“Upward Focus provides the kind of flexible support that early-stage companies need. More importantly, not only do they provide excellent financial management and accounting services, but they bring their experience to table with them as well, providing insights beyond what one can get from a typical accounting or CFO-for-hire firm.”
Andrew Cothrel,
President,
SonarMed Inc.
“It’s relatively easy to find competent financial firms to handle the accounting needs of a growing business or startup. What is much more difficult is to find a group that understands the fiscal requirements of a firm in its genesis and growth phases, craft a strategy to manage cash-flows, capital expenses, and operations during these times, and most importantly identify and allocate resources the firm needs to succeed. Upward Focus provides exceptional high level and day-to-day strategic financial acumen while not getting bogged down in the minutia. The see the big picture and deliver. I highly recommend them”
Shawn. C. Comella
President & CEO
Monarch LifeSciences LLC.
“It is difficult for an early-stage company to afford the kind of CFO support that is needed to adequately prepare and report to a sophisticated board of directors. Additionally, accounting and bookkeeping tends to be a lower priority as well when you only have a handful of employees all tasked with something else as their main role. I have found Upward Focus to be a great addition to our team. It is as if we have a full-time controller and CFO at a start-up’s budget.”
Eric Davis
CEO
Kylin Therapeutics
“Upward focus is an outsourced CFO in two of my venture companies. Jim and his contractors do 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.”
Jane Martin,
General Partner,
Village Ventures
“Upward Focus is the company I turned to shortly after taking the Executive Director position of the Humane Society of Indianapolis. I have worked with Jim Schulz for several years in another non-profit setting. The Humane Society is a financially complex organization and I needed someone who could understand non-profit accounting, examine our accounting policies, and grasp the many ways in which money comes in. Jim and his team were the perfect fit. They stepped in and quickly understood our organization and guided us through an unqualified audit. In the next few months we will be increasing our work with Upward Focus moving one of Jim’s team to a Comptroller status. They are a great company and I would highly recommend their services.”
John Aleshire,
Executive Director,
Humane Society of Indianapolis