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CPAs and Advisors

Helping you start up, stay up, and scale up.

Upkins & Associates delivers financial and strategic advisory services to individuals and businesses so they can focus on what matters most. Our firm specializes in all financial and business management matters, from choosing a legal entity structure to determining the financial impact of operational decisions. No matter where you are in your journey of considering your current and future financial needs, we will partner with you to help develop a plan toward success. We bring extensive experience and professionalism to every engagement and customize our support to your individual needs and concerns.

Our desire is not to simply produce financial reports or file a tax return but to come alongside of you to help your idea flourish. We’re on the pulse of modern technology, and have monitored its evolution to inform our own approaches—all to give you exceptional advice and service that will last for years to come.


We Are Partners on Your Journey to Success

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Privately Held Businesses

As a business owner, your focus is best spent on delivering quality products and services, not worrying about how to get paid, pay vendors and employees, or set up your accounting system. We come alongside of you, listen to your goals and pain points, and develop a strategy to help keep your eyes focused on where they should be: the opportunities ahead.

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NFP leaders are already busy raising funds and managing programs. We support these organizations with the accounting expertise necessary to achieved their desired impact. We are also available to provide independent assurance to funding organizations when needed.

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Serving our individual clients means we do more than just prepare your tax return. We help to identify the strategic ways to structure your income and expenses to minimize your tax liability. Though you may not become a tax expert, our goal is that you are confident and knowledgeable of your tax situation long before taxes are due.


From Insight to Strategy to Success

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Understanding the past by delivering clear presentation of the historical performance of your business 

  • Financial Statement Preparation
  • Monthly/Quarterly Reviews
  • Outsourced CFO
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Preparing for the future by helping to clear upcoming hurdles and solve for the unknown

  • Financial Planning & Analysis (FP&A)
  • Litigation Support
  • Process Improvement
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Delivering confidence to stakeholders by ensuring accounting information is presented fairly

  • Compilation
  • Review
  • Audit
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Ensuring you are compliant by establishing appropriate tax strategies at the local, state, federal, and international levels

  • Indirect Tax Compliance
  • Tax Preparation
  • Tax Planning

How can we help?

If you have any questions, please contact us using the link below.