Case Studies
Founders who stopped running the back office and started scaling
hubject
How Hubject scaled EV charging without building a back office
The challenge
From day one, Hubject’s team didn’t want to spend capital building an internal back office. Hiring, training, and managing accounting, HR, and payroll staff would have pulled focus from their core mission: making EV charging seamless.
The solution
Hubject partnered with Escalon to fully outsource the operational layer — accounting, HR, payroll, and tax compliance — through a single point of contact, with a multi-disciplinary team working behind the scenes.
The impact
Invoicing is now a single forward to a dedicated accounting contact. New-hire onboarding is one notification — documents, verifications, and DocuSign are handled. A three-to-five-person specialist team operates as an extension of the company, eliminating single-point-of-failure risk and giving Bart what he calls “peace of mind.”
“I see them as team. I actually write emails that say ‘Dear Team,’ because I see them as an appendix to us. They take so much pressure off so I can focus on growing the business rather than dealing with invoices and expenses.”
Bart Sidles Director of Corporate & Business Development, Hubject Inc.
Time back — and a closed Series B
The company
Propel’s “product success” platform connects the people, systems, and processes companies need to take products from concept to customer.
The partnership
With Escalon running finance, Ray’s team reclaimed the hours that finance operations used to consume.
The impact
Time back to lead the business — and a partner they couldn’t have closed their Series B without.
“The biggest solution and value that Escalon is bringing to Propel is helping us get time back. We couldn’t have closed our Series B without all of you.”
Ray Hein CEO, Propel
Pathover
How Pathover scaled from first funding to strategic finance without hiring a full-time CFO
The trigger
Before Escalon, Pathover had no real finance function — only preliminary projections built for fundraising. The moment they received their first funding source, investors asked for real cash flow data. That’s when Cristiana immediately engaged Escalon. She chose Escalon over other firms specifically because of its expertise with startup and fundraising financials.
The solution
Pathover subscribed to basic accounting, bookkeeping, and tax filing — exactly the services they needed at their stage. The onboarding was straightforward and streamlined, and the Escalon team guided Cristiana through the accounting process even though she wasn’t familiar with it herself.
The ROI
Compared to a full-time CFO, engaging Escalon delivered exactly what Pathover needed at a reasonable price point. But beyond the cost savings, the bigger win was time — and the unexpected upgrade was strategic thinking. Escalon helps Cristiana think about recruitment, capital asset investment, and long-term planning — at a price point a typical local accounting firm couldn’t match.
“I would definitely think of Escalon more than just a simple service vendor, but rather a great financial strategic partner to be with. I have no problem recommending Escalon to my network if they need financial — not just a service, but guidance as well.”
Cristiana Chen CEO, Pathover
Confidence — and time back to run the business
The company
Curbicus makes a hands-free device that collects and disposes of dog waste in compostable capsules, sold direct-to-consumer by subscription.
The partnership
Escalon handles Anna’s finance and accounting, freeing her to run the day-to-day operations of the business.
The impact
Confidence in the numbers and time back for the work that actually grows the company.
“Working with Escalon makes me feel confident. It frees up my time and allows me to focus on the daily operations of my business.”
Anna Gannon Founder & Investor, Curbicus
Polaris Capital
How Escalon's tax guidance helps Steve Herbert time his transactions and keep more cash in the bank
The challenge
Real estate moves on timing. Across multiple property companies, when you buy, sell, or restructure drives the tax bill — and without sharp, on-time tax guidance, a heavy tax burden quietly erodes returns.
How Escalon helps
Escalon Tax Services gives Steve solid, proactive tax advice — so he acts on transactions promptly, with the tax implications understood up front instead of discovered at filing.
The result
The advice shows up directly in his return on equity: he makes transactions promptly, lessens his tax burden, and keeps more money in the bank. He recommends Escalon Tax Services to other real estate companies for the quality of the work and the attentive service.
“My return on equity is really giving me that solid tax advice so I do make the transactions promptly and I lessen my tax burden. The benefit to me is saving more money in the bank.”
Steve Herbert President — Polaris Capital, Herbert Bay Area Properties & Sincere Property Management
Xtreme Staffing
Client-level profitability, one less thing to worry about
The company
Xtreme Staffing places talent and provides workforce solutions for businesses across multiple industries.
The partnership
Escalon gives Atul clear, client-level profitability visibility and takes finance worries off his plate.
The impact
Better business decisions — and one less thing to worry about, so Atul can focus on growing the business.
“Now I can figure out what’s my client level profitability. It helps us make good business decisions…one less thing to worry about so I can focus on growing the business.”
Atul Gupta Co-founder & President, Xtreme Staffing
The Kilgoris Project
How the Kilgoris Project runs leaner — with a back office it can trust
The challenge
Like many mission-driven nonprofits, the Kilgoris Project needed day-to-day financial operations its team could manage easily and efficiently — and books accurate enough to give its board of directors confidence, without the mistakes that create rework and risk.
The solution
The organization partnered with Escalon to run its accounting and day-to-day financial operations as an outsourced back office — so the team could stay focused on its mission instead of the books.
The impact
Day-to-day operations are now much easier to manage and far more efficient, with far fewer mistakes — a relief Rory Faber says extends to his entire board of directors.
“Well now that we have Escalon, our day to day operations are much easier for us to manage and much more efficient. And also, there's far less mistakes, so it's a big relief to all my board of directors.”
Rory Faber COO, The Kilgoris Project
A finance team that feels like part of the company
The company
Mailbird builds one of the most popular desktop email clients for Windows, unifying email and messaging for users worldwide.
The partnership
Escalon runs Mailbird’s outsourced finance and accounting — close enough to the business that Andrea calls the team a genuine extension of her own.
The impact
A finance partner that operates like an in-house team, so Mailbird keeps its focus on product and growth.
“I honestly really feel as if they are truly an extension of our company, sometimes even more than just an extension. It feels like I’m really part of the team.”
Andrea Loubier CEO & Co-Founder, Mailbird
A controller the team can fully trust
The company
Sectigo is a global cybersecurity provider best known for digital certificates and web-security solutions.
The partnership
Escalon’s assigned controller manages Chris’s team and workload end-to-end — work he trusts without having to dive in himself.
The impact
Work offloaded from his plate and a controller he trusts to get to the right answer on her own.
“They’ve been able to offload a bunch of work that’s on my plate and the controller that has been assigned to our account, I trust her a lot, I trust her ability to manage the team, manage the work, get to the right answer without me needing to dive in a lot so it’s been really great on that point.”
Chris Hill Global Controller, Sectigo