About UpFirm
Expert advice for everyday businesses.
Big companies have consultants and IT teams to find their automation wins. Small firms have evenings and good intentions. UpFirm brings the same kind of analysis to small firms, at a fixed price and on your schedule.
The gap we fill
Small firms are told AI and automation will change everything. Few have the time to work out what that means for them, and a consultant can cost more than the problem. So most firms keep doing the same manual work, week after week. UpFirm turns your own numbers into a clear, ranked plan: what to fix first, who on your team does it, and what it's worth.
How we work
Free fixes first.
Every report starts with changes that cost nothing, often in software you already pay for.
Vendor-neutral.
We don't sell software. If we ever earn referral fees, we'll tell you clearly.
Numbers you can check.
Every estimate shows its math using your own inputs.
Private by design.
We never log in to your systems and never ask for client files.
How we use AI (and how we don't)
Tested code calculates every number in your report. AI helps write the explanations and step-by-step instructions, using the software and team you told us about. Then a person reviews every report before it's sent. AI never decides your numbers, never picks tools we haven't checked, and never sends anything on its own.
Who's behind UpFirm
UpFirm was started by an operations and systems leader with more than 15 years of experience, from the Fortune 500 to start-ups, building the processes, data tools and automation that help teams do more with less. Our background includes leading business systems and process improvements across Tesla's global network of service centers, building analytics and automation for venture-backed start-ups, helping start and run a small business, and advising other small businesses on their operations. We started out as teachers, which is why every step in your plan is written in plain language your whole team can follow. We built UpFirm so small firms can get that kind of expertise at a price and pace that fits a small business.
See where your firm's week is going.
Free, about 3 minutes, and you keep the three fixes either way.