FinOps Done

We don’t just take care of your finances, we optimize them

As a small- or medium-sized business, a thorough understanding of your company’s financial state is crucial for growth. FinOps Done puts everything you need to be confident about your business’ financial picture into an all-in-one package. From tech-driven processes that cut time, energy and mistakes from the minutiae of billing to experienced CFOs who deliver knowledgeable and strategic guidance, Escalon delivers it all so you can consider it DONE.


Your CFO™

The numbers alone can only get you so far – sometimes you need CFO services. To make sure your financials are pointing in the right direction, outsource your CFO. Escalon’s FinOps allocates time with a seasoned CFO who has the expertise to make decisions that will take your business to the next level. Done.

Forecasting and Planning

Our advisory CFO services team provides financial forecasting and financial planning insights to determine how your business decisions will affect growth in the short and long term.

Management Reporting

As part of our outsourced CFO services, financial management consultants compile in-depth reports — key performance indicators, break-even points, unit economics, profitability — providing you with real-time financial reporting to make informed decisions with outsourced CFO services.

Board Presentations

With the detailed financial projections you’ll obtain through our CFO services, you can present your business’s financial state to your board with confidence, letting your numbers tell the story.

Strategic Management Analysis

Our financial analysis and financial health reporting tools, obtained when you outsource your CFO with us, give you the thought leadership and key performance indicators you need to identify whether your company is thriving or just surviving.


Our financial budgeting tools will help you accurately anticipate capital expenditures, cash flow and more so you can chart a course forward.

Financial Analysis

Our outsourced CFO services break down patterns and identify outliers with detailed financial analytics. We then leverage big data, through predictive financial analyses, to find the trends that will help or hurt your business.

Expenses Done™

Expenses that are left unorganized and neglected can throw your whole operation out of whack. Our financial services team will ensure that your bills, expense reports and credit cards are monitored and taken care of in a professional and timely manner. Done.


We provide accurate, timely payments for all recurring and nonrecurring bills. Our financial outsourcing services team provides verification and approval of bills from suppliers, making sure to reconcile them with services/goods receipts and purchase orders.

As part of our financial outsourcing services, our bill-paying services comprise:

  • Collating all bills that come from service providers and clients.
  • Keeping a detailed schedule of all payables.
  • Paying bills manually (check) or electronically.
  • Storing all bills electronically for easy access.
  • Delivering client reports on a regular basis.
  • Providing each client with their own private and secured fax number and email address to send invoices.
  • Furnishing complete year-end financial reports with assets and liabilities.
  • Disputing unwarranted charges.
  • Never needing to worry about your outsourced
  • financial services.

Expense Reporting

Our financial accounting services team manages your accounts payable entries, ensuring vendors and suppliers are paid on time. We also make sure your balance sheet stays on track and up to date

Credit Cards

We check your credit card statements to verify all transactions made through your corporate card are accurately reflected on your balance sheet, keeping financials secure as part of our outsourced financial services.

Revenue Done™

Without a steady inflow, your company can’t keep up the good work. We make sure invoicing, inflow and debts owed are paid to you in full. Done.


Our financial accounting services team
manages your accounts receivable entries and invoicing so you know who needs to pay and when, so you get what you’re owed when it’s due.

Cash Application & Planning

Our cash application specialists monitor your company’s cash inflow and maintain organized financial records. And we help you keep track of financial information with regular reports, which allow you to stay up to date on collection management if needed.


After verifying contact information and gathering details on a company that owes you money, we can effectively inform debt collectors on behalf of your business. Though we primarily call debtors to start, we also email, fax and mail a short demand letter, typically within one business day of the claim. Upon making contact, we try to find the reason behind the unpaid bills so we are better able to come up with a strategy to obtain payment, as quickly as possible.

Accounting Done™

Accounting is at the heart of any well-run company. Our accounting services make sure your books are in balance and error-free by taking care of everything from bank reconciliation and invoicing to cash flow management and year-end reporting. We also seamlessly integrate accounting and bookkeeping services into your preferred systems. All you have to do is review and approve. Done.

GL Management

Your general ledger is the keystone to generating and preparing accurate and timely financial records. Using monthly reconciliation and reviews of key accounts, as well as providing and implementing all recommended changes, our accounting outsourcing services team create an accurate account of your general ledgers. Our process often includes opening/closing accounting periods, recording accounting activities for the period’s end, accruals, adjustments and closeout. We then review and analyze the general ledger trial balance for abnormal and inappropriate balances or any discrepancies, at which point we take corrective actions. Our outsourced accounting services team also analyzes trial balance relationships and develops controls to ensure the integrity of financial statement data.


Our accounting services team scours your bank statement to confirm that your transactions align with your balance sheet, so you can avoid discrepancies, errors or fraud.

Budget Versus Actual

We provide an accurate assessment of how a company’s spending and revenue generation meet the financial forecasting projections to identify areas over or under budget, whether you can or should hire additional employees, or even shine light on a gross profit margin that isn’t in line with expectations. The report is prepared monthly and reviewed with financial statements to determine areas of the business that are not meeting expectations and require further investigation.


Stay informed on the health of your business through our outsourced financial services, which give you access to detailed financial reporting, including income statements and balance sheets, so you’re aware of transactions, cash flow and reconciliations.

C3-Company Command Center™

It is easier to stay on top of things when you have an eye on everything. From finances to benefits, we provide you with a dashboard that aggregates all of your providers and software platforms, so you know what’s going on in your business at all times. Done.


For decades, small- to mid-sized businesses without enterprise-level needs and resources had limited options for accounting software. But times have changed. There are now myriad software platform solutions that suit small- and mid-sized businesses without breaking the bank. We can work with your current platforms or help you source new ones perfect for your business. We then integrate them into our customizable Company Command Center that puts all of this critical information from across your business right at your fingertips.

Confident Compliance™

Escalon’s experienced accounting and bookkeeping teams have the expertise you need on federal regulations and statutory compliance requirements for complete confidence your records will be current and risk-free. Done.

Compliance Alerts

We provide you with tool alerts about upcoming requirements so you never miss mandatory business compliance filings. Submitting paperwork is as easy as clicking a button. And if you’ve already taken care of a filing, you can just as easily dismiss alerts.

Compliance Filings

We ensure filings are filed on time, accurately and conform with legal requirements.

Federal and State Sales Taxes

Our tax processing professionals oversee every aspect of your federal taxes, from preparing forms and schedules to unearthing the best deductions for your business to filing with ease. Our tax management professionals also ensure that your state taxes are filed with care and expertise, and that all forms and schedules comply with your state’s specific regulations. Our sales tax services help you understand state laws related to sales tax, which products are eligible, and how to implement sales tax so your business stays compliant with local regulations.

Sure Setup™

Keeping tabs on your company’s advisers and software providers can be onerous. We alleviate this pain before it starts. Our Sure Setup gathers everything into a single place and connects it to our proprietary platform, ensuring your people, our people and all of your systems are in total sync. Everything and everyone are now on the same page, making your job easier. Done.

Process Flows

Escalon is able to save you time and eliminate frustration by identifying and optimizing the flow of information among invoicing, accounts receivable, banks and other information sources. These flows are then connected to our proprietary technology platform that automates everything, increasing accuracy and reducing time that would otherwise be spent on such tasks.

Procedure Manuals

Once your workflows are up and running, we provide you with instructional information on what is being tracked and what needs to be done, and by whom.

Technology Setup

Once we have created an optimized collection of platforms and procedures, we work to make sure everything is working together, seamlessly, so your responsibilities are as minimal as possible.

We provide you with essential business services so you can focus on growth.