Our Philosophy: Measure.

Accurate and organized data provide the basis for sound financial decisions. More »

Our Philosophy: Change.

Data driven decisions help us change the things that drive the greatest improvements. More »

Our Philosophy: UpShift

The right changes enable the business to shift up and fuel growth. More »

 

Welcome to UpShift: A Note from the Founder

Being an entrepreneur can be both exciting and challenging. You have a great idea and are working your plan.

As a lifelong entrepreneur, I created UpShift Financial with the goal of empowering and enabling entrepreneurs to grow their business.

At the core of my approach is the “Measure. Change. Upshift” philosophy: What you can measure, you can change. It is this change that enables us to “upshift” the business and drive growth.

I encourage you to browse the site and contact me so that I can learn more about your business and explore opportunities for us to work together!

-Dean