Numbers Up

Accounting Company in Westerville, OH

Tax preparation service in Westerville, OH (show on map)

5.0

★★★★★

3 reviews

Accounting Company in Westerville, OH providing accounting solutions to help businesses grow.

Call (614) 915-3870

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About

Numbers Up, LLC was founded over 16 years ago and has extensive experience in finance, accounting, and business advisory services. They serve small and large businesses across North America, specializing in tax preparation, accounting, business advisory, M&A consulting, and back office services.

The team includes experienced professionals such as President Jim Dolin and Controller Ryan Caltrider, who provide world-class financial expertise to help clients achieve their business goals.

World-class financial expertise

Comprehensive preparation for business sale or acquisition

Tailored insurance and benefit plans

Streamlined billing and payment reporting

Services

Tax Preparation Services

Small business tax preparation and filing services, including IRS records, audits, employee benefit strategies, sales tax, tax planning, and state & local tax.

Maximizing tax credits and incentives Monitoring federal and state tax law changes Comprehensive reviews of state and local tax landscape Identifying deductions, credits, and refund opportunities

Accounting Services

Full-service accounting solutions including general ledger management, financial reporting, payroll, and bookkeeping.

Detailed-oriented Accounts Payable Extensive accounting experience across multiple industries Implementation of accounting procedures and controls Financial statement support and reconciliations

Business Advisory Services

Strategic consulting to help businesses grow, including scalability assessments, exit strategy planning, and joint venture assistance.

Scalability Assessments Exit Strategy Planning Joint Venture and Strategic Partnerships M& A Due Diligence

Mergers and Acquisitions (M & A) Consulting

Consulting services focused on preparing businesses for sale or acquisition, including due diligence, scalability assessments, and strategic partnership assistance.

Short-term consulting projects with defined deliverables Recurring CFO and Controller level assignments Comprehensive M&A due diligence Joint venture and strategic partnership facilitation

Back Office Services

Support services including record retention, audit support, insurance, and employee benefit renewals.

Record Retention & Management Audit Support General Business Insurance Employee Benefit Renewals & Negotiations

Credentials & Certifications

Over 16 years of experience in finance and accounting

Since 2009

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What tax credits and incentives does Numbers Up help clients maximize? +

Numbers Up professionals are well-versed in the many tax credits and incentives available, monitoring changing federal and state tax law to ensure clients maximize every opportunity the tax code allows.

How does Numbers Up assist with M&A transactions? +

Numbers Up provides M&A consulting services including scalability assessments, exit strategy planning, joint venture assistance, and thorough due diligence to identify key drivers and mitigate risks.

What industries do Numbers Up serve? +

Numbers Up serves a broad array of industries including technology, construction, home services, manufacturing, and distribution across North America.

What is the benefit of Numbers Up's disciplined financial approach? +

Numbers Up's disciplined financial approach allows clients to see the future based on today's results, providing sophisticated financial management that can improve loan terms and business growth.