NICHOLAUS FORRESTAR MCCARTHY

UpCFO, P.C. is an Oakland, CA public accountancy firm led by Nicholaus McCarthy, a California licensed CPA. The firm focuses on accounting and financial advising for small business owners, with services built around year-round support rather than one-time compliance alone.

The practice offers virtual accounting and CFO support, including bookkeeping, CPA accounting advisory, tax planning, tax services, monthly CPA meetings, reporting, company dashboards, and…

UpCFO, P.C. is an Oakland, CA public accountancy firm led by Nicholaus McCarthy, a California licensed CPA. The firm focuses on accounting and financial advising for small business owners, with services built around year-round support rather than one-time compliance alone.

The practice offers virtual accounting and CFO support, including bookkeeping, CPA accounting advisory, tax planning, tax services, monthly CPA meetings, reporting, company dashboards, and cash flow management. Its materials also describe tax add-ins for businesses and shareholders, along with proactive oversight of books and year-end planning for business owners who need scalable advisory help.