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Wellington North Perth
Bookkeeping for Small Businesses

Upward Focused.
Forward Driven.

Why Choose Upward Financial?

Clear Communication

We explain things in plain language you can understand.

Reliable Support

Stay organized with remittances, and financial responsibilities.

Practical Guidance

We provide helpful insight to make your business easier to manage.

Move Your Business Forward

Our primary focus is bookkeeping, supported by related services that help business owners make better decisions.

  • Bookkeeping

    Keep your books current so you have a clearer picture of what needs attention next.

    Need Bookkeeping?
  • Payroll Services

    We reduce payroll administration by supporting records and remittances.

    Learn About Payroll
  • Personal Taxes

    Prepare personal tax returns with an organized process from start to finish.

    Personal Taxes
  • Confidence in Your Business Starts with Clearer Books

    Less time buried in paperwork

    Upward Financial helps small business owners get organized and move forward with confidence in their numbers.

    Request a Consultation

    Industry Leading Technology

    At Upward Financial we are committed to offering your the best service possible, which is why we partner with the industry leading options in our work.

    Dext by IRISIntuit QuickBooks - ProAdvisor CertifiedFinancialSenseFinancialSenseFinancialSenseFinancialSense

    What Can Better Bookkeeping Do For You?

    1. Time For What Matters

    More time to focus on your business, staff, and customers.

    2. Less Stress

    Stress less about bookkeeping, payroll, and deadlines

    3. Confidence In Your Numbers

    Greater confidence in the true state of your finances

    4. Better Records & Decisions

    Cleaner records that support better business decisions

    5. Strong Financial Prep

    Better preparation for conversations with accountants, lenders, and advisors

    6. Peace Of Mind

    Peace of mind knowing important financial tasks are being handled properly

    Serving in Kitchener-Waterloo and Surrounding Communities

    Upward Financial works with small businesses and organizations throughout Kitchener-Waterloo Region, including Kitchener, Waterloo, Elmira, and surrounding communities.

    "
    We found ourselves searching for a bookkeeping service recently. We wanted a person to come onsite & we wanted a person that has good knowledge & experience with EBMS software. Upward Financial checked those boxes. We have been very happy with the services provided.

    DF, Agricultural.