Many successful accounting firms are challenged by how to continue improving performance. At Upstream Academy, we offer professional and leadership development programs and services designed to help you develop your people and strategically grow your firm.

We’re here to be your advisor, offering professional and leadership development programs, retreat facilitation, coaching, and speaking engagements designed to drive performance, develop and engage your best people, and continue your path to high performance.

Every year, more than 150 accounting firms of all sizes across the U.S. and Canada count on us to help them improve performance and reach their business goals. We’ve spent the past 20 years dedicated to developing leaders in the accounting profession, and our team has extensive real-world public accounting experience.

Ready to transform your firm from the inside out?

Schedule a discovery call with our team to learn how you can develop your people and strategically grow your firm.


We are a catalyst for excellence, providing innovative, proven solutions for today's challenges and helping firms proactively prepare for tomorrow.

Upstream Academy

Jeremy Clopton

This department focuses on enhancing and managing interactions and relationships with clients to ensure satisfaction and loyalty.

Client Experience

This department oversees the strategic direction and overall management of the organization.

Upstream Academy

Org chart

Teams

Client Experience

Executive Leadership

Offices

Upstream Academy

Org chart

Teams

Client Experience

Executive Leadership

Offices

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