Book a Call

Pick a time that works for you. You'll get a calendar invite with a Google Meet link.

Not ready to book yet? Email hello@upstreamcfo.com. I usually reply within one business day.

What to Expect

  • A 30-minute introductory call
  • A conversation about your finance team, reporting, and current use of AI
  • No formal presentation or sales pitch
  • Bring a problem you're working through and we'll talk about what I'd do next