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Upstream Accounting®
Upstream Accounting® is a hands-on methodology for building a data-driven operating model for financial accounting based on business events, robust data integrity and the disciplined use of the most relevant tools and practices.
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Imagine....
… accounting focuses on designing smarter, automated processes and delivers faster, more reliable insights
… your accounting team feels empowered to lead that change
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A Smarter Approach to Accounting
Even with smart technology, many balance sheet accounts still rely on input, validation, and approval from people across the organization. When this collaboration is streamlined, accounting can move faster, smarter, and with greater confidence.
Upstream Accounting® offers clear guidance to move towards a more efficient, transparent financial accounting process, one that actively engages people in the organisation in a new and collaborative way, and helps accountants work with the most relevant tools and methods.
The concept is built on a clear principle: capture accounting data right at the source. Instantly. Accurately. Completely.
The Upstream Accounting Framework™
Upstream Accounting® is a practical framework for managing accounting data from its source to reporting. It defines clear roles, ownership and principles, while providing tools and practices that help finance teams design smarter processes, ensure data integrity, and deliver financial insight that is instantly trusted. Designed to fit any organization, system or regulatory context, Upstream Accounting® evolves with changing requirements while bringing structure, clarity and discipline to the accounting lifecycle.
The Team
Upstream Accounting® is shaped and supported by a diverse group of subject matter experts from industry and financial services. These professionals validate the framework, contribute insights, and play an active role in refining and further developing it.
Each expert brings unique knowledge, ranging from accounting operations and data management to regulation and automation. Together, we ensure that Upstream Accounting® remains grounded, relevant, future-ready and connected to real-world needs.
Wilbert-Jan van der Werf
Pieter Warmerdam
Sander Glas
Jean Gieskens
Tjerk Meijer
Gerrit van Mullem
The Value You Gain with Upstream Accounting
Benefits for both your organization and your personal growth — built around efficiency, confidence, and future-readiness.
Benefit for the organisation
Build a strong foundation for efficiency, scalability, and AI-readiness in your financial operations
What you can expect:
Benefit for the Finance Professional
Stay ahead by continuously developing your skills and understanding of best accounting practices and supporting technologies
What you’ll gain:
Is Upstream Accounting® right for your organisation?
Upstream Accounting® is widely applicable to all organisations and industries where growing teams and increasing complexity make financial processes more demanding to manage.
It is particularly relevant for organisations with at least five staff working in Financial Operations.
The methodology also supports broader processes that require reliable organisational input, including ESG reporting, CSRD compliance, and other emerging regulatory frameworks.
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Trusted by Finance Leaders Across Industries
Fast close is a simplified way of advancing the reporting, whereas Upstream Accounting® seems more like a more structural approach, namely embedding estimates more deeply within the organization and doing so more frequently.
Upstream Accounting® runs finance like a relay race; clear handovers, sharp focus on the critical path and insights into strengths and weak spots that enhance both reporting quality and process efficiency.
Upstream Accounting® transforms mindsets and challenges teams to take responsibility, unlocking potential by questioning manual processes and reshaping relationships within the organization.
Discover the Structural Shift in Accounting
Explore how Upstream Accounting® helps finance teams move beyond manual work, fragmented systems, and slow closes — toward a smarter, source-first future.
Discover the Structural Shift in Accounting.
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