We partner with leadership teams to level up growth, cash flow, clarity, and capacity, without adding complexity.  

This is disciplined strategy.

Lead Fully.

Scale Freely.

Ready to Level Up?
Three people sitting outdoors near a lake, engaged in conversation. Two women and one man, all wearing sunglasses, with trees and a distant shoreline in the background under a clear sky.

The Problem We Solve

We turn chaos into clarity, misalignment into accountability, and inconsistent numbers into predictable growth – giving you the confidence to Lead Fully and Scale Freely.

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What “Leveling Up” Actually Means

“Slow down to speed up”. We elevate your team, your focus, and your leadership – so you can build trust, expand capacity, and lead with confidence. Because when your people Level Up, your business accelerates. 

Our Process

How We’re Different

  • Strategic Partner

    We are not an AI agent or an outsider, we become a member of your team.

  • Well Seasoned

    We are seasoned career growth experts that bring a wealth of “boots on the ground” experience.

  • Financial Experts

    We are financial experts with over 20 years’ experience as a former CFO and Treasury officer.

  • Thought Leaders

    We are thought leader curators who bring a customized approach and simplify complex challenges.

  • Highly Personalized

    Our personal approach makes space for creative collaboration so all team members can perform at the highest level. 

Our Engagement Model

A red upward arrow graphic illustrating four levels of business growth, starting with CEO Growth at the bottom, Leadership Team Alignment, Strategic Execution, and Enterprise Mastery at the top.

This isn’t just coaching – it’s a system for growth. Level Upkes combines proven frameworks, real accountability, and hands-on partnership to help you execute, align your team, and scale with confidence. From CEO growth to Enterprise Mastery, we meet you where you are – and help you level up, step by step. 

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Most companies don’t struggle because of a lack of talent or ambition. They struggle because strategy, execution, culture, and cash are not aligned — and leadership teams spend too much time reacting instead of leading.

Why This Works

  • We install a living operating system that connects strategy to execution, ensuring priorities translate into consistent action.

  • We create clarity around roles, accountability, and expectations so leadership teams operate as a cohesive unit.

  • We eliminate distraction by identifying what truly drives value and momentum.

  • Strategy is translated into clear priorities that cascade throughout the organization so everyone knows what matters.

  • Clear rhythms, metrics, and communication replace reaction with foresight and stability.

  • Forward-looking financial modeling and Cowboy Math ensure confident, informed decisions.

  • We stay engaged to ensure adoption, refinement, and lasting change.

Get Started

  • “I have worked with Coach Keith for the past two years. My entire team has benefited from Keith’s mentorship, experience, and facilitation. He is very knowledgeable, patient, and kind. I give Keith the highest possible recommendation as a coach.”

    Ethan McWilliams
    Co-CEO, Wilderness Medical Staffing

  • "Our team keeps getting better with each and every session, and Keith has been instrumental in that development! Our team was firing on a level I’ve never seen before at our last meeting – Amazing!"

    Noah McWilliams, 

    Co-CEO, Wilderness Medical Staffing

  • "We are so thankful to have Coach Keith lead us on our Metronomics journey. We feel that he is the perfect match for our team, and we felt that our 2-day strategic planning session was the best session we have ever had and that it provided a clear vision of where we are going and the path to get there. Keith has a way of coaching us that fosters open and honest communication to establish alignment. He allows the conversations to go where they need to go when necessary and reins them in when they are needlessly wandering. He reinforces our understanding of the purpose of the various steps of the process to foster our continued commitment. The improvement in our results in the first quarter of our Metronomics journey was amazing. We wouldn’t have gotten these results without Metronomics and Coach Keith. We are excited to continue working with Keith and to celebrate our successes along the way"

    Roseann Schmid, P.E.


    CEO, Fisher Associates

  • “Working with Keith has been a game-changer for our leadership team. He brings a rare combination of strategic insight, practical experience, and an incredible ability to connect with people. Keith uses the Metronome system not just as a tool—but as a catalyst—to drive clarity, accountability, and real growth across our organization. He quickly understood our unique challenges and helped us align around measurable outcomes, better communication, and a unified vision. If you’re looking for a strategic planning coach who truly moves the needle, I can’t recommend Keith highly enough.”

