Upside CFO
Empowering the Working Wealthy (Income Earners of $600k-$2.5m/yr) Save Six Figures on Taxes | 93% Overpay | Money Expert – Tax, Finance, Wealth Growth | Educating Business Owners in Financial Literacy
09/14/2025
Most owners think they need more revenue.
What they actually need is a $50K Finder Audit - one of the deliverables in our Sprint.
We run the numbers on pricing, margins, and overhead.
We regularly uncover $100K–$500K in hidden value already inside the business.
That’s why we called it the Finder Audit. It often pays for the Sprint before it’s even done.
09/08/2025
Every founder needs 3 calculators. We install them inside 90 Days to Cash & Control™:
1. Break-Even & Billing Target Calculator → Know your exact monthly revenue target.
2. Pricing Power Play → Small shifts in margin = big profit wins.
3. Freedom Forecast → 12-month clarity without drowning in what-ifs.
These aren’t spreadsheets you’ll never open. They’re tools you’ll actually use.
09/07/2025
Here’s how the Sprint works (90 days, 5 phases):
Weeks 1–2: Clean & Reconcile → Books You Can Bet On
Weeks 3–4: Know Your Numbers → breakeven + margins
Weeks 5–6: $50K Finder Audit → hidden profit + tax plays
Weeks 7–8: Boost Profit → Pricing Power Play
Weeks 9–12: Forecast + Owner’s Pay → Owner’s First Formula + Safe Ready Levels
This isn’t a retainer. It’s a build.
We do the heavy lifting. You walk away with control.
Click here to claim your Sponsored Listing.
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5701 W. Slaughter Lane
Austin, TX
78739