Your finance team, without the hiring

Clear answers, practical support and help planning your next move, for owners who need more from finance than accounts and tax returns.

Margins, cash, forecasting and reporting in one monthly pack, built in the systems you already use.

★★★★★ ★★★★★ Rated on Google
Is this where you are?

Your business has moved forward. Has your financial support kept up?

Most owners we speak to aren't short of an accountant. They're short of someone who turns the numbers into answers and follows through.

01

Your accounts get done, but your questions don't always get clear answers.

02

You're making commitments without a clear view of what you can afford.

03

You've delegated financial work, but still spend time checking and coordinating it.

If two of these sound familiar, this is what changes when you work with us.
See who does what ↓

What we take on, and what stays with you.

No grey areas from month one.

Setup takes a few hours of your finance or admin team's time in the first fortnight. If your records need catching up first, we'll tell you on the first call.

01

The financial work we take on

Monthly reporting, cash forecasting and the analysis behind your decisions, done in your existing systems. What's included depends on your package.

02

Advice, and who follows it up

We bring the numbers, the options and a recommendation. Your named lead tracks what we agree and follows it up at the next review.

03

What stays with you

The decisions, approvals and the information we ask for. You stay in control; we make sure nothing is left hanging.

What you get, and what happens next

A report pack is the start of the conversation, not the end of it.

Every pack comes with interpretation and follow-through, so you're not left with another document to manage. Monthly on Direction and Partner, quarterly on Clarity.

After the April review · Illustrative
Agreed actions
Done
Reprice the two loss-making retainer contracts
Owner: you · by 15 May
In progress
Model the cash impact of a June hire
Owner: Upscale · by 20 May
Next review
Chase the 3 invoices over 60 days
Owner: your office manager · by 31 May
Reviewed at the start of the May call.
1
Understand what's happening

Your pack arrives within five working days of the period end, once bank feeds and invoices are up to date.

2
Discuss the options

A review conversation with your named lead. What moved, why, and what you could do about it.

3
Agree the next action

Each call ends with a short list of agreed actions, each with an owner and a date.

4
Review progress

The next review starts with those actions: done, stuck or no longer relevant.

Clients stay because the work
keeps paying for itself.

The value isn't the reporting.
It's knowing which numbers matter this month.

Working with Nina and the Upscale team has changed how I make decisions, both for Humanly and for my own financial future. Our planning sessions gave me a clear picture of what the business needs to earn to break even and to grow profitably, and helped me turn our annual plan into practical decisions about how I run it day to day. Nina also improved our administrative processes and helped me make confident choices on areas such as pension contributions. I now lead with the numbers, not gut feel.

We run an international architecture practice across the UK, Europe and Southern Africa. Nina and the Upscale team have been invaluable, supporting us with cross-border tax, invoicing and payroll. Knowledgeable, responsive and genuinely invested in our business, they are a true finance partner.

Upscale has supported us through several key stages of our business, often going well beyond what we expected. Their practical advice and proactive approach make running the business easier, which is why we have confidently recommended them to our own clients.

Pricing

Three levels. One flat monthly fee.

Each level takes on more of the work, and more of the responsibility for following it through.

Clarity
From £595
per month

You finally understand what your numbers are telling you.

Each quarter

A written finance review with commentary, a live dashboard of your core numbers, and a review call.

Your named lead handles

Explaining what the numbers mean and what needs attention.

Makes sense when

Your accounts get done, but they don't answer your questions.

Direction
From £1,250
per month

Numbers that arrive before the decision, not after it.

Each month

Everything in Clarity, plus a cash forecast and budget against actual.

Your named lead handles

Flagging decisions before you make them and costing the options.

Makes sense when

You're planning hires, pricing changes or investment.

Partner
From £1,950
per month

Someone accountable for the finance function, not just the reporting.

Each month

Everything in Direction, plus scenario planning and your operating data connected into one live view.

Your named lead handles

Responsibility for the finance function, and senior input on your key decisions.

Makes sense when

Finance has become a management job you shouldn't be doing.

All levels: no new systems, no long tie-in, one named lead.
Compare what's included ›
Our approach

What we focus on.

Five things a growing business needs from finance. Clarity covers the first two, Direction adds the next two, and Partner covers all five.

01

Reliable numbers

Confidence · Clarity

+
Numbers you can trust
Errors caught early
Month-end without the scramble
02

Cash visibility

Foresight · Clarity

+
Cash pressure seen weeks ahead
Hiring timed, not rushed
Plans you can test before committing
03

Understanding profitability

Performance · Direction

+
Know which work genuinely pays
Margin leaks made visible
See how you compare with your industry
04

Support with decisions

Strategy · Direction

+
Big decisions properly costed
Growth planned, not chased
Finance-director thinking at the table
05

Systems that support the business

Infrastructure · Partner

+
Systems that talk to each other
Reporting without the manual work
A finance stack that holds at 3x your size

Questions people ask first.

Before you book a call.

Do you work alongside my existing accountant?

Yes. Your accountant can keep your year-end and tax work. We handle the monthly finance work and advice, and speak to them directly when needed.

Can you take over financial work as well as advise?

Yes, within your package. The section above sets out what we take on and what stays with you.

What if my records aren't ready?

We'll look at them on the first call and tell you what needs catching up before monthly work starts, and what that costs.

What will you need from me?

Read-only access to your systems and the information we request. Then one conversation a quarter at Clarity, and a regular working rhythm at Direction and Partner.

Who will I work with?

Nina Baikoro, your named lead from the first call onwards.

How do we decide which package fits?

We'll recommend one at the end of the first call, based on what you need answered. You can move between levels later.

A 30-minute call about your current finance setup.

With Nina Baikoro, founder and your named lead. We'll talk through how your finance works today, the questions you need answered, and whether Upscale is the right fit. No preparation needed.

Book a 30-minute call

Prefer to write first? Use our contact form.

Where finance breaks depends on how you make money

Different businesses hit different walls. Where the finance function strains depends on how you make money — recurring contracts, project fees, stock, or seats.

Book a strategy call
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Recurring contracts, project fees, stock or seats. Each one strains the finance function somewhere else.
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E-commerce and product
Revenue is the easy number. Profit hides in landed cost, payment fees, returns and discounting, all of it applied after the sale is booked. We show you contribution by SKU and channel, and what your stock is costing you in cash.
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Software and SaaS
Technology businesses live by metrics. Founders and leadership teams need reporting that shows growth, runway and performance clearly: the kind that drives both operational decisions and investor conversations.
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Managed IT and Cybersecurity
You can report SLA performance to the percentage point. Margin by agreement is harder. We separate recurring from project revenue, load the true cost to serve, and show which contracts are actually paying.
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Architecture, Design & Engineering
Fee is agreed at the start; profitability is decided over the following months. We track recoverability against time spent, profit by project and the cash timing of stage payments, while there's still room to act.
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