For small bookkeeping and accounting firms
Level up on your competition in the age of AI.
Expert advice for everyday firms. UpFirm finds the hours your team loses to chasing clients, data entry and admin, and shows you exactly how to win them back, often with software you already pay for.
Free · About 3 minutes · 3 free fixes instantly · No logins or client files
A fraction of a consultant's price.
One fixed price: $499. No hourly billing, no retainer, no sales calls.
A fraction of the time of doing it yourself.
About 20 minutes of your time. Your plan arrives in 3 business days.
Expert advice for everyday firms.
Built for bookkeepers, written for your software, and checked by a person before you see it.
The work you can't bill for
- You send the same "just following up" email three times to get one bank statement.
- Receipts arrive as blurry photos, paper, and forwarded emails.
- Clients ask "where are my books?" because they can't see the status.
- Invoices go out late, and chasing payment feels awkward.
You became a bookkeeper to do the books, not to chase people.
Three ways to fix it
| Do it yourself | Hire a consultant | UpFirm | |
|---|---|---|---|
| Cost to start | Free, plus your evenings | Hourly or project fees | $0 Snapshot, then $499 fixed |
| Your time | Weeks of research and trial | Interviews and meetings | About 20 minutes of questions |
| Time to a plan | Whenever you finish | Depends on their schedule | 3 business days |
| Written for your software | If you find the right guides | Usually | Yes, named in every step |
| Vendor-neutral | Depends on what you read | Some resell or partner with tools | Yes. We don't sell software |
| Help with bigger fixes | On your own | Usually billed by the hour | Optional Fix Packs from $400 |
Three steps. About 20 minutes of your time.
Take the free Snapshot.
About 3 minutes. Get your time-leak score and three free fixes on the spot.
Complete the assessment.
About 15 minutes. Your Snapshot answers carry over. No logins, no client names or files.
Get your plan in 3 business days.
A ranked, dollar-quantified plan, a live tracker and an Excel workbook.
See what you get
Your report opens with the answer and the numbers behind it.
Every fix has step-by-step instructions for your software.
A live tracker your team updates as you go.
Screens from a sample report. Your numbers come from your own answers.
Start free. Go deeper when you're ready.
Free Snapshot
$0
- Time-leak score out of 100
- Three free fixes for your software, each with an owner
- Results on screen and by email
Premium Assessment
$499 one-time
- Every time leak in hours and dollars
- Ranked fixes with step-by-step instructions
- 30/60/90-day roadmap and OKRs
- Live tracker and Excel workbook
- Delivered in 3 business days, reviewed by a person
Fix Packs
from $400
- We set up the bigger fixes
- Fixed price per fix, or $2,500 for all of them
- Never required to benefit from your report
Monthly plan: $149 per month (coming soon).
No logins.
We never ask for access to your software.
No client files.
Answers about your firm only. No client data.
No sales calls.
Everything happens online, on your schedule.
A person checks every report.
Nothing is sent until it's reviewed and approved.
How is this different from asking ChatGPT?
A chatbot gives general advice. UpFirm calculates your hours and dollars from your own answers with tested formulas, recommends only tools we've checked, writes every step for the software you use, and a person reviews the report before you see it.
We're not technical. Is this for us?
Yes. Every fix says who on your team should do it, how long it takes and whether it costs anything. Most start with features you already pay for.
Do you need access to our accounting software or client files?
No. The report is based on your intake answers and your public website only.
Do you collect client or financial information?
No. Please don't include client names, account numbers, or financial data in the intake.
Who writes the report?
Our system drafts it using your answers and a vetted catalog of tools. A person reviews every report before it's sent.
Will you try to sell us software or services?
We never sell software, and every report starts with free fixes you can do yourself. If you want help with bigger fixes, we offer optional fixed-price Fix Packs; you'll never need them to benefit from the report. If we ever earn referral fees, we'll disclose it clearly.
When should we do this?
Any time outside your busiest weeks. The roadmap schedules bigger changes for quieter periods.
Is this accounting, tax, legal, or financial advice?
No. The report covers operations and workflow only.
Find out where your firm's week is going.
Free, about 3 minutes, and you keep the three fixes either way.