Reduce Costs. Maximize Profits. Scale Seamlessly.

Our team helps private equity firms accelerate their turnaround time and widen their margins with on-demand accounting, finance and HR support services – tailored to your portfolio companies.

Services Tailored for Private Equity Firms and Their Portfolios

Whether you need full-time outsourced accounting services, Fractional CFO services or specialized planning and analysis, Escalon offers flexible solutions that scale with your business. Our services are designed to adapt to your needs, providing you with the right level of support at every stage of growth.

  • Bookkeeping: Keep your financial records accurate and up to date.
  • Financial Reporting: Gain clear, actionable insights into your business’s financial health.
  • Increased EBITDA: Error-free and easy-to-apply financial updates give your fund managers and firm leaders the information they need to build your portfolio businesses and remarkable revenue.
  • Compliance: Conquer changing regulatory requirements and shifting investor expectations with streamlined compliance for your firm and your portfolio companies.
  • Audit-Ready: You will be audit-ready with our audit-enabled technology and powerful workflows collect, and leverage, real-time data for continuous improvement. We’ll crunch the numbers so you can review and approve.
  • Process Documentations: Get your existing processes and policies documented for audits, fundraise and management overview.
  • Staff Augmentation: Provide additional help to your staff to help them catch up on backlog, audit support, clean up, system migration.
  • System Migration: Are you thinking of moving from QuickBooks to NetSuite, SAGE or MS Dynamics? Our team of Controllers can work with your implementation vendor and drive the project through completion.
  • Automate Your Process: Still processing vendor and employee expenses manually? Our team can automate and implement leading AP management and T&E application without compromising on internal controls.
  • GAAP Reporting: Whether it is conversion from cash basis to accrual basis of accounting, creating deferred revenue waterfall, lease accounting, setting up standard cost or consolidating financials for multiple entities, our team of accountants and controllers are there to help.
Ready to talk?
  • 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.
Ready to talk?
  • 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.
Ready to talk?
  • 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.
Ready to talk?

No matter your industry, portfolio mix, or growth stage, Escalon’s finance, HR, payroll and tax services can help you scale your business from close to exit – with stronger revenue and compliance.

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

“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

Escalon has been a valued partner across several of our businesses, as we’ve scaled, they have been instrumental in helping us sustain the growth and build financial functions. I’d happily recommend their services for any startup, or growing company in and around entertainment!
Benji Madden

Benji Madden

Co-Founder of Veeps

“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.”
20

Andrea Loubier

CEO of Mailbird

“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

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

Chris Hill

Global controller, Sectigo

Learn about Escalon’s growth engine

The growth engine works together to integrate, automate and coordinate your back-office task to free up time in your day so you can focus on what matters most.

Our People

  • Industry-experienced Controllers
  • Dedicated private equity team
  • Specialized accountants with private equity experience.

Our Process

  • Tested private equity templates
  • Quality assured
  • Workflows and standard operating procedures

Our Technology

  • Designed to scale
  • Intelligent automation
  • Flexible architecture
  • Built for private equity

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

When it comes to managing your finance and accounting needs, don’t settle for less. Choose Escalon Services – the partner that helps private equity firms and their portfolio companies thrive by taking care of the essentials, so you can focus on growth. Contact us today to learn how we can help you scale seamlessly and achieve results.

  • Trusted Expertise

    Our team of specialized professionals understand the unique challenges faced by private equity firms and their portfolio companies. We are not just another service provider; we are your partners in success.

  • Reliability

    With Escalon, you eliminate the burden of hiring, retraining finance professionals and dealing with unexpected absences. Our team provides consistent, high-quality service, so you never have to worry about gaps in your financial management.

  • Scalable Solutions

    Our services are designed to grow with your organization. Whether you’re just starting out or a large, established entity, we provide scalable solutions that adapt to your needs.

Contact Us Today!

Tap into the latest insights from experts in your industry

Leadership & Growth

How to Build Leadership Pipelines to Sustain Growth 

Growth often hinges on capable leadership at every level. Yet many medium-sized businesses focus on filling immediate management vacancies rather...

Read More
uncategorized

How to Avoid Operational Bottlenecks When Scaling Beyond $10M ARR 

Reaching $10 million in Annual Recurring Revenue (ARR) is a major milestone, but scaling further brings new operational hurdles. From...

Read More
Press Releases

Escalon Achieves SOC 2 Type II Compliance

April 30, 2025– Escalon Services, a leading provider of back-office solutions for startups and SMBs, proudly announces that it has...

Read More
People Management & HR

From 25 to 100 Employees: The HR Systems You Need to Stay Compliant

Moving from 25 employees to 100 is a tipping point for many businesses. What worked with a lean, close-knit team...

Read More
uncategorized

Compensation Strategies for Medium-Sized Businesses: How to Stay Competitive

Compensation isn’t just about paying people to show up and do work; it’s a strategic tool that can attract top...

Read More
Accounting & Finance

Common Accounting Mistakes That Cost Medium-Sized Businesses Millions 

Accurate accounting is the bedrock of any successful business operation. Yet, medium-sized businesses—those that have grown beyond the small-business stage...

Read More
Taxes

1099 vs. W-2: How to Ensure Compliance and Reduce Risk 

Distinguishing between independent contractors (1099) and employees (W-2) is a pivotal compliance matter for U.S. businesses. Misclassification can result in...

Read More
Accounting & Finance

Capital Raising in Spring: How to Position Your Startup for Investor Interest

Spring symbolizes renewal, making it an apt metaphor for startups aiming to secure fresh capital to fuel their next growth...

Read More
uncategorized

Spring Clean Your Payroll: Essential HR Best Practices for Scaling Startups

Payroll is more than just issuing paychecks—it’s a complex, high-stakes process that can significantly impact employee satisfaction, legal compliance, and...

Read More