Operational Advising at Upside CFO

Client

Upside CFO

Location

Austin, TX

Sector

Finance

The Challenge

Upside CFO is a growing financial services firm supporting businesses with fractional CFO leadership. As the founder’s vision expanded, so did the complexity – without the structure to match it.
With big ideas and a fast-moving founder, Upside CFO was full of potential-but struggling to turn that potential into predictable performance. The organization faced:

Vision without execution, creating internal chaos
A lack of confidence and clarity around business direction
Goals being missed or undefined
Unclear roles and responsibilities across the team
A need for operational structure and a solid strategic foundation

Our Approach

Motus9 worked closely with Upside CFO to bring clarity, discipline, and direction. We:

Analyzed the business’s current operations to design a tailored strategic plan
Helped the team prioritize what matters – and what doesn’t
Implemented operational tools and best practices to create order and focus
Built an accountability structure that ensured follow-through
Developed a strategy to grow revenue and reduce risk in tandem

The Impact

Today, Upside CFO is running with clarity, confidence, and momentum:

On track to double revenue this year
Clear structure and strategy across the organization
Cross-functional alignment and collaboration
Removed the “guilt complex” of leadership – replacing chaos with clarity
A long-term, sustainable growth strategy built for scale

Let’s talk about how Motus9’s operational advising and leadership support can help you build the structure your business deserves.

Operational Advising at Upside CFO

The Challenge

Our Approach

The Impact

Ready to align your team, clarify your mission, and lead with purpose?