also provide Budget Analysis and Forecasting, Controllership Function, and General Accounting Services. Our goal is to obtain an in-depth understanding of your business while offering financial and strategic advice when necessary.

Operational and Control Management

We help upgrade your accounting systems and processes, including data conversion and management report design. We identify the cost-benefit of various accounting packages, streamline the financial close process, and evaluate overall insurance needs. Our services also include managing resource allocation to various projects and identifying drivers of profitability.

Budget Analysis and Forecasting

We prepare operating budgets and forecasts, compare actual results to budgets and forecasts, and project various financial scenarios. We design and implement timely budgetary controls and provide "what if" sensitivity analyses.

Controllership Function

Our team supervises the accounting and finance departments, coordinates activities with external accountants, and assists in the preparation of financial statements. We document and implement all accounting processes and procedures that directly support internal controls and the overall control environment.

General Accounting Services

We provide and support all accounting functions, including invoicing, bill payment, financing for more competitive rates, and reconcile checking. We also manage vendor and payroll checks, maintain vendor relations, and manage banking relations.