Our business offerings

Too often, the “back office” goes on the back burner. These business services are not profit centers or noisemakers. They don’t land companies on the cover of magazines. But they are essential. Escalon makes sure these essential business services are running like clockwork and off your plate. So you can have more time back in your day on delivering value to clients and moving your company forward.

FinOps Done™

We Don’t Just Take Care Of Your Finances, We Optimize Them

PeopleOps Done™

We Help You Get The Most Out Of Your People While Helping Them Get The Most Out Of Working For You.

Risk Done™

Our Business Insurance Services Make Sure You’re Covered When You Need It — And Even When You Don’t.

FinOps Done™

As A Small- Or Medium-Sized Business, A Thorough Understanding Of Your Company’s Financial State Is Crucial For Growth. Finops Done Puts Everything You Need To Be Confident About Your Business’ Financial Picture Into An All-In-One Package. From Tech-Driven Processes That Cut Time, Energy And Mistakes From The Minutiae Of Billing To Experienced Cfos Who Deliver Knowledgeable And Strategic Guidance, Escalon Delivers It All So You Can Consider It DONE.

Your CFO™

The numbers alone can only get you so far. To make sure your financials are pointing you in the right direction, Escalon’s finops allocates time with a seasoned CFO who has the experience and insight necessary to make smart, informed decisions that will take your business to the next level. Done.

Forecasting and Planning

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.

Management Reporting

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.

Board Presentations

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.

Strategic Management Analysis

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.

Financial Analysis

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.

Expenses Done™

Expenses that are left unorganized and neglected can throw your whole operation out of whack. Our financial services team will ensure that your bills, expense reports and credit cards are monitored and taken care of in a professional and timely manner. Done.


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.
Expense Reporting

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

Credit Cards

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.

Accounting Done™

Accounting is at the heart of any well-run company. Our accounting services make sure your books are in balance and error-free by taking care of everything from bank reconciliation and invoicing to cash flow management and year-end reporting. We also seamlessly integrate accounting and bookkeeping services into your preferred systems. All you have to do is review and approve. Done.

GL Management

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.

Budget Versus Actual

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.

C3-Company Command Center™

It is easier to stay on top of things when you have an eye on everything. From finances to benefits, we provide you with a dashboard that aggregates all of your providers and software platforms, so you know what’s going on in your business at all times. Done.


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.

Confident Compliance™

Escalon’s experienced accounting and bookkeeping teams have the expertise you need on federal regulations and statutory compliance requirements for complete confidence your records will be current and risk-free. Done.

Compliance Alerts

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.

Compliance Filings

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

Federal and State Sales Taxes

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.

R&D Tax Credit Studies

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.

Sure Setup™

Keeping tabs on your company’s advisers and software providers can be onerous. We alleviate this pain before it starts. Our Sure Setup gathers everything into a single place and connects it to our proprietary platform, ensuring your people, our people and all of your systems are in total sync. Everything and everyone are now on the same page, making your job easier. Done.

Process Flows

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.

Procedure Manuals

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.

Technology Setup

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.

PeopleOps Done™

As A Small- Or Medium-Sized Business, A Thorough Understanding Of Your Company’s Financial State Is Crucial For Growth. Finops Done Puts Everything You Need To Be Confident About Your Business’ Financial Picture Into An All-In-One Package. From Tech-Driven Processes That Cut Time, Energy And Mistakes From The Minutiae Of Billing To Experienced Cfos Who Deliver Knowledgeable And Strategic Guidance, Escalon Delivers It All So You Can Consider It DONE.

Your HR Partner™

Escalon gives you and your employees a comprehensive, one-and-done platform. Protect them through our benefits management oversight. Get them paid on time, and provide them the tools and training they need to excel. We’ll keep you compliant with changing wage and labor laws and supply you with thorough, data-driven HR reports. Done.

Recruiting Done™

Attract top talent with our start-to-finish recruitment support services, a powerful alternative to contingent or retained search, which can cost as much as 32% of the employees’ first year salary. Escalon’s Recruiting Done provides recruiting process management and administrative support for a fixed, flat fee. Escalon can either work side-by-side with your staff to find the right candidate or own the entire hiring process. Our experienced team of recruiters will draft job descriptions, source candidates, conduct phone screenings, schedule interviews and coordinate travel logistics as needed. No more wasted time dealing with the consequences of unsuitable candidates and inaccurate job descriptions. Escalon’s Recruiting Done services will reduce your cost per hire and time to hire, all while enhancing the overall recruiting experience for both candidates and hiring managers. Done.

Payroll Done™

Let our payroll management take care of the details of time reporting, taxes/other deductions, direct deposit and more, ensuring your people get paid accurately and on time. Done.

Taxes and Compliance

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.

Deposit Time

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.

Accounting Integration

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.

HR Done™

Our HR consulting team works with you to compile policies, introductions, expectations, onboarding guidance, contact information and more into a go-to guide for your business. We can create an essential online human resources hub for your employees — benefits enrollment, time reporting, career development resources and more — customized to your evolving business needs. Our HR consulting professionals not only help acclimate new employees into their roles and duties, but also facilitate job changes and exits to make sure outgoing employees leave on good terms. Done.

Employee Handbook and HR Policies

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.

Background Checks

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.

Employee Relations

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.

Compensation Benchmarking & Performance Management

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.

Benefits Done™

Health insurance, flexible spending accounts, paid leave, tuition reimbursement — these are just a few of the benefits you can provide to your employees to keep them protected and engaged. We’ll take care of your employees’ basic needs so you can have a thriving, productive workforce. And if we are the broker of record, we act as the single point of contact for all carriers. Done.

White Glove Employee Benefits Assistance& Planning

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.

Deductions Management

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.

Carrier Liaison

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.

Sure Setup™

Missing a beat with your payroll, benefits or other human resource obligations is not an option. Our Sure Setup ensures all of your people, platforms and processes are integrated and ready to go at day one.


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.

Procedure Manual

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.

Technology Setup

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

Risk Done™

You’ve worked hard to build your business. escalon enables you to protect it with our extensive commercial insurance knowledge and legal expertise. Stay ahead of shifting requirements for workers’ compensation and malpractice claims, and get peace of mind from knowing you’re consistently protected from lawsuits. escalon does it all with one place to call so that you can save time while we take care of it. Done.

General Liability

We can advise you on how general liability insurance can protect you from claims, including personal injury, property damage, medical costs and more, so your business is thoroughly protected.


Employee-related lawsuits can quickly derail your company’s growth. That’s where EPLI comes in. This insurance protects businesses from claims made by employees against employers, pertaining to their legal rights. We help get you coverage for claims that allege discrimination (based on sex, race, age or disabilty), wrongful termination, harassment and other employee-realted situations. It is vital to be covered in the case of wrongful employment liability, including wrongful termination, breach of contract, discrimination and any number of issues.

Errors & Omissions / Directors & Officers

Ensure coverage for unexpected malpractice claims with the right business liability insurance, either in the form of Errors and Omissions (E&O) insurance or Directors and Officers (D&O) insurance.

Cyber Liability

Protect your business and its revenue from data breaches, impersonation, system security failure and forgery by implementing the best cyber liability insurance for your business.

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We take care

Our benefits are crafted with you in mind because you matter to us!

Medical insurance
Accidental life insurance: Sum insured is 25L
Professional development reimbursement: Upto 200$ for relevant courses
Gym membership on co-pay basis
Meal cards to manage your taxes efficiently
In-house wellness coach
Robust rewards and recognition