Upsourced

Accounting and Financial Services for Creative Agenciesupsourcedaccounting.com

Upsourced is a private professional services firm providing fractional CFO, accounting, tax, and M&A advisory exclusively to U.S. creative agencies. With ~37 staff across three offices, it delivers subscription-based outsourced finance functions using third-party SaaS platforms.

Company typePrivate
Founded2012
HeadquartersColumbus, United States
Headcount11–50
GTM typeB2B
OfferingServices

What Upsourced does

Upsourced (legal name Upsourced Accounting) is a private, partner-owned professional services firm founded in 2012 and headquartered in Columbus, Ohio, that delivers outsourced CFO services, financial strategy, accounting, tax planning, and mergers-and-acquisitions advisory exclusively to U.S. creative agencies. Its client base spans design studios, ad agencies, brand strategy firms, public relations firms, and digital experience shops, with documented engagements including Porto Rocha (New York), Funsize (Austin), Alright Studio (Brooklyn), Dunn&Co. (Tampa), Historic (Las Vegas/Phoenix), and Slide Nine (Columbus), typically mid-market firms of 10 to 50 employees. The firm positions itself as an embedded extension of each client's leadership team rather than a transactional vendor.

Upsourced firmographics

Firmographics

Name: Upsourced
Legal name: Upsourced Accounting
Website: https://upsourcedaccounting.com
Company type: Private
Founded year: 2012
Operating status: Operating
Headcount range: 11–50 employees
Short description: Upsourced is a private professional services firm providing fractional CFO, accounting, tax, and M&A advisory exclusively to U.S. creative agencies. With ~37 staff across three offices, it delivers subscription-based outsourced finance functions using third-party SaaS platforms.
Ownership category
akta.pro rank

Upsourced industry classification

Industry

Product category: Accounting and Financial Services for Creative Agencies
NAICS: Office Administrative Services (5611)
akta.pro primary industry: Outsourced Finance & CFO Services (BPAHABAE)
akta.pro secondary industries: Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ), Accounts Payable (Invoice Processing, 2/3-Way Match, Vendor Payments) (BPAAAGAA)

Keywords

Creative agency accounting
Fractional CFO services
Financial strategy consulting
Bookkeeping services
Tax planning services

Where Upsourced is headquartered

Location

Headquarters

HQ city: Columbus
HQ country: United States
HQ region: North America

Offices3 records

Markets served

Upsourced business model

Business model

GTM type: B2B
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

Professional Accounting Services: Ongoing accounting and financial services delivered as a dedicated extension of the client's team, providing CFO-level guidance, bookkeeping, tax planning, and strategic advisory services to creative agencies

Pricing tiers

Model	Billing	Price
Other	Monthly	Custom pricing based on client needs and scope of services

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Upsourced product offering

Product offering

Core offering

Upsourced provides outsourced accounting and fractional CFO services exclusively to creative agencies, functioning as an extension of each client's finance team. The firm delivers five integrated service lines: CFO Services (fractional CFO leadership and exit planning), Financial Strategy (KPI dashboards, forecasting, peer benchmarking), Accounting (bookkeeping, invoicing, payroll), Tax Services (planning and compliance), and Mergers and Acquisitions advisory.

Product overview

Upsourced is a professional services firm that provides a unified suite of financial and accounting services specifically designed for creative agencies. The offering combines five integrated service lines: CFO Services (fractional CFO leadership), Financial Strategy (reporting, forecasting, and benchmarking), Accounting (bookkeeping, invoicing, payroll), Tax Services (planning and compliance), and Mergers and Acquisitions advisory. These services work together as a cohesive financial partnership, where Upsourced functions as an extension of each client's team to deliver strategic guidance, operational support, and day-to-day accounting execution.

Differentiator

Problem solved

Functional benefit

Products and services

CFO Services
Financial Strategy
Accounting
Tax Services
Mergers and Acquisitions

Quantifiable outcome

Decreased past-due invoice balance by seven figures in nine months for Funsize agency
+2 more outcomes

Companies that use Upsourced

Customer profile

Named customers6 records

Segments1 record

Ideal customer profiles1 record

Upsourced technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Integration5 records

Feature1 record

Upsourced partnerships and signals

Strategic signal

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Upsourced competitors and assessment

Company assessment

Broad incumbents

1-800Accountant: 1-800Accountant is a national outsourced accounting, tax, and advisory firm serving SMBs across many verticals. It competes with Upsourced for outsourced accounting and tax services but without Upsourced's creative agency specialization.
Kruze Consulting: Kruze Consulting is a leading fractional CFO and accounting firm focused primarily on venture-backed startups. While it serves a different vertical (VC-backed startups vs. creative agencies), it is comparable in offering outsourced CFO/bookkeeping/tax services at similar price points.
Pilot.com: Pilot is a tech-enabled outsourced bookkeeping firm for startups and SMBs. It represents a scaled, venture-backed incumbent offering similar outsourced accounting services with greater technology automation than Upsourced.
Bench (by xero): Bench provides tech-enabled bookkeeping and financial reporting for small businesses. It overlaps with Upsourced in outsourced bookkeeping but is broader in vertical coverage and significantly larger in scale.

Direct peers

Bean Ninjas: Bean Ninjas provides bookkeeping and financial management services specifically for creative agencies and studios. It is a direct competitor to Upsourced, serving the same vertical with a similar subscription model.
CFOshare: CFOshare provides fractional CFO services to growth-stage SMBs across industries. It is comparable to Upsourced in offering subscription-based CFO leadership and financial strategy.
Barefoot CFO: Barefoot CFO provides fractional CFO and outsourced accounting services to small and mid-sized businesses. It is comparable to Upsourced in service mix and target customer size, though less vertically specialized.
Bookkeeper360: Bookkeeper360 offers outsourced cloud-based bookkeeping and CFO advisory services to SMBs and agencies. It overlaps with Upsourced in serving creative and professional services firms with fractional finance support.
AccountingDepartment.com: AccountingDepartment.com provides outsourced accounting teams for small and mid-sized businesses, including agencies and professional services firms. It competes with Upsourced on outsourced bookkeeping, controller, and CFO-level engagements.

Emerging players

Finvisor: Finvisor provides fractional CFO and bookkeeping services primarily to SaaS and tech-enabled companies. It is comparable in service model but addresses a different primary vertical than Upsourced.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Upsourced financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Upsourced leadership team

Management profile

Number of profiles

Profiles4 records

Upsourced funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Upsourced M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Upsourced

What does Upsourced do?

Is Upsourced a public or private company?

Upsourced is a private company. It is classified as management employee owned and is currently operating.

When was Upsourced founded?

Upsourced was founded in 2012. It employs 11 to 50 people.

Where is Upsourced based?

Upsourced is headquartered in Columbus, United States, in the North America region.

How does Upsourced make money?

One revenue line is on record: professional Accounting Services.

Who are Upsourced's main competitors?

Broad incumbents on record are 1-800Accountant, Kruze Consulting, Pilot.com and Bench (by xero). Direct peers are Bean Ninjas, CFOshare, Barefoot CFO, Bookkeeper360 and AccountingDepartment.com. Finvisor is listed as an emerging player.

Does Upsourced have an API?

No public API is recorded for Upsourced.

What industry is Upsourced in?

Upsourced's product category is Accounting and Financial Services for Creative Agencies. Its primary akta.pro industry code is BPAHABAE, Outsourced Finance & CFO Services, with a secondary code of BPAAAGAJ, Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting). Its NAICS code is 5611.