Upgrade Your Business


We provide consulting and financial assistance for small and medium enterprises

Welcome to UpFin – Consulting and Finance


Check below how we can help your company to grow.




Based in Portugal we are financial enthusiasts and problem solvers that can help your company to grow faster.

Focus on efficiancy and lean management UpFin is looking forward to help you to find the perfect solution for your business  problems.

Talk with us!

Services

Business Plan Development

Do you have a business idea?

We can put it on paper.
Market research, financial analysis and forecast and documents preparation for fundraising processes.

Budgeting and Financial Control

Do you need expertise in budgeting and financial control for your project?

We can keep your plan on the financial track. Budgeting development and financial control for your investments, helping your company to save money. 

Financial Analysis and Audit

Is your company facing some liquidity problems?

We can tell you where is the problem. Deep analysis on company financial statments and accounting procedures to a lean financial process.

Financial Modeling and Forecast

Do you want to make a financial investment?

We can tell you if it is a good investment.
Financial modeling and forecast for all types of investment and according to the most suited financial models.

Tax Compliance

Do you want to improve your results and save money?

Do you want to improve your results and save money? We can tell you how is the best way to do it.
Tax analysis on annual accounts for tax optimization purposes.

Business Consulting

Do you want to improve efficiency in business processes?

 We can find you the best solution.
Business analysis and digital transformation on SME.