Your Trusted Finance Provider

With years of hands-on experience and a specialized team, Escalon Services is your trusted  partner in success. Our expertise, reliability, and commitment to quality set us apart. Clients  across diverse industries rely on us to efficiently manage their finance and accounting needs,  allowing them to focus on driving their business forward. 

Escalon has successfully guided thousands of clients through their growth stages, from startup  to eventual sale. With a “Diligence Ready” mindset, we empower our clients to leverage our  expertise, helping them reach the next level, regardless of their funding needs. Partnering with  Escalon gives you access to our extensive network of venture capitalists, bankers, lawyers, and  technology solution providers, ensuring your business has the connections it needs to thrive.

Escalon finance services by the numbers

0 +

Total Clients Served

0 +

Employees Managed

$ 0 B+

Dollars Managed

Unlock Your Business Potential with Our Financial Expertise

At Escalon Services, we empower your business with tailored outsourced financial solutions  designed for growth! Our expert team provides fractional CFO services, accounting, expense  management, and tax compliance, giving you reliable support for all your back-office needs at a  fraction of the cost. With our scalable solutions that expand with your company, you can focus  on seizing opportunities and driving growth, knowing that your finances are in capable hands.  Enjoy peace of mind as we manage the details, allowing you to reach new heights!

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.
Ready to talk?
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.
Ready to talk?
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.
Ready to talk?
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
Ready to talk?
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.
Ready to talk?
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.
Ready to talk?
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.
Ready to talk?

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!

Tap into the latest insights from experts in your industry

Leadership & Growth

CG Startups: How to Keep Costs Low While Scaling Operations 

Consumer Goods Startups: How to Keep Costs Low While Scaling Operations  Scaling a consumer goods startup requires a careful balancing...

Read More
Taxes

Delaware Annual Review: What Series A-C Startups Must Know to Stay Compliant 

Delaware Annual Review: What Series A-C Startups Must Know to Stay Compliant  For startups incorporated in Delaware, staying compliant is...

Read More
Taxes

Tax Planning for Startups: Preparing for Your First Tax Filing

Tax Planning for Startups: Preparing for Your First Tax Filing as a Growing Business  For many startups, the first major...

Read More
Taxes

Unlock Tax Savings with the R&D Tax Credit

As a startup, managing cash flow and minimizing expenses are critical to your business's survival and growth. One often-overlooked opportunity...

Read More
Accounting & Finance

1099 Compliance for Early Stage Startups

1099 Compliance for Early Stage Startups As your startup grows from seed funding to Series A, B, or C, you’ll...

Read More
Accounting & Finance

Meet the Experts at Escalon: Ankush Sharma

Welcome to our new series, Meet the Escalon Experts, where we introduce you to industry leaders shaping your business’s future....

Read More
Small Businesses

UPDATED: Understanding the Beneficial Ownership Information Filings

IMPORTANT UPDATE FOR THE NEW FEDERAL BOI FILING REQUIREMENTS The new federal Beneficial Ownership Information filing requirements are now on...

Read More
Small Businesses

The Ultimate Year-End Business Tax Planning Checklist

As the end of the year approaches, it's time for startups and small businesses to start thinking about tax season...

Read More
People Management & HR

7 Most Common Recruiting Challenges and How to Overcome Them

American motivational speaker Zig Ziglar famously said, “You don’t build a business—you build people—and then people build your business.” Recruitment...

Read More