Accounting & Finance Services for Private Equity

Services That Grow With Your Business

Whether you are just getting started or already established, our services adjust to fit your goals. We offer customized packages built around your needs, so you get the right support at the right time.

Financial Reporting: Gain clear, actionable insights into your business’s financial health.
Bookkeeping: Keep your financial records accurate and up-to-date.
Cash management: Manage your cash flow, maximize your cash runway and plan for a profitable future.
Deal-ready: GAAP-compliance; audit readiness and due diligence support available

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HR and Payroll: Our solutions streamline your HR processes, ensuring accuracy and efficiency in payroll management, benefits administration and compliance.
Employee Handbook: Our team of HRBPs review, update and create handbooks for states where you have employee nexus to avoid any gray areas while staying compliant with the state laws.
Compliance: We conduct thorough audits, implement best practices and provide ongoing monitoring to protect you from costly fines and legal issues.
Recruiting: We help you attract, onboard, retain and reward your top talent all while building the KPIs you need most.
Benefits: We manage the administration of employee benefits, ensuring your team receives the support they need. Our experts help you design benefits programs that attract and retain top talent.

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Strategic Financial Planning: Develop and implement strategies to drive growth, profitability and avoid costly missteps along the way.
Cash Flow Management: Optimize your cash flow to support your sustainable business operations.
Process Streamlining: Achieve maximum cost efficiency and productivity with process recommendations and technology road-mapping for every department and team.
Transaction Guidance: Navigate closings and exits – from due diligence to post-deal transaction services agreements – with comprehensive support throughout every stage of the transaction lifecycle.

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Tax planning: Our experienced professionals provide tailored strategies to minimize your tax liabilities and ensure compliance.
Tax compliance: We take care of state notices, due diligence and compliance errors with confidence.
R&D Tax Credits: Innovating comes with its rewards. We help you secure valuable R&D tax credits. Our thorough R&D Tax Study ensures you claim what you’re entitled to, reducing costs and accelerating your growth.
SALT: Managing state and local tax requirements can be overwhelming for your PE Portfolio Companies. Our experienced professionals provide the guidance you need to navigate these complexities, ensuring accurate sales tax compliance and quicker returns on investment.
Sales & Use Tax: Whether it is nexus study, registration in various states, filing sales & use tax returns or supporting audits, our Sales Tax Team can manage the function and mitigate your exposure to sales tax related interest & penalties.

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

“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.”

Christiana Chen

CEO of Pathover

“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.”

Eugenio Garcia

CFO and Ricardo Garcia, Controller of Innit

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.

Bill Brownie

CFO of Eargo

Talk to our team today to learn how Escalon can help take your company to the next level

Don’t let finance and other administrative functions overwhelm you. Partner with Escalon for fractional accounting, HR and CFO services that deliver results. Contact us today to learn more about how we can support your business.

Trusted Advisor

We build long-term partnerships, guiding you through every stage of your business.
Quality Work

Our team is dedicated to providing accurate, timely and insightful financial services.
Hands-on Experience

Our professionals have extensive experience in the consumer goods industry, ensuring relevant and effective support.
Scalable Solutions

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

Contact Us Today!

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