Keith Upkes

About Keith Upkes

I am a Business Coach and Advisory CFO for mid-sized firms with over 30 years of experience in business and financial management. My journey began in 2003 as a fractional CFO consulting organization. It converted to business coaching in 2005 when I recognized that the companies I was working with needed more than just financial insight– they needed coaching to unlock their full potential. I use the Metronomics and Scaling Up systems to develop long-term, near-term, and short-term strategic plans and execution systems. Starting small, I have grown from working with a single client in Vancouver, WA, to working with hundreds of high-growth companies across the United States, Canada, and Mexico. My differentiated approach to coaching, using the Metronomics framework, is a fun and engaging collaborative process incorporating a high-accountability system. My coaching philosophy is centered on the belief that effective leadership is about building Transparent, Cohesive, and Aligned teams. The teams that embrace these values create not only better businesses but better lives. My dynamic combination of Business Coaching and Financial Expertise ensures high-value planning sessions for my clients. I help companies achieve high efficiency, resulting in higher profitability, better cash flow, and increased opportunities to serve their communities. As a financial Thought Leader and Speaker, I have presented educational workshops to the local entrepreneurial community. I have held business leadership and financial management positions spanning over 30 years and have consistently delivered high results for mid-sized firms. I listen carefully to a client\'s story, identifying what keeps them up at night and what keeps them away from their families and their free time. Then, I ask the right questions to find the correct answer. I have worked tirelessly in business management for over 30 years and have seen many different scenarios. This means I have plenty of stories to draw from to find the right path for each client.Sticky notes are my favorite tool— they represent my coaching style: flexible, colorful, creative, and collaborative. You\'ll often see me handing out stacks of sticky notes in meetings and workshops. They\'re a reminder that great ideas can come from anyone and anywhere— and that sometimes, the most powerful solutions are the simplest. I\'m here to help you and your team dream with courage, grow with confidence, and shine with clarity. If that resonates with where you\'re headed, let\'s talk. I\'d love to hear your story and explore what\'s possible.

Experience

1. Strategic Growth Partner

   Level Upkes

   May 2011 — Present · US

   Strategic advisor to CEOs and leadership teams scaling from $10M to $100M+ in revenue.I work with growth-stage companies to bring clarity, alignment, and disciplined execution to the leadership team so businesses scale intentionally, not chaotically.Areas of focus include:• Strategic growth planning and long-range value creation• Leadership team alignment and accountability systems• Execution rhythm and operating cadence• Financial visibility and decision-making discipline• Strategic planning retreats and leadership offsitesMy background as a former CFO allows me to bridge strategy and financial reality, helping leadership teams make smarter decisions and build companies that scale profitably and sustainably.

Skills

• Program Management
• Accounting
• Business Coaching
• Team Building
• Management
• Strategic Planning Facilitation
• Strategic Leadership
• Training
• Business Development
• Workshop Facilitation
• Small Business
• Outsourcing
• Leadership
• Personal Development
• Entrepreneurship
• Strategic Planning
• Financial Reporting
• Strategic Consulting
• Management Consulting
• Accountability
• Leadership Development
• Team Leadership
• Public Speaking
• Change Management
• Growth Strategies
• Key Performance Indicators
• Business Strategy
• Part-Time CFO Services
• Strategy
• Coaching
• Organizational Development
• Executive Development
• Executive Management
• Business Planning
• Finance
• Executive Coaching