ABOUT
KEITH UPKES
USA, CANADA, MEXICO
Keith Upkes is a Business Coach and Advisory CFO for mid-sized firms with over 30 years of experience in business and financial management. His journey began in 2003 as a fractional CFO consulting organization. It converted to business coaching in 2005 when he recognized that the companies he was working with needed more than just financial insight– they needed coaching to unlock their full potential.
- Over 20 years of experience in business coaching
- Business Finance Expert
- Speaker, Facilitator, and Emcee
- Pioneer of Cowboy Math
   INDUSTRIES
- Experience in all industries
- 20 years as a CFO in business and financial management
- Over 20 years of experience in business coaching
Keith uses the Metronomics and Scaling Up systems to develop long-term, near-term, and short-term strategic plans and execution systems. Starting small, he has 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.
His differentiated approach to coaching, using the Metronomics framework, is a fun and engaging collaborative process incorporating a high-accountability system. His 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.
His dynamic combination of Business Coaching and Financial Expertise ensures high-value planning sessions for my clients. He helps 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, he has presented educational workshops to the local entrepreneurial community. He has held business leadership and financial management positions spanning over 30 years and has consistently delivered high results for mid-sized firms.
He listens 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, he asks the right questions to find the correct answer. He has worked tirelessly in business management for over 30 years and has seen many different scenarios. This means he has plenty of stories to draw from to find the right path for each client.
Sticky notes are Keith's favorite tool— they represent his coaching style: flexible, colorful, creative, and collaborative. You'll often see him 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.
Keith is 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, reach out to Keith. He'd love to hear your story and explore what's possible.