Outsourced finance, HR, and tax for growing companies.

Run by experts who know your industry — so you can focus on growth.

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Escalon operations platform

Growing companies need three things in sync: finance, people ops, and tax.

We do all three, so your numbers, your hires, and your filings move at the speed of your business.

Grow forward. We’ll handle the rest.

Trusted by 20,000+ organizations across industries and growth stages since 2006.

$1B+
Financial activity managed
5x
INC. 5000 HONOREE
5,000+
WORKFORCE SYSTEMS MANAGED
IGG Trulia HelloSign HelloFresh Goodreads Crunchbase Allbirds Quip Credit Karma Vivino

Our Services

Most scaling companies juggle separate vendors for accounting, HR, and taxes. Escalon handles all three under one skilled team, that knows your industry — no handoffs, no gaps, no dropped balls.

Finance — outsourced CFO and accounting for growing companies

Financial Operations

Outsourced CFO and accounting for companies that need investor-grade numbers. Fractional CFO, monthly close, GAAP financials, board reporting, ASC 606 / 718, audit readiness.

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HR — outsourced people operations, payroll, and benefits

People Operations

A full people function — payroll, benefits, and HR compliance — without the headcount. Multi-state payroll, benefits administration, equity comp, onboarding infrastructure, and automatic state registration as you hire across new states.

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Tax — federal, state, multi-state, R&D credits

Tax Operations

Year-round tax strategy and filing, not a once-a-year scramble. Federal and state income tax, multi-state sales tax and SaaS nexus, R&D credit capture, international filings (Forms 5471 / 5472), and tax provision for Series B and beyond.

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Four industries.
Two decades of deep expertise.

Our teams understand the financial, operational, and compliance complexities unique to your industry — so you don’t have to teach us your business.

SaaS and AI — outsourced finance for software companies

SaaS & AI

VC-backed and bootstrapped software companies from Seed to Series C. ASC 606 revenue recognition, multi-state SaaS nexus, R&D credit capture, and investor-ready reporting for every board meeting.

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Consumer Goods — outsourced finance for DTC, retail, and CPG brands

Consumer Goods

DTC, retail, and omnichannel CPG brands. Landed cost reconciled into real COGS, channel-level margin, multi-state sales-tax nexus, and 13-week cash forecasts tied to PO commitments.

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Life Sciences — outsourced finance for biotech and medtech

Life Sciences

Biotech, medtech, and diagnostics companies funded by NIH grants, SBIR awards, or institutional VC. Clinical trial accruals, grant compliance, ASC 730 R&D accounting, and pre-IPO audit readiness.

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International Business — multi-entity, multi-currency, cross-border finance

International Business

Foreign-owned U.S. subsidiaries from 62 countries. EIN and entity setup, multi-currency accounting per ASC 830, Forms 5471/5472 filed on time, and a multilingual cross-border CFO pod that talks to your parent in their language.

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Life Sciences — outsourced finance for biotech and medtech

Non-Profit

Mission-driven organizations with $1M–$10M in revenue. Federal grant compliance, fund accounting, Form 990 preparation, and indirect cost rate optimization that can recover six figures annually.

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How Escalon compares to other providers.

Criteria Escalon Other competitors
Service scope ✓ Finance + People + Tax in one engagement ✕ Single function only — finance, HR, or tax
Revenue range supported ✓ $1M to $50M without re-platforming ✕ Optimized for one stage — switch required at scale
Vendor count ✓ One team, one contract, one source of truth ✕ Three+ vendors, duplicated data, cross-team meetings
Audit readiness ✓ Series A through D audit support in scope ✕ Separate accounting partner usually required
Operating cadence ✓ Integrated monthly close + board package ✕ Cross-vendor reconciliation each month

Ready for a quote?
Get a scope built for you.

Tell us a bit about your company, and a senior team lead will reach out within one business day.

Don’t take our word for it. Our clients said it better.

“

Escalon allows us — allows me — not to worry about the back-office accounting function at the end of the day. We really see Escalon as an integral part of our business, as part of our team honestly, sharing in the success of us growing the business tremendously, and helping us all along the way.

