Our Work
At HigherUp CFO Services, we take a personalized approach to every small business we support, tailoring financial strategies to meet their unique challenges and goals. Our work spans financial transformations, cost optimization, and cash flow forecasting, all designed to strengthen financial health and operational efficiency. We focus on improving risk management, refining financial processes, and creating a solid foundation for long-term stability and growth. Through strategic guidance and hands-on solutions, we empower businesses to navigate financial complexities and achieve lasting success.
01
Overcoming The Cash Crunch for a General Contractor
He is constantly worried about making payroll for his subcontractors and employees, and finds himself in the exhausting cycle of "robbing Peter to pay Paul" just to keep the business afloat. John sought my help as a fractional CFO to address these issues and stabilize his cash flow.
02
Turning Around a Wholesale
Distributor
The business had no financial management practices, leading to negative cash flow and the use of personal credit cards by the owner.
03
The Breakthrough
Journey to Growth at a Local
Entertainment Venue
With increasing demand, Sarah was unsure how to scale her business sustainably. She needed guidance on how to manage resources, optimize operations, and plan for future growth.
04
Avoiding Bankruptcy for a Gourmet Caterer
By 2024, the gourmet caterer was heading towards bankruptcy. The business was unable to cover its expenses, and Michael was overwhelmed by the financial challenges. Desperate to save his business, he decided to seek help from HigherUp CFO Services.
05
Recipe for Profits: How a Restaurant Cooked Up Higher Earnings and Success
A family-run restaurant that has been a local favorite for years. However, recently, the restaurant has been struggling with low profits. Despite having a steady stream of customers, Emma was unsure how to increase profitability and was ready to "throw in the towel."
06
Overcoming the Tsunami of Rapid Growth at a Small Fintech Company
By 2024, FinTech Innovations experienced explosive growth. Their customized POS systems became highly sought after, leading to a surge in demand. However, this rapid expansion brought several challenges.
07
Reviving a Local Specialty
Manufacturer
A small, locally owned specialty manufacturer faced severe cash flow issues due to poor collections and delayed supplier payments, leading to production delays, quality concerns, and declining sales. Our intervention stabilized their finances, streamlined operations, and restored growth.
08
Mastering Inventory Management & Cash Flow Issues for a Seasonal Retailer
Despite having a successful peak season, Amy’s business struggles with cash flow during the off-season due to mismanaged inventory. Excess stock ties up capital, while stockouts during peak times lead to missed sales opportunities. Amy sought my help as a fractional CFO and COO to address these challenges and stabilize her cash flow year-round.
09
How a Physician Transformed His Practice
As the practice expanded, so did its financial complexity. His focus needed to remain on his patients—not spreadsheets and financial reports. He knew it was time to bring in professional support.