ABOUT

a financial service firm offering commercial, advisory, accounting, tax, compliance and outsourcing services. Established in 2015, our offices are based in London and Aberdeen and we have an international client base spanning Africa, Europe, Asia and the Americas.

at Upstreamly is providing high quality financial advice without the excessive price tag. Our aim is to enable a smooth, well informed experience for all our clients, no matter the size. We are a firm regulated and a practicing member of the Institute of Chartered Accountants of England & Wales.

focuses on how we provide a personalised, tailored, quality and reliable service to our clients in a secure manner whilst contributing positively to society.

Our Mission

Our Core Strength

Upstreamly is

Our aim at Upstreamly is to:

  1. Provide cost effective quality financial advice and tax and accounting services.

  2. Provide innovative solutions using the latest enhancements in accounting and tax technology

  3. Be your reliable business partner who understands and caters for your needs.

The Team

At Upstreamly we have a brilliant team of professionals. We span several countries and languages with some of our team living in the USA and Portugal.

Find out more about our team and their expertise.

Our Values

Net Zero

We want to create a better planet and to be part of the solution. Recognising that climate change poses a threat to the economy, nature and society-at-large, Upstreamly commits to take action immediately in order to halve our greenhouse gas emissions before 2030, achieve net zero emissions before 2050 and disclose our progress on a yearly basis.

Digital Adoption

Use digitalisation as a process of innovation and to improve the efficiency and effectiveness of our service. We will do so in a secure manner by adopting the latest cyber security measures and the latest technology to best service our clients.

Trusted Business Partner

We aim to be your trusted business partner that will make every effort to understand what matters to you and your business. This will allow us to provide you with a quality, personalised, tailored, reliable and relevant solution.

Integrity

Do and speak up for what is right regardless of how difficult it is. Ethical behaviour is not just a matter of concern and media debate but of crucial importance to individuals, organisations and markets. We will act to protect your reputation and in doing so also protect our reputation.

Making A Difference

We are committed to making a difference to our clients and within our community through positive action and creating a high performance culture. We also believe in giving back to the community, so we currently offer probono services to three inspirational charities.

Services

  • We are your finance function. We offer a full comprehensive service from bookkeeping, payroll, cloud accounting, forecasting and reporting.

  • We offer pro-active and strategic tax planning and tax management services for you and your business including international tax aspects.

  • We are your Finance Director, CFO or their co-pilot. We offer a multitude of other business advisory and support services to maximise value in your business.

PROBONO WORK

PARTNERSHIPS

 If you’d like to find out any more information, please get in touch.