    Marc Mann
    Fisher Associates

  • "In 2015, when my company was going through the culture issues that come with fast growth, I felt like I was at a loss. I hired Keith to help me align my team and move past the issues at hand. With Keith, I got a partner dedicated to my individual success as a CEO, the success of my executive staff, the success of each employee, and the overall success of my company. Keith pushes us all to become better people. My company has grown by leaps and bounds and it’s thanks to the tools that Keith has provided and continues to provide us each time he works with us!"

    Amy Balliet,
    Killer Infographics

  • “I attended an all-day Business Strategy event presented by Keith Upkes in Portland, Oregon, and was very impressed with his knowledge, organization, and presentation skills. He did a great job getting everyone to really think about our businesses, trade ideas, and engage. I was so impressed with how I shifted some of my thinking and perspectives that I hired Keith for a 2-hour personal strategy session. In the one-on-one session, we talked through my business until we came up with a core purpose that resonated with me (among other things). I recently rebranded my website and unveiled the new purpose as part of my positioning, and I’m getting great feedback from my audience. Keith is great at listening to what feels like disjointed facts and working to put it into a powerful message. We kept at it till we got it right – highly recommend! “

    Tara Reed
    Owner, Tara Reed Designs

  • “Keith’s experience as a CFO, coupled with his experience as a Strategic Growth Coach, has added significant expertise to our team. I wouldn’t hesitate to recommend Keith for CFO Advisory services and Strategic Growth Coaching.”

    Mark Rawlinson
    CEO, New System Laundry

  • “Keith has helped us make incredibly tangible progress as a company. We’ve gone from reluctance, to mild hesitancy, to eagerness, to a kind of passionate commitment to the work we are doing with Keith Upkes Coaching. Our firm has made enormous, positive changes as a result. None of them was easy, as change never is. But they are critical things that wouldn’t have happened without the strategic vision and guidance Keith has provided.”

    Zach Hyder
    Partner, Quinn Thomas

  • “Keith will help you work hard to bring your team to the next level. He keeps us on task, but he lets big moments within the team play out.”

    Lisa Vognild
    Wilderness Medical Staffing

  • "Keith recently took our leadership team through a customized planning workshop. We left the workshop all in alignment with our One Page Strategic Plan complete! Because the workshop was custom for our company, we got so much out of it!"

    Brandy Callahan
    Area Floors

  • "Keith is a coach who brings his groups to a high level of functioning. He is so good with group dynamics and leads our sessions in a way that gets results!"

    Mary Ellen Doty
    Wilderness Medical Staffing

  • Keith has helped our company face the challenges inherent in such significant growth by coaching us through tough decisions, keeping us accountable and focused, and helping us implement the necessary changes to transform from a small entrepreneurial company to a leader in our market that is stronger and more focused. Having Keith as a coach and mentor has enabled me to experience more personal happiness.

    Kevin Lewandowski


    Founder, President & CEO of Discogs

  • "Planning sessions with Coach Keith are always very helpful. He does a great job of keeping us on track, supporting us where necessary, and guiding all of us individually as well. Thanks for having our back, Coach!"

    Brittany Smith
    Wilderness Medical Staffing

  • "Bringing Keith on was a turning point in our business! Ever since we incorporated Keith and the Rockefeller habits, we consistently post 30%+ growth of top line revenue and profitability year over year. It’s no coincidence! Keith has challenged us to deal with the challenges that come with such significant growth by coaching us through those decisions. We have moved from a small entrepreneurial company to a leader in our market."

    Travis Dillard,
    Inflow Communications

  • "Our team has developed a rhythm for delving into the planning sessions that really clicks. I do believe having the pre-planning session made our full day of planning more productive and less rushed. The accelerator meeting with our team was very beneficial as well!"

    Corrinda Burke
    Wilderness Medical Staffing

  • “Always a pleasant session with great results; thanks, Coach Keith! I appreciate your tactics, crowd control, and ability to maintain direction. Our sessions are very professional.”