Hearing Aids Company · Commerce
“

The primary reason that I picked Escalon over other firms I talked to was its expertise in dealing with start-up and fund-raising financials.

Grocery E-Commerce
“

Something that I love from my seat as a CFO is that I know if I send an email or whatever communication in which the Escalon team is copied, it is going to get registered, it is going to get registered on time, and it is going to get registered correctly.

E-Commerce
“

Working with Escalon makes me feel confident. It frees up my time and allows me to focus on the daily operations of my business.

Environment
“

We are so happy with the results that when we had problems in HR and our order-to-cash area, we brought in Escalon to help us assess and implement a solution. Now Escalon is supporting us in everything I do in the back office.

Healthcare
“

With Escalon, not only have we saved time, but we have the confidence in the financials we’re seeing to know where to make the investments and how to grow our business in a profitable way.

Women’s Healthcare
“

Escalon is actually an extremely cost-effective solution compared to doing it yourself. My perspective on Escalon as the Chief Financial Officer is that they are a fully integrated part of our finance organization. I view Escalon as the solution of choice for delivering financial operations.

Healthcare

Frequently Asked Questions

Outsourced accounting handles the day-to-day: bookkeeping, monthly close, payroll, and tax filings. A fractional CFO sits one level up and owns the strategy: forecasting, board reporting, fundraising support, audit readiness. Most growing companies between $1M and $50M in revenue need both. Escalon delivers them as a single integrated pod, so the CFO and the bookkeeper aren't trading emails to reconcile data.
The trigger is usually one of three things: revenue crossing $1M, a funding round on the horizon, or the founder spending more than 5 hours a week on bookkeeping. Outsourcing earlier than that tends to be premature; later, and the cleanup cost on year-end taxes or due diligence usually exceeds what you'd have spent on a full year of service.
Pricing is custom, scoped to your revenue band and the mix of services you need (Financial, People, Tax). We don't publish tiers because every company between $1M and $50M has a different operational shape.
Most outsourced providers focus on a single function — finance only, HR only, or tax only. Escalon is the only provider that delivers Financial Operations, HR, and Tax Operations as one engagement with one U.S.-led pod. No handoffs between vendors. No data duplicated across three logins. One team that grows with you from $1M to $50M without re-platforming.
Yes. Multi-state payroll, state registrations, sales tax nexus monitoring (especially relevant for SaaS companies hitting Wayfair thresholds), and quarterly filings are part of HR and Tax Operations. We register new states automatically when your headcount or revenue triggers nexus, so you don't get blindsided by a back-tax notice.
Yes. Audit readiness is in scope from Financial Operations Pro upward: GAAP-compliant close, ASC 606 revenue recognition, ASC 718 stock comp, schedule preparation, and direct work with the audit firm. The team has supported dozens of Series A through D audits across SaaS, business services, and manufacturing.

Insights from the Escalon Team

5 business triggers that should prompt an immediate nexus review
Taxes

5 Business Triggers That Should Prompt an Immediate Nexus Review

Nexus is not a one-and-done check — it’s a moving target. Five business triggers that demand an immediate state-tax review before you get blindsided by back-tax notices.

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How a CFO can help you prepare for a Series B raise
Startups

How a CFO Can Help You Prepare for a Series B Raise

Series B investors expect rigorous numbers. How a fractional CFO builds the defensible financials — and the narrative — institutional investors actually want to see.

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Why cash flow forecasting is more important than your P&L
Accounting & Finance

Why Cash Flow Forecasting Is More Important Than Your P&L

Revenue and EBITDA feel like the headline numbers — but a forward-looking cash forecast is the statement that determines whether your company survives the next squeeze.

Read article →
Escalon operations consultation — book a 30-min call

Ready to learn how
we can help you grow?

Book a consultation to gain clarity on which Escalon services may be right for you.

  • ✓Senior team lead on the first call
  • ✓Custom written scope customized for your needs
  • ✓No commitment, no pressure, just a conversation
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