About Upward Financial

An Upward Approach
At Upward Financial, we take a practical approach to bookkeeping, payroll, and personal tax support. We know the financial side of running a business can feel heavy, especially when you are already managing a full workload. Our role is to help make that side of the business more efficient.


We believe good work starts with trust.
Who We Serve
Upward Financial works with small businesses, sole proprietors, and individuals who want a more manageable way to stay on top of their financial responsibilities. Our clients come from a range of industries and often need help keeping records in order to stay ahead of deadlines.
- Manufacturing
- Transportation
- Contracting
- Farming
- Retail
- Restaurants
- Small Businesses & Sole Proprietorships
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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.
DF, Agricultural.