    Gregory Cooper
    France & Co

  • "After a work session with Keith, I leave so much smarter and clearer about where I want my business to go and what steps I need to take to get there. I feel comfortable bringing him the big scary problems that keep me up at night, and through his calm nature, large toolbox of resources, and thoughtful approach, he helps me discover a path forward. I can’t say enough about what Keith has done to help me bring my dream business to life!"

    Mary Cecchini
    Founder, Living Big

  • We get answers to questions we have been asking for a while. Coach Keith helps get everyone on the same page, and therefore, we have great team building.”

    Heather Williams
    France & Co

  • “Keith does a great job of not getting caught up in the interpersonal dynamics and pushing through to help us achieve the objective…a plan. Well done…and thank you.”

    Ken Eastman
    Core Health & Fitness

  • “Our session was incredible! Keith’s facilitation was the best that I have experienced, and I know we are set up for success. I look forward to our continued work together.”

    Christopher Smith,
    Fisher Associates

  • “Lightening progress! Keith moves us in the right direction efficiently and aggressively! Looking forward to more!”

    Don Naetzker
    Fisher Associates

  • "Keith coaches us in a direction we believe in and can see a clear path to our future success."

    Tom Lucey
    Fisher Associates

  • “I always enjoy being challenged. Coach Keith will get you out of your comfort zone so you can engage in honest conversations.”

    David Toole
    Fisher Associates

  • "Sessions with Coach Keith have been very enlightening and thought-provoking. I feel we learn more about ourselves as a group and as individuals."

    David Toole
    Fisher Associates

  • "I appreciated the pace of the work during our session. We accomplished a lot. Keith was adept at keeping us moving and on track. I am excited by this program. Thank you!"

    Stephanie Hookway,
    CleanCraft

  • "We had a great session, and I cannot wait to start working on our plan."

    Ty Hookway
    CEO, CleanCraft

  • “Keith is a true professional. He moved things along even when we tried to create roadblocks.”

    Tom Good
    CleanCraft

  • "Our kick-off session was GREAT! Keith was actually a part of us - like we knew him all along, if that makes sense! The way he shared and came across was inviting and led us as if he had already been working with us!"

    Chris Buwalda
    CleanCraft

  • “I really enjoyed the first working session. It’s interesting how you start from the big picture and then break it down into functional tasks by area.”

    Mauricio Romo
    TDR Transportes

  • “An outstanding coach. The way he guided us through the entire session allowed us to shape our goals in a more realistic and attainable manner.”

    Emilio Vargas Gonzalez
    TDR Transportes

  • "Working with Keith has been a game-changer for our leadership team. He brings a rare combination of strategic insight, practical experience, and an incredible ability to connect with people. Keith uses the Metronome system not just as a tool—but as a catalyst—to drive clarity, accountability, and real growth across our organization. He quickly understood our unique challenges and helped us align around measurable outcomes, better communication, and a unified vision. If you’re looking for a strategic planning coach who truly moves the needle, I can’t recommend Keith highly enough."

    Marc Mann
    Fisher Associates

  • "In May 2011, we hired Keith as our business coach and contract CFO. Keith uses the Gazelles coaching model and the Rockefeller Habits, both excellent tools for running a business. What I appreciate most about Keith is that he always knows what to do and say when various situations arise (much more than I do). Sometimes I wish I had a tape recorder when I have a conversation with him, because it’s awesome stuff. Keith always has great nuggets of information, tips, and advice that he passes along to me in emails, over the phone, or in person. He facilitates off-site meetings and helps us with our people, strategy, execution, and maintaining a strong cash flow (all by utilizing Gazelle’s tools and his experience with many different companies)."

    Jim Smith, 

    Founder, Cash4Books

  • "Keith and I worked together on behalf of his clients who were looking to take their business to the next level. I have worked with many clients in a similar stage of their business growth – Keith and his team took a holistic, values-based approach to guide the development of strategic options. His clients benefit from a clear and committed focus on their long-term success. Keith demonstrates integrity and skill that are not often seen these days. He is tough-minded and kind-hearted. A consummate professional. The value you will receive will far outweigh the investment you make engaging Keith and his team."

    Jerry Patrick,
    Washington Small Business Development Center

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