Our business offerings

Our advisory CFO services team provides financial forecasting and financial planning insights to determine how your business decisions will affect growth in the short and long term.

As part of our outsourced CFO services, financial management consultants compile in-depth reports — key performance indicators, break-even points, unit economics, profitability — providing you with real-time financial reporting to make informed decisions with outsourced CFO services.

With the detailed financial projections you’ll obtain through our CFO services, you can present your business’s financial state to your board with confidence, letting your numbers tell the story.

Our financial analysis and financial health reporting tools, obtained when you outsource your CFO with us, give you the thought leadership and key performance indicators you need to identify whether your company is thriving or just surviving.

Our financial budgeting tools will help you accurately anticipate capital expenditures, cash flow and more so you can chart a course forward.

Our outsourced CFO services break down patterns and identify outliers with detailed financial analytics. We then leverage big data, through predictive financial analyses, to find the trends that will help or hurt your business.

We provide accurate, timely payments for all recurring and nonrecurring bills. Our financial outsourcing services team provides verification and approval of bills from suppliers, making sure to reconcile them with services/goods receipts and purchase orders.

As part of our financial outsourcing services, our bill-paying services comprise:

• • Collating all bills that come from service providers and clients.
  • Keeping a detailed schedule of all payables.
  • Paying bills manually (check) or electronically.
  • Storing all bills electronically for easy access.
  • Delivering client reports on a regular basis.
  • Providing each client with their own private and secured fax number and email address to send invoices.
  • Furnishing complete year-end financial reports with assets and liabilities.
  • Disputing unwarranted charges.
  • Never needing to worry about your outsourced financial services.

Our financial accounting services team manages your accounts payable entries, ensuring vendors and suppliers are paid on time. We also make sure your balance sheet stays on track and up to date

We check your credit card statements to verify all transactions made through your corporate card are accurately reflected on your balance sheet, keeping financials secure as part of our outsourced financial services.

Your general ledger is the keystone to generating and preparing accurate and timely financial records. Using monthly reconciliation and reviews of key accounts, as well as providing and implementing all recommended changes, our accounting outsourcing services team create an accurate account of your general ledgers. Our process often includes opening/closing accounting periods, recording accounting activities for the period’s end, accruals, adjustments and closeout. We then review and analyze the general ledger trial balance for abnormal and inappropriate balances or any discrepancies, at which point we take corrective actions. Our outsourced accounting services team also analyzes trial balance relationships and develops controls to ensure the integrity of financial statement data.

Our accounting services team scours your bank statement to confirm that your transactions align with your balance sheet, so you can avoid discrepancies, errors or fraud.

We provide an accurate assessment of how a company’s spending and revenue generation meet the financial forecasting projections to identify areas over or under budget, whether you can or should hire additional employees, or even shine light on a gross profit margin that isn’t in line with expectations. The report is prepared monthly and reviewed with financial statements to determine areas of the business that are not meeting expectations and require further investigation.

Stay informed on the health of your business through our outsourced financial services, which give you access to detailed financial reporting, including income statements and balance sheets, so you’re aware of transactions, cash flow and reconciliations.

For decades, small- to mid-sized businesses without enterprise-level needs and resources had limited options for accounting software. But times have changed. There are now myriad software platform solutions that suit small- and mid-sized businesses without breaking the bank. We can work with your current platforms or help you source new ones perfect for your business. We then integrate them into our customizable Company Command Center that puts all of this critical information from across your business right at your fingertips.

We provide you with tool alerts about upcoming requirements so you never miss mandatory business compliance filings. Submitting paperwork is as easy as clicking a button. And if you’ve already taken care of a filing, you can just as easily dismiss alerts.

We ensure filings are filed on time, accurately and conform with legal requirements.

Our tax processing professionals oversee every aspect of your federal taxes, from preparing forms and schedules to unearthing the best deductions for your business to filing with ease. Our tax management professionals also ensure that your state taxes are filed with care and expertise, and that all forms and schedules comply with your state’s specific regulations. Our sales tax services help you understand state laws related to sales tax, which products are eligible, and how to implement sales tax so your business stays compliant with local regulations.

The R&D tax credit, which doubled under the Inflation Reduction Act, lets businesses receive cash back for a portion of qualifying expenditures. Our R&D study identifies your company’s qualified activities and related qualified research expenditures to maximize your research and development credit.

Escalon is able to save you time and eliminate frustration by identifying and optimizing the flow of information among invoicing, accounts receivable, banks and other information sources. These flows are then connected to our proprietary technology platform that automates everything, increasing accuracy and reducing time that would otherwise be spent on such tasks.

Once your workflows are up and running, we provide you with instructional information on what is being tracked and what needs to be done, and by whom.

Once we have created an optimized collection of platforms and procedures, we work to make sure everything is working together, seamlessly, so your responsibilities are as minimal as possible.

No more forgotten forms or signatures. We keep track of employee I-9s, W-2s and 1099s, making sure they’re signed and stored appropriately. We also stay on top of changing tax laws, making the needed adjustments and calculations so you never miss a beat.

All payments are deposited on time and in the correct amount. By automating this simple yet vital task, we make sure there are fewer mistakes and that you spend less time getting your employees their paychecks.

We will integrate your payroll with your accounting software to ensure all payroll expenses flow through to your books and are accounted for properly and in a timely manner.

Together we create an employee handbook that new and current employees can reference for all things HR. Each company employs different policies and values, so we work closely with you to make sure your employees have a resource for this information.

When you decide to part ways with an employee, the offboarding process can be nearly as important as the onboarding process. We make sure that forms are taken care of, responsibilities are redirected appropriately and exit interviews are conducted when needed.

Once hired, every member of your staff should know and follow all of your company’s policies and procedures. This can often be a grueling task for your HR department. We help set up systems that streamline this entire process so things run smoother.

You can never be too careful when learning about potential or even existing employees. We provide you with the resources to do thorough background checks so you can make sure you’re working with the person they claim to be.

Our experienced team of human resource professionals work on your behalf to make sure the relationship between your company and your employees is clear, positive and productive.

Knowing how much to compensate employees is critical in managing profitability and retaining top, valuable talent. That’s never been more true than in today’s hiring environment. Our in-depth compensation rate research gives you the data needed to make sure you’re paying the right people the right amount. We also help provide ongoing performance management so that your employees are delivering at the top of their game.

As part of our employee benefit management services, we’ll build and maintain your online benefits portal so your employees can easily enroll and get answers to their benefits questions.
Keep your employees informed on benefits changes, open enrollment periods and more with a solid communication roadmap that our team can design for you.

Our done-for-you benefits services cover all aspects of employee benefits management, from discovering the best plans for your business to making sure payroll deductions are done accurately.

Our employee benefits solutions can assist your business in processing employee claims, advise you on insurance policy options and ensure that you have the right coverage to protect staff. Plus, we’ll coordinate with your various employee benefits providers and oversee aspects ranging from employee health insurance to life insurance, disability and more.
Our done-for-you benefits management services provide you with the right packages for your business, investment strategies, and more to fit your employees’ needs. We also act as a resource for federal and local insurance and HR compliance laws, making sure your employees are covered in the right way.

We review all of your current processes and provide recommendations based on best practices for your industry. We will then help you implement the finalized processes.

Once the processes are in place, we’ll help you develop a full procedure manual to ensure smoother HR operations for both your organization and your employees.

We make sure all of your systems are set up properly and running seamlessly.