Upside CFO logo

Upside CFO Employee Directory

Financial ServicesTexas, United States2-10 Employees

Upside CFO is a financial services firm based in Austin, Texas, that provides outsourced CFO services along with tax and bookkeeping support. The company leverages decades of combined experience to help businesses navigate financial strategy, streamline accounting, and develop tax plans aimed at preserving and growing wealth without requiring the scale of larger corporations. By integrating with a client’s finance team, Upside CFO offers direction, consultation, and gap-filling expertise to support ongoing growth.

Serving small to mid-sized businesses, Upside CFO targets organizations seeking strategic financial leadership without in-house resources at corporate scale. The firm positions itself as a full-service partner that translates specialized knowledge into practical guidance, focusing on sustainable financial management and value creation. The information available indicates a regional operation with a concise team and a client-focused service model.

Find Upside CFO employees' phone numbers or email addresses

Upside CFO Global Highlights

Location
Employees

North America
7

Minus sign iconPlus sign icon
  • United States Of America
    6
  • Trinidad And Tobago
    1

Upside CFO's Leadership

  • Stylized image of a person
    O. M. K.
    Financial Analyst

Upside CFO Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Banking
  • Business
  • Consultant
  • Finance
  • Other
  • Business Development

Contact profiles from Upside CFO

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    O. M. K.
    Financial Analyst
    Trinidad and Tobago
    Jun 29, 2026

Frequently Asked Questions

What is Upside CFO known for?

Minus sign iconPlus sign icon
Upside CFO operates in the Financial Services industry. Explore Upside CFO's company overview page for more information.

What is Upside CFO's most common email format?

Minus sign iconPlus sign icon
Upside CFO employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Upside CFO email formats with LeadIQ.

How many employees does Upside CFO have currently?

Minus sign iconPlus sign icon
Upside CFO has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Upside CFO's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Upside CFO's key employees include:

  • Financial Analyst: O. M. K.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.