UpStart CFO, LLC Employee Directory

Financial ServicesTexas, United States2-10 Employees

UpStart CFO, LLC provides outsourced CFO and advisory services for emerging businesses that need qualified financial leadership without a full-time hire. It aims to relieve senior management from trying to fill the void themselves or managing inexperienced internal resources, which can constrain growth. The firm offers a spectrum of support, from high-level financial leadership to hands-on accounting oversight and project-based work.

Based in Dallas, Texas, UpStart CFO serves emerging businesses that require flexible, non-full-time financial leadership. Its services include merger and acquisition assistance, due diligence, interim SEC reporting and compliance, accounting department supervision and close optimization, financial modeling, operating and financial forecasting, and budget preparation and monitoring. The organization operates with a small professional team and focuses on delivering tailored advisory solutions rather than ongoing full-time staffing.

Find UpStart CFO, LLC employees' phone numbers or email addresses

UpStart CFO, LLC Global Highlights

Location
Employees

North America
1

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  • United States Of America
    1

UpStart CFO, LLC's Leadership

  • Stylized image of a person
    J. M.
    Managing Partner
    Phone icon

UpStart CFO, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from UpStart CFO, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. M.
    Managing Partner
    Phone icon
    Jun 03, 2026

Frequently Asked Questions

What is UpStart CFO, LLC known for?

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UpStart CFO, LLC was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in Dallas, Texas United States. Explore UpStart CFO, LLC's company overview page for more information.

What is UpStart CFO, LLC's most common email format?

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UpStart CFO, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more UpStart CFO, LLC email formats with LeadIQ.

How many employees does UpStart CFO, LLC have currently?

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UpStart CFO, LLC has approximately 2 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are UpStart CFO, LLC's key employees and leadership?

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As of December 2025, UpStart CFO, LLC's key employees include:

  • Managing Partner: J. M.

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