Worldwide Finance Awards 2023, Acquisition International | 13 Independent Auditing & Consulting Firm of the Year 2023 - Brazil n 2014, Upwards was established by Founder & Managing Partner Luciano Neris, an experienced accounting and finance professional who has worked across Portugal, Canada, and the United States. Having worked in auditing for over 25 years at renowned firms such as Ernst & Young, he has managed several complex financial audits of private and public entities listed in the local and US stock markets. After 21 years at Ernst & Young, Luciano left the firm in search of a brandnew project that he could dedicate his time and effort to. He was inspired to create Upwards in order to provide high quality audit and consulting services, backed by comprehensive expertise and innovative technologies, that aim to increase market trust and business sustainability. During its foundation, Upwards faced a number of challenges, but Luciano was committed to driving the firm towards its goals. Having reached many milestones thanks to his hard work, the firm is currently working towards consolidation in the market, with plans to expand in the coming years. Upwards aims to create competitive and sustainable differentials, contribute towards the transformation and innovation of organisations, and generate added value for stakeholders of all kinds. These include shareholders, management bodies, employees, customers, suppliers, and other partners. To accomplish these missions, Upwards provides four key types of service. Firstly, it offers assurance services, which include auditing, accounting reports, evaluations, and other types of audit related services. These are executed using the firm’s audit methodologies, which are compliant with the local and International Audit Standards. Secondly, Upwards offers advisory services to help with things like financial reporting issues, corporate business consulting, accounting outsourcing, and corporate compliance reviews. These are executed using PDCA and other best practice methodologies to deliver the best results. Thirdly, Upwards offers corporate tax services such as direct and indirect tax review, corporate tax planning, and transfer price. The firm is equipped with a team of tax experts who develop and implement solutions based on jurisdiction tax law, requirements, and noted opportunities. Lastly, Upwards provides assistance with business transactions. This includes due diligence, support with mergers and acquisitions, IPO readiness, and business valuation. Over the years, Upwards has built a loyal customer base of medium and big companies, some of which are leaders in their local market. The firm primarily serves major cities in the southeast region, including the main financial centre in Brazil. Since its office is located in San Paulo city, the firm has the capacity to help clients across the nation. Currently, most of its clients are based in São Paulo, Curitiba, Rio de Janeiro, and Recife. At Upwards, all staff are experts in their fields, meaning they can provide the best quality support and advice to customers. They apply methodology to evaluate and execute procedures and deliver solutions that are focused on achieving the best results. Upwards takes steps to ensure that the conduct of its employees reflects the highest ethical standards. For example, it encourages them to maintain a transparent relationship with customers, colleagues, and partners, fostering responsibility and trust between all parties. The firm also works to ensure that its staff interact with clients in a clear and objective manner. Furthermore, it strives to deliver excellent solutions that are focused on results. As a result of its outstanding services, Upwards has been awarded Independent Auditing & Consulting Firm of the Year, Brazil, in the Worldwide Finance Awards 2023. We congratulate the firm on this achievement and look forward to seeing what it goes on to accomplish in the years to come. Contact: Luciano Neris Company: Upwards Auditoria e Consultoria Web Address: www.upwa.com.br Based in Brazil, Upwards is an auditing and consulting firm with a focus on business management and strategy. Serving clients nationally, it works to help corporations solve complex management problems, make strategic decisions, and formulate alternative action models. This is essential in the modern day, where business environments are often full of uncertainties, risks, competition, and unknown possibilities. I
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