Escalon finance services by the numbers


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Total Clients Served


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Let Us Handle the Numbers, So You Can Focus on Growth

We provide outsourced financial solutions tailored to your business needs. From fractional CFO services to accounting and tax compliance, our expert team handles the details so you can focus on scaling with confidence. Our solutions grow with you, giving you the support you need at every stage—without the overhead of an in-house team. 

Outsourced CFO Services

Need a high-level financial strategy but don’t want the expense of hiring a full-time CFO? Our outsourced CFO services provide you with seasoned financial experts who can guide your company through financial planning, forecasting and strategic decision-making.

  • Financial Forecasting & Planning – Understand the short-term and long-term impacts of your business decisions.
  • Management Reporting – Get real-time insights into key performance indicators, profitability and more
  • Board Presentations – Present your financials with confidence, backed by detailed projections.
  • Strategic Management Analysis – Identify growth opportunities and potential risks with our in-depth financial analysis.
  • Budgeting & Financial Analysis – Accurately anticipate expenses and leverage data for predictive insights.
Outsourced Accounting

Our outsourced accounting services cover all your business accounting needs, from bookkeeping to year-end reporting.

  • General Ledger Management – Ensure accurate and timely financial records with monthly reconciliation and review.
  • Reconciliation Services – Avoid discrepancies and prevent fraud by aligning your bank statements with your balance sheet.
  • Budget vs. Actual Reporting – Track your financial performance against your budget to make informed decisions.
Confident Compliance

We ensure your business complies with all regulatory requirements, giving you peace of mind. Stay compliant with federal and state tax regulations without the headache. Our tax compliance services ensure that your business meets all statutory requirements.

  • Federal & State Tax Filings – we handle all aspects of tax preparation and filing.
  • R&D Tax Credit Studies – Maximize your R&D tax credits with our thorough analysis of qualifying expenditures.
  • SALT – we provide the guidance you need to ensure accurate sales tax compliance and quicker returns on investment.
  • Compliance Alerts – stay ahead of upcoming filing deadlines with automated alerts.
Accounts Receivable

Cash flow is the lifeblood of your business. We optimize your accounts receivable process to ensure you get paid on time, every time.

  • Invoicing & Cash Application – we manage your invoicing and cash inflow, maintaining organized records
  • Collections – Our team will manage debt collection efficiently, helping you recover outstanding payments
Revenue Optimization

We streamline your revenue processes, ensuring faster access to funds and improved cash flow.

  • Invoicing & Revenue Tracking – we manage your entire revenue cycle, ensuring timely payments and optimized collections.
  • Cash Flow Management – stay informed with regular reports, allowing you to track revenue and plan for future growth.
Expense Management

Managing expenses can be time-consuming and stressful. Let us take over!

  • Bill Management – we ensure all your bills are paid on time and reconciled correctly.
  • Expense Reporting – Keep your accounts payable on track and your balance sheet up-to-date.
  • Credit Card Monitoring – We verify all transactions, ensuring your financials are secure.
Sure Setup

Our Sure Setup service integrates your financial systems seamlessly, providing you with a unified view of your business’s financial health.

  • Process Flows & Technology Setup – we optimize your financial workflows, connecting them with our proprietary platform for increased accuracy and efficiency.
Financial Health Scorecard_Infographic-01

Our clients trust us to handle their most critical operational tasks. Here’s what they have to say.

“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.”
18

Atul Gupta

Co-founder and President of Xtreme Staffing

“I’d say scale is one of the key benefits of working with Escalon. They know exactly when to tap into your business and provide that support at the right time.”
16

Beverley Chadwick

VP of Finance of SambaNova Systems

“Working with Escalon makes me feel confident. It frees up my time and allows me to focus on the daily operations of my business.”
19

Anna Gannon

Founder & Investor of Curbicus

Get started with Escalon

Contact us today to learn how Escalon Services can help you achieve your business goals. With our specialized professionals and trusted advisory services, your success is our priority.

Why Escalon is right for your business.

  • Trusted Advisor

    We bring a wealth of knowledge and expertise to the table, acting as a trusted advisor to your business.

  • Quality Work

    Our professionals have deep industry knowledge, ensuring relevant and effective support.

  • Hands-on Experience

    Our professionals have deep industry knowledge, ensuring relevant and effective support.

  • Scalable Solutions

    Our services grow with your business, offering the flexibility you need at each stage of growth.

Contact Us Today!

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