Our Core Services to
Streamline Your Business

LiftUp.Finance offers a comprehensive suite of financial solutions. With a focus on both strategic planning and operational excellence, our services are designed to ensure financial clarity, optimize resources, and drive sustainable growth.

A person placing a piece of wood into a pyramid
A person placing a piece of wood into a pyramid

Secure funding with investor-ready business plans, compelling pitch decks, and expert guidance throughout the fundraising process.

Financial Review & Analysis

Gain actionable insights with a comprehensive review of your financial health to identify strengths, weaknesses, and opportunities.

turned on black and grey laptop computer
turned on black and grey laptop computer
A man holding a remote control in front of a computer
A man holding a remote control in front of a computer

Projections of future inflows and outflows, enabling data-driven capital allocation and strategic growth planning.

KPI Dashboards

Gain actionable insights with a comprehensive review of your financial health to identify strengths, weaknesses, and opportunities.

Monitor progress with real-time, customized dashboards that visualize trends, measure performance, and drive growth.

laptop computer on glass-top table
laptop computer on glass-top table
a tablet with a screen
a tablet with a screen
person in black suit jacket holding white tablet computer
person in black suit jacket holding white tablet computer
person writing bucket list on book
person writing bucket list on book
a person holding a piece of paper over a laptop
a person holding a piece of paper over a laptop
A person sitting at a table with a tablet
A person sitting at a table with a tablet
Budgeting & Projections

Develop accurate budgets and forward-looking forecasts to guide your financial planning and align with long-term business goals.

Post Funding Diligence
Cash Flow Analysis
Financial Modeling

Ensure capital is effectively utilized with thorough assessments of financial and operational metrics.

Customized financial models provide actionable insights for your business to drive data-informed strategic decisions.

Optimize liquidity with our detailed evaluation of inflows and outflows, ensuring healthy cash flow to meet obligations & drive sustainable growth.

Financial Reporting
Financial Forecasting
Fundraising Support

Ready to Elevate Your Business?

📩 Contact us today to learn how our services can transform your financial strategy and drive success.

Flexible Solutions for Your Business Needs

In addition to our core services, we offer flexible financial leadership options tailored to meet your short-term and project-specific needs
Interim CFO Roles

Our interim CFOs bring extensive experience and adaptability to help you navigate critical business milestones, including:

  • Bridging Leadership Gaps: Seamless transitions when your organization is between CFO hires.

  • Guiding Through Transitions: Support during mergers, acquisitions, or leadership restructuring.

  • Crisis Management: Expert financial guidance to stabilize operations during challenging times.

  • Strategic Advisory: Developing financial strategies for scaling, fundraising, or organizational shifts.

people on conference table looking at talking woman
people on conference table looking at talking woman
Project-Based Solutions

Our project-based services provide specialized financial expertise for unique business challenges, including:

  • Real Estate Projects: Comprehensive financial oversight for property acquisitions, development, and sales.

  • Project Controlling: Monitor budgets, costs, and progress to ensure financial accountability and success.

  • Project Management: End-to-end financial planning and execution for strategic initiatives.

We deliver tailored solutions to ensure your projects are financially sound and aligned with your goals.

low angle photography of cranes on top of building
low angle photography of cranes on top of building

Need a CFO for a Project or a Transition?

📩 Contact us today to learn how our interim CFO and specialized roles can help your business navigate transitions and achieve success.