Upside CFO

Upside CFO

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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.

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5701 W. Slaughter Lane
Austin, TX
78739