The UpShift Approach

Our goal is to empower and enable entrepreneurs to grow their business. Whether your current financial management is organized and effective or in complete disarray, UpShift can help!  With this mission, we work with you to understand your business and financial goals, then build a customized plan incorporating the services listed below.

Bookkeeping Services

Organizing, streamlining and consistently executing your bookkeeping tasks are critical for any successful company. UpShift will work with you to efficiently coordinate the transfer of your data into QuickBooks and supply you with regular financial reports, in some cases several times each month. QuickBooks payroll service is also available or UpShift will work with any Payroll service you choose to keep your employee records.

Regular reports can include income statements, balance sheets, trial balances, cash flow statements, check book balances and more. Detailed or simple, UpShift will customize the work to your needs.

Management Advisory Services

UpShift sets itself apart from other accounting services by bringing more than thirty years experience creating and running businesses to your doorstep. As you work with UpShift the concept of “change a little today, change a little more tomorrow, and next week and the week after that” can result in a very different business in six months.

Project-based Services

When you have special needs, UpShift can help. Are your records a mess? Do you need some deep dive analysis of a special situation? UpShift will work with you to successfully accomplish whatever needs to be done.

Pricing

We designed our pricing around two simple concepts: simplicity and transparency. You will pay a flat monthly rate that covers most of the services listed above (Project-based Services will typically be billed separately). While every client’s situation will be evaluated to understand the complexity and scope of work, you can always expect clear, fair pricing and services that exceed your expectations.