About Level Upkes

Level Upkes is built for companies ready to scale with intention – not chaos. This isn’t a quick fix. It’s a structured, integrated operating system that builds durable leadership, real alignment, and disciplined execution over time. Most companies don’t struggle from a lack of talent – they struggle because nothing is truly connected. Strategy, execution, culture, and cash are misaligned, and leaders get stuck reacting instead of leading. We change that.

We install a living operating system that connects the entire business – turning strategy into clear priorities and consistent action. We align the leadership team first – roles, ownership, accountability – then focus the business on what actually drives momentum. Strategy cascades. Execution sharpens. Rhythms, metrics, and forward-looking financial clarity (powered by Cowboy Math) replace guesswork with control.

The result: stronger performance, a cohesive team, and the ability to lead fully and scale freely – without burning out.

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Our coaching cultivates effective leadership, fosters a culture of self-accountability, and aligns your team around a shared vision.

We have served clients across North America since 2003 when Keith Upkes founded the company as a fractional CFO consulting organization and converted to business coaching in 2005 when Keith recognized the companies he was working with needed more than just financial insight – they needed coaching to unlock their full potential.

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Unlike traditional strategy coaches who focus solely on execution, we address the full spectrum of what drives sustainable success: strategy, execution, and most importantly, the people.

We use Metronomics and Scaling Up systems to develop long-term, near-term, and short-term strategic plans and execution systems.

Our differentiated approach to coaching with the Metronomics framework is a fun and engaging collaborative process incorporating a high-accountability system. Our coaching philosophy is centered on the belief that effective leadership is about building Transparent, Cohesive, Aligned teams.

The teams that embrace these values create not only better businesses but better lives.

Our integrated approach.

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Keith Upkes
Strategic Growth Partner

Keith Upkes is a Strategic Growth Advisor and advisory CFO with 30+ years of experience helping mid-sized companies scale with clarity, alignment, and discipline. He combines financial expertise with proven systems such as Metronomics and Scaling Up to turn strategy into consistent execution.

Known for his direct, high-accountability approach, Keith partners with leaders to drive profitability, improve cash flow, and build businesses that run better - and give them their time back.

Meet Keith

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Samantha Upkes
Executive Business Partner

Samantha Upkes is the force behind the strategy, client experience, and operational execution at Level Upkes. With nearly two decades of experience, she brings clarity to complexity, precision to communication, and consistency to results. She meets clients where they are - and moves them forward with focus, momentum, and intention.

Meet Samantha

Emma Stephens
Client Growth Partner

Emma Stephens drives growth and market presence at Level Upkes by connecting with leaders navigating the complexities of scale. She uses a strategic, relationship-based approach to bring the right companies into the Level Upkes ecosystem - aligned, prepared, and ready for meaningful results.