Upward Focus LLC specializes in providing financial, accounting and operational consulting designed specifically for cost-conscious companies in need of utilizing a range of business experience. Our goal is to obtain an in-depth understanding of a company’s business while offering financial and strategic advice when necessary.
We provide your business the financial, operational and accounting tools you need to succeed. We provide services created specifically to meet the needs of each client regardless of size, industry or business phase.
Operational and Control Management
Upgrade accounting systems and processes including process for conversion of data and design of management reports.
Budget Analysis and Forecasting
Compare actual results to budgets and forecasts and project various financial scenarios and Design and implement timely budgetary controls.
General Accounting Services
Perform various administrative tasks such as maintain vendor relations, and manage banking relations. Prepare annual payroll tax returns, W-2’s and 1099’s
We are not your typical accountants. At Upward Focus we pride ourselves on creative and innovative approaches to help you meet your business objectives. We have over 35 years of combined experience working with every size of company from Fortune 500 to sole-proprietors.
Krista Schulz has over 20 years of accounting experience. After graduating from Ball State University in 1991, she started her career with Arthur Andersen and served clients in the financial, real estate and not-for-profit industries...
Jim Schulz is a serial entrepreneur with over 20 years of financial experience working with public accounting firms, Fortune 500 companies and small start-up companies. Jim graduated from Indiana University...
"Upward focus is an outsourced CFO in two of my venture companies. Upward Focus does a fantastic job of producing timely and accurate financials as well as concise and thorough reporting to our boards. I couldn’t recommend Upward Focus more strongly."