Upscaling Your Business
Our Mission
At Upscale Financial, our mission is to empower small and medium-sized businesses in Edmonton, Alberta, to achieve financial clarity, efficiency, and growth. Through expert Bookkeeping and tailored Financial Advisory Services, we help our clients make informed decisions, optimize their operations, and build a stronger financial foundation.
We are committed to delivering exceptional service with integrity, professionalism, and a personal touch, fostering long-term relationships that drive success. Our goal is to be the trusted partner that helps businesses not only manage their finances but also thrive and scale in an ever-evolving marketplace.
-Marcus Bustamante
Founder, Upscale Financial Ltd.
“I believe that the right financial insight can transform small businesses into thriving enterprises. Let us help you unlock your full potential and upscale your business.”
Our Services
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Financial Analysis and Forecasting
We specialize in providing small to mid-sized businesses with tailored financial strategies to help businesses in take control of there finances and optimize profitability.
Our services include:
Financial Analysis and Reporting: Comprehensive evaluation and customized reports to provide clear insights into your business’s financial health and performance.
Strategic Financial Planning: Forward-looking financial strategies to align with your business goals, optimize growth, and navigate challenges.
Production Cost Analysis: Detailed breakdown of production expenses to identify inefficiencies, reduce costs, and improve profit margins.
Supplier Analysis: Evaluation of supplier performance and pricing to optimize relationships, reduce costs, and enhance value.
Cash Flow Analysis: In-depth tracking and analysis of cash inflows and outflows to ensure liquidity, stability, and effective financial management.
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Bookkeeping Services
We offer comprehensive monthly bookkeeping services designed to keep your business’s finances organized, accurate, and up-to-date. Whether you're a small business owner or a growing enterprise, we provide customized solutions to meet your unique financial needs.
Our Monthly Bookkeeping Services Include:
Transaction Recording: Accurately recording all income, expenses, and transactions to maintain a clear financial picture.
Bank Reconciliation: Ensuring your accounts are balanced by reconciling bank and credit card statements.
Financial Reporting: Providing monthly reports, including profit and loss statements, balance sheets, and cash flow reports, for a detailed understanding of your business’s performance.
Expense Categorization: Properly classifying expenses for easy tax preparation and financial analysis.