Built on a simple belief.
Small business owners deserve the same financial clarity and strategic insight as larger companies.
One person. Every financial need. All year long.
Upland Advisory is a CPA-led controller practice built for small and mid-sized businesses. You've outgrown basic bookkeeping, but a full-time controller on payroll is more than you need.
Every engagement is handled personally. One licensed CPA who knows your business, closes your books every month, and picks up the phone when questions come up. No handoffs. No junior staff. No disappearing until tax season.
The same person managing your financials is handling your taxes. The two work together the way they should. Clean monthly books mean your tax position is visible all year, not just in April. That's where real planning happens. Strategic moves only make sense when you can actually see the numbers in real time.
For most business owners, tax and accounting have always been separate conversations. Here, they're the same one.
Controller-level financial oversight is one of the most overlooked needs in small business. It falls between what a bookkeeper can handle and what a CPA firm will prioritize — and most business owners never get it.
Monthly close, reconciliations, financial statements, and cash flow visibility. Your books are accurate, current, and actually mean something.
Your financials translated into decisions. A trusted partner who knows your business and helps you understand what the numbers are telling you.
Tax preparation and planning for monthly retainer clients. Because clean financials all year make for a straightforward filing — and real planning opportunities along the way.
The client who fits.
We work best with small business owners generating enough revenue that poor financial management has real consequences — but who aren't large enough to justify a full-time controller.
The engaged owner
You want to understand your financials, make data-driven decisions, and use your reports actively. You see clarity as a competitive advantage.
Best long-term fitThe overwhelmed owner
You know your financials are a mess. Tax time is painful. You're making decisions off your bank balance and it's not sustainable.
Great starting pointThe growing business
Revenue is there. Complexity is increasing — multiple entities, a line of credit, or job costing. You've outgrown basic accounting.
Natural fitReady to get started?
Schedule a discovery call. No commitment required.