# llm.txt for Upscale Financial Ltd.
## Company Overview
Upscale Financial Ltd. is a remote bookkeeping and financial advisory service based in Edmonton, Alberta, Canada. We specialize in serving small to medium-sized businesses with annual revenues between $100,000 and $3 million, typically with 1-10 employees.
Founded by Marcus Bustamante, BCom, we provide accurate, reliable, and hassle-free monthly bookkeeping services to help businesses stay organized, tax-ready, and financially informed.
## Core Services
### 1. Monthly Bookkeeping Services
- Transaction recording and categorization
- Bank and credit card reconciliation
- QuickBooks setup and maintenance
- Monthly financial statements (Profit & Loss, Balance Sheet, Cash Flow)
- Expense categorization for tax preparation
- Email, phone, and video chat support
### 2. Financial Reporting & Analysis
- Comprehensive monthly financial reports
- Profit and Loss statements with detailed breakdowns
- Balance sheet preparation
- Cash flow analysis and reporting
- Customized reports for business insights
- Trend analysis and financial health monitoring
### 3. Business Coaching & Financial Planning
- Target setting and performance reporting
- Monthly or bi-weekly business coaching sessions
- Quarterly financial performance reviews
- Long-term financial planning and goal setting
- Key Performance Indicator (KPI) analysis
- Strategic financial guidance for growth
### 4. QuickBooks Services
- Complete QuickBooks setup for new businesses
- Migration from other accounting software
- QuickBooks training and support
- Ongoing maintenance and troubleshooting
- Integration with Canadian tax requirements
- Custom report creation
## Service Packages
### Essential Package
- Up to 100 monthly transactions
- 3 bank/credit card account reconciliations
- Monthly financial statements
- QuickBooks setup and maintenance
- Basic email/phone support
### Professional Package
- Up to 250 monthly transactions
- 6 bank/credit card account reconciliations
- Everything in Essential package
- Target setting and reporting
- Monthly business coaching
- Quarterly financial reviews
### Enterprise Package
- Up to 400 monthly transactions
- 8+ bank/credit card account reconciliations
- Everything in Professional package
- Bi-weekly business coaching
- Monthly performance reviews
- Quarterly KPI analysis
- Priority support
## Industries We Serve
- Professional services
- Contractors and trades
- Retail businesses
- Restaurants and hospitality
- Healthcare practices
- Real estate professionals
- E-commerce businesses
- Consultants and freelancers
## Service Area
Primary: Edmonton, Alberta
Secondary: All of Alberta, Canada
We provide remote bookkeeping services nationwide across Canada
## Key Benefits
1. **Save Time**: Free up 10-15 hours monthly to focus on growing your business
2. **Stay Compliant**: Always be ready for tax season with organized, accurate books
3. **Make Better Decisions**: Get clear financial insights through regular reporting
4. **Scale Efficiently**: Our services grow with your business needs
5. **Expert Support**: Access to experienced bookkeepers and financial advisors
## Frequently Asked Questions
### What makes Upscale Financial different from other bookkeeping services?
We combine personalized service with modern technology, focusing exclusively on small businesses in the $100K-$3M revenue range. Our deep understanding of this market segment, combined with our commitment to honesty, integrity, and dependability, ensures you get exactly the support you need.
### How does remote bookkeeping work?
We use secure cloud-based systems (primarily QuickBooks Online) to access your financial data. You provide us with bank statements, receipts, and invoices electronically. We handle all the data entry, categorization, and reporting, then meet with you virtually to review results.
### What accounting software do you use?
We specialize in QuickBooks Online, which integrates seamlessly with Canadian banking and tax systems. We can also work with QuickBooks Desktop if you prefer, and we help with migrations from other platforms.
### How quickly can I get started?
Most clients are fully onboarded within 5-7 business days. We start with a consultation to understand your needs, then set up your systems and begin regular monthly services immediately.
### Do you help with taxes?
While we don't file taxes directly, we ensure your books are perfectly organized for tax season. We provide all necessary reports and can work directly with your accountant or refer you to trusted tax professionals.
### What if I'm behind on my bookkeeping?
We offer catch-up bookkeeping services to bring your records current. Once caught up, we transition you to regular monthly services to keep you on track.
### How do you ensure data security?
We use bank-level encryption for all data transfers, secure cloud storage, and follow strict confidentiality protocols. All team members sign NDAs and undergo security training.
### Can you help me understand my financial reports?
Absolutely! Each package includes time to review your reports together. We explain what the numbers mean and help you identify opportunities for improvement.
### What size businesses do you work with?
We specialize in businesses with annual revenues between $100,000 and $3 million, typically with 1-10 employees. This focus allows us to provide specialized expertise for your specific needs.
### Do you offer custom packages?
Yes, we can create custom solutions for businesses with unique needs. Contact us to discuss your specific requirements.
## Why Accurate Bookkeeping Matters
- **Tax Compliance**: Avoid penalties and maximize deductions with organized records
- **Cash Flow Management**: Understand exactly where your money goes
- **Growth Planning**: Make informed decisions based on accurate financial data
- **Investor Ready**: Have professional financials ready for loans or investments
- **Peace of Mind**: Sleep better knowing your finances are in expert hands
## Our Process
1. **Initial Consultation**: Understand your business and bookkeeping needs
2. **System Setup**: Configure QuickBooks and establish workflows
3. **Data Migration**: Import historical data if needed
4. **Monthly Services**: Regular bookkeeping and reporting
5. **Ongoing Support**: Continuous guidance and optimization
## Contact Information
Website: https://www.upscalefinancial.ca
Location: Edmonton, Alberta, Canada
Service Type: Remote/Virtual
Target Market: Canadian small businesses
## Core Values
- **Honesty**: Transparent communication and pricing
- **Integrity**: Ethical practices and confidentiality
- **Dependability**: Consistent, reliable service delivery
- **Expertise**: Specialized knowledge for small business needs
- **Partnership**: We're invested in your success
## Client Success Metrics
- 98% client retention rate
- 10-15 hours saved monthly per client
- 100% tax-ready financial records
- 30% average improvement in cash flow visibility
- 5-star average client satisfaction
## Technology Stack
- QuickBooks Online/Desktop
- Secure cloud storage
- Bank-level encryption
- Automated bank feeds
- Digital receipt capture
- Video conferencing tools
## Certifications & Qualifications
- QuickBooks ProAdvisor certified
- Bachelor of Commerce (BCom)
- Ongoing professional development
- Member of professional bookkeeping associations
## When to Hire a Bookkeeper
You should consider professional bookkeeping services if:
- You're spending more than 5 hours monthly on bookkeeping
- Your business revenue exceeds $100,000 annually
- You're unsure about tax compliance
- You need better financial visibility
- You want to focus on growing your business
- You're preparing for loans or investments
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Last Updated: June 2025
URL: https://www.upscalefinancial.ca/llm.txt
