Escale Business Solutions

Our process starts with an initial call or consultation to introduce ourselves and learn more about the client.

If this is a good fit, we will provide a proposal outlining the deliverables to the client, as well as pricing - we will present this proposal and answer any questions.

Once the proposal is accepted and signed, we will have our first onboarding meeting, where we get access to al of your accounts, ask detailed questions, and answer any detailed questions you may have.

We also establish a good workflow that works for you regarding any deliverables.

After onboarding, we get to work with cleaning up/optimizing your financials, coding, reconciling, etc.

For CFO level clients, this is where the magic begins - we start building forward looking models to help you make good decisons, and see around the bend, so your business is best positioned to take take advantage of every opportunity.

During the first two to three months, we schedule monthly calls to walk you through your financials, get feedback, and be highly communicative with you about anything that is on your mind.

We also work closely with your tax CPA to provide updated financials as often as needed so they are kept up to date with any changes in your business.

I've worked in the accounting field for over 12 years - starting with public accounting, portfolio accounting, and most recently running a large accouting department of a local CPA firm and worked with over 100 small and medium size businesses at all levels of growth.

I've also been a CPA for over 9 years.

My work experience has exposed me to countless business scenarios, transactions, technology and automations. Through a lot of trial and error we developed the best practices we use today to help our clients get clarity and grow their business.

We offer reccuring monthly pricing for our ongoing clients, and project based pricing for one time projects. With rare exceptions, we do not bill by the hour.

We find that this gives our clients more transparency and predictability on a monthly basis.

While working in public accounting as well as in house accounting for several large companies, I noticed that smaller companies did not have access to the same high level of technical expertise as larger companies with internal accounting and finance departments.

I started this company with the fundamental belief that small and medium sized businesses deserve better. With the right technology tools, we can offer a large array of accounting and finance services, tailored to small and medium sized businesses at accessible price points.

I've worked with customers of all shapes and sizes.

Some of the industries I've worked with are media and advertising, transportation, ride share, education, service level businesses, technology, retailers and restaurants.

Since I worked with such a large variety of businesses, I've been able to narrow down some of the best solutions, automations, integrations and technology that works best for our customers and helps them scale and grow their business.

A recent project I worked on was moving a business with very manual billing, bill pay and reconciliation practices from Quickbooks Desktop to QBO, adding dimension to their accounting and automating its workflows.

The close time for this business was well over two months, so the business owners did not have the visibility into how they did the previous month, until 60 days later.

Along with my team, I was able to clean up and make current their financials, then transition them to a cloud based software and start integrating their CRM, their payroll bill pay, receipt capture and design a robust close schedule.

Additionally, we added 3 dimensions to their financials, so the business could zoom in on certain segments of the business effortlessly. The result was an 8 business day close with unprecedented clarity and detail, which allowed the business to focus on growth and start scaling at a rapid rate.

This project took about 3 months to fully achieve, but the results were well worth the effort.

While not every project will be this complex, we are able to advise and tackle all types and sizes or projects in order to best position you to grow your company and leapfrog your competition.

Look for someone that wants to partner and spend the time and effort to know your business.

Think about your goals and your long term plans for yourself and your business.

Talk through those plans with your pro so you can craft the right strategy and approach as you move forwrad.