Outsourced finance and accounting support that scales with your business.

From bookkeeping and monthly close to reporting, forecasting, and strategic guidance, we help you maintain accurate financials and make confident business decisions at every stage of growth.

Get a free consultation →
Escalon outsourced finance and fractional CFO services

Growing organizations need accurate financials, reliable reporting, and the confidence to make informed decisions.

We handle the close, the reporting, and the strategy, so your numbers are ready the moment you need them.

Get a free consultation →

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 Canva

Ready to get your
finances in order?

Tell us about your business, and a member of our team will reach out within one business day to discuss your needs.

Financial clarity and confidence from day one.

Accurate reporting, strong controls, and reliable financial processes help you make informed decisions, maintain compliance, and prepare for audits, lending opportunities, fundraising, or future growth initiatives.

Get a free consultation →

Everything your finance function needs

Click “Learn more” on any card to expand its detail ↓

Outsourced CFO providing high-level financial strategy for a growing company

Outsourced CFO

Executive-level financial guidance, forecasting, budgeting, and strategic planning without the cost of a full-time CFO.

Learn more ▾
  • Financial Forecasting & Planning – short and long-term impact of decisions.
  • Management Reporting – real-time KPIs and profitability.
  • Board Presentations – backed by detailed projections.
  • Strategic Analysis – identify growth opportunities and risks.
  • Budgeting & Analysis – predictive insights.
Outsourced accounting team handling bookkeeping and year-end reporting

Outsourced Accounting

Bookkeeping, reconciliations, month-end close, and reporting delivered by an experienced accounting team.

Learn more ▾
  • General Ledger Management – accurate records with monthly reconciliation.
  • Reconciliation Services – align statements, prevent fraud.
  • Budget vs. Actual Reporting – track performance against plan.
Accounts receivable and revenue specialists optimizing cash flow

Revenue Recognition

Proper reporting to ensure due diligence and audit readiness.

Learn more ▾
  • Invoicing & Cash Application – organized inflow records.
  • Collections – recover outstanding payments efficiently.
  • Revenue Tracking – timely payments, optimized collections.
  • Cash Flow Management – regular reports to plan ahead.
Expense management team tracking bills and credit card transactions

Expense Management

Take time-consuming expense tracking off your plate.

Learn more ▾
  • Bill Management – bills paid on time and reconciled.
  • Expense Reporting – AP on track, balance sheet current.
  • Credit Card Monitoring – verify all transactions.
Compliance support team preparing federal and state tax filings

Compliance Support

Meet regulatory requirements with confidence.

Learn more ▾
  • Federal & State Filings – full preparation and filing.
  • R&D Tax Credit Studies – maximize qualifying credits.
  • SALT Guidance – accurate sales tax compliance.
  • Compliance Alerts – automated deadline reminders.
Financial systems setup and platform integration specialists

Systems Setup

A unified, integrated view of your financial health.

Learn more ▾
  • Process Flows & Technology Setup – optimized financial workflows.
  • Platform Integration – connected for accuracy and efficiency.

How it works

A simple path from first conversation to ongoing support.

1

Start with a free consultation

Tell us about your company and where you need support. We get to know your business and what you’re trying to achieve.

2

Get a tailored solution

We provide outsourced finance solutions tailored to your needs, working as an extension of your team and verifying your goals are met.

3

Scale at every stage

As your business grows, our solutions grow with you — giving you the support you need at each stage, without the overhead of an in-house team.

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

Why Escalon is right for your business

19 years in business

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

Experts in your industry

Dedicated finance and accounting experts with experience across technology, healthcare, consumer products, nonprofits, and professional services.

One team, full stack

Finance, HR, and tax kept in sync — no juggling multiple vendors.

No in-house overhead

No hiring, training, or coverage gaps to manage. We work as an extension of your team.

Frequently asked questions

No. If you need high-level financial strategy but don’t want the expense of a full-time hire, our outsourced CFO services give you seasoned experts for financial planning, forecasting, board reporting, and strategic decision-making.

Escalon removes the hassle of hiring, training, and managing in-house staff. You won’t worry about unexpected leaves of absence or retraining — and you avoid full-time overhead — while still getting a seasoned team that works as an extension of your own.

Yes. Our solutions are built to grow with you, giving you the right level of support at each stage of growth — a partner that grows with you, every step of the way.

Yes. Our “Diligence Ready” approach gives you the financial foundation to make confident decisions and attract the right investors, with a trusted network of VCs, bankers, and legal pros to help open the right doors.

Yes. We’re run by experts who know your industry, with dedicated CFO leads across Technology & Life Sciences, Media & Consumer Goods, Non-Profit, and Diversified businesses.

Yes. We’ve built a robust security infrastructure combining current technology with proven internal policies. You can review our Trust Center or request a copy of our SOC 2 Type II audit report.

Beyond finance, we also handle HR, payroll, and tax — kept in sync so your numbers, your hires, and your filings all move at the speed of your business.

Business owner reviewing financial infographics on a tablet during an Escalon consultation

Ready for accurate financials and
better business visibility?

Learn how Escalon can support your accounting, finance, compliance, and reporting needs with a solution tailored to your business.

  • ✓Senior team lead on the first call
  • ✓Custom written scope customized for your needs
  • ✓No commitment, no pressure, just a conversation
Book a 30-min consultation →