Escalon Services: Your Partner in Growth

Let Escalon handle your back-office tasks, so you can focus on achieving your business dreams.

We understand that as a business owner, your primary focus should be on achieving your dreams and growing your company. That’s why we offer comprehensive outsourced services that take care of your back-office needs, allowing you to concentrate on what truly matters. From finance and accounting to HR and tax services, we provide the expertise you need without the burden of hiring, training and retaining in-house staff. Let us handle the details, so you can focus on your business goals.

Escalon outsourced finance, HR and tax services team

Services Tailored for Your Business

Financial Operations

Offering a comprehensive suite of outsourced financial services tailored to your business’s unique needs. From CFO services to expense management and tax compliance, we provide the expertise and reliability your business needs to thrive.

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HR Operations

Offering a full suite of HR services designed to support business in diverse industries. This includes access to all your HR platforms and processes from one platform.

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Tax Operations

At Escalon, we don’t just take over your tax tasks – we become your partner in success. We’re dedicated to helping you reach your business goals by handling the day-to-day tax challenges, so you can focus on the bigger picture.

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Get Started with
Escalon Today

Are you ready to take the next step in growing your business? Let Escalon Services be your go-to partner for all your financial, HR and tax needs. Contact us today to learn more about how our comprehensive services can support your business growth goals.

We have industry specialization

From startups to established enterprises, Escalon serves a diverse range of clients across various industries. Whether you’re in SaaS, consumer goods, life sciences, media, entertainment or any other sector, our seamlessly scalable solutions meet you where you are and propel you forward. Let’s talk about your industry and how we can support your business.

Consumer Goods
Life Sciences
SaaS
Media and Entertainment
Private equity
Not-for-Profits
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Learn More About Each Service Offering

Our services include outsourced CFO and accounting, tax compliance, HR management, recruiting, payroll and employee benefits. We provide expert guidance on reliable support, allowing you to focus on growing your business while we handle the complexities of back-office operations, ensuring your financial and HR processes are efficient, compliant and scalable.

With years of hands-on experience and a team of specialized professionals, Escalon Services is more than just a service provider – we are your trusted partner. We bring expertise, reliability and a commitment to quality that sets us apart. Our clients across diverse industries rely on us to manage their finance and accounting needs efficiently, giving them peace of mind and the freedom to concentrate on their core operations.

Outsourced CFO

Our outsourced CFO services offer high-level financial expertise without the cost of hiring a full-time CFO. Our seasoned financial experts provide guidance on financial forecasting & planning, management reporting, board presentations, strategic management analysis and budgeting & financial analysis. These services are tailored to your organization to support your company in strategic decision-making and financial planning, helping you navigate complex financial landscapes effectively.

Accounting

Our outsourced accounting service provides comprehensive support for all your business accounting needs, from daily bookkeeping to year-end reporting. Key services include general ledger management, reconciliation services and budget vs. actual reporting. These services ensure your financial records are accurate, up-to-date and aligned with your business goals.

Expense Management

Our outsourced expense management services take the stress out of managing expenses for your business. Key services include bill management, expense reporting and credit card monitoring. These services simplify your expense management, allowing you to focus on running your business while we handle the details.

Accounts Receivable

Our outsourced accounts receivable services are designed to optimize your cash flow, ensuring you get paid on time, every time. Key services include invoicing & cash application and collections. These services help maintain steady cash flow, allowing you to focus on growing your business while we ensure timely payments.

When you choose Escalon Services, you’re not just hiring an HR Provider – you’re gaining a partner dedicated to your success. We take over the critical yet time-consuming tasks of HR management, freeing you to focus on growing your business. Let us handle the details so you can concentrate on what matters most – achieving your business dreams.

Fractional HR

We offer comprehensive outsourced HR services designed to support business owners in managing their workforce effectively. Our services include employee handbook and HR policies, onboarding, offboarding, compliance, background checks, employee relations and compensation benchmarking and performance management. These services are tailored for your organization to help you focus on growing our business while we handle the complexities of HR management.

Recruiting

We provide comprehensive outsourced recruiting services to help you secure the best talent quickly and efficiently. Our recruiting services include setup, sourcing candidates, screening candidates, scheduling interviews and finalizing the offer to the best candidate. These services are designed to save you time and effort while ensuring you find the right candidate for your business.

Payroll

We offer outsourced payroll services tailored to streamline your business operations. Our services include taxes and compliance, accounting integration and payroll deposits. These services are designed to simplify your payroll process, so you can focus on running your business without worrying about payroll complexities.

Benefits

We offer outsourced employee benefits services designed to simplify benefits management for your business. Our services include employee benefits assistance and planning, deductions management and carrier liaison. We also help navigate federal and local insurance HR compliance laws, ensuring your employees are covered appropriately. Our services are tailored to provide the best benefits packages for your business and employees.

Sure Setup

Our Sure Setup service offers a comprehensive, one-platform solution for outsourced employee benefits management. We start by reviewing your current processes, offering recommendations based on industry best practices and assisting with implementation. Once processes are in place, we help develop a detailed procedure manual to ensure smooth HR operations. Additionally, we handle the full technology setup, ensuring all systems are properly configured and running seamlessly. Sure Setup streamlines your employee benefits management, providing a cohesive and efficient platform for your business.

When you hire Escalon Services, you’re not just getting a tax advisor – you’re gaining a trusted partner. We take pride in producing quality work backed by years of hands-on experience and specialized professionals who are committed to helping you achieve your dreams. We understand the nuance of tax laws and regulations, and we’re here to navigate the complexities on your behalf, so you can focus on what matters most, growing your business.

Tax Compliance

Stay compliant with federal and state tax regulations with our fixed-fee service. We handle all your income tax filings, ensuring accuracy and efficiency. With our deep industry knowledge, we help you avoid potential pitfalls and make informed decisions.

R&D Tax Credits

Innovating comes with its rewards. We help you secure valuable R&D tax credits, potentially saving your business up to $500,000. Our thorough R&D Tax Study ensures you claim what you’re entitled to, reducing costs and accelerating your growth.

State & Local Tax (SALT)

Managing state and local tax requirements can be overwhelming. Our experienced professionals provide the guidance you need to navigate these complexities, ensuring accurate sales tax compliance and quicker returns on investment.

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

★★★★★
“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.”
Andrea Loubier Andrea Loubier CEO of Mailbird
★★★★★
“Working with Escalon makes me feel confident. It frees up my time and allows me to focus on the daily operations of my business.”
Anna Gannon Anna Gannon Founder & Investor of Curbicus
★★★★★
“The biggest benefits are allowing me to focus on my business. It has taken away the issues of having to deal with an invoice, or having to deal with expenses. It honestly takes so much pressure off of me to be able to focus on me growing a business rather than me focusing on the expense side. That has been the biggest help for me.”
Barton Sidles Barton Sidles Director of Corporate and Business Development
From our blog

Insights from the Escalon Team

Practical guidance on finance, tax, and scaling — straight from the experts who do this every day.

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How a CFO Can Help You Prepare for a Series B Raise

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Why Cash Flow Forecasting Is More Important Than Your P&L

Revenue and EBITDA feel like the headline numbers — but a forward-looking cash forecast is the statement that determines whether your company survives the next squeeze.

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