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Bookkeeping

Escalon Services

Escalon provides outsourced finance, HR, and tax operations to growing companies as a single engagement rather than three separate vendors. Its clients are typically founder-led businesses past the early stage but not yet large enough for in-house finance and HR departments, a range the firm describes as roughly $1M to $50M in revenue.

Financial operations cover bookkeeping, general ledger management, reconciliations, month-end close, GAAP financial statements, budget-versus-actual reporting, forecasting and budgeting, management reporting, and board presentations, with fractional CFO support on top. Audit readiness is part of the work at higher service levels, including ASC 606 revenue recognition, ASC 718 stock compensation, schedule preparation, and dealing directly with the audit firm.

People operations cover recruitment and onboarding, payroll including multi-state payroll and state registrations, benefits, HR compliance and record-keeping for I-9s, W-2s, and 1099s, and PEO co-employment arrangements that shift HR liability and payroll tax. Tax operations cover annual federal and state income tax filings, state and local taxes including franchise, sales, use, employment, and property tax, sales tax nexus monitoring, and R&D credit claims.

Escalon says it has served more than 20,000 organizations since 2006, manages over $1B in operational financial activity and 5,000+ workforce systems, and is a five-time Inc. 5000 honoree. Pricing is custom, scoped to revenue band and the mix of services, and the company says it does not publish tiers. Contact details on the site are connect@escalon.services and (800) 956-8019.

Best for

Founder-led companies roughly between $1M and $50M in revenue that want accounting, payroll and HR compliance, and tax filings from one outsourced team. Businesses that need only bookkeeping would be buying more than they use.

What they do

  • Outsourced bookkeeping and monthly close
  • GAAP financial statements and board reporting
  • Fractional CFO services
  • Audit readiness including ASC 606 and ASC 718
  • Payroll, including multi-state payroll
  • Benefits administration and HR compliance
  • PEO co-employment solutions
  • Federal and state income tax filings
  • State and local tax and sales tax nexus monitoring
  • R&D tax credit claims

Details

AttributeValue
Founded2006

What stands out

  • Says it has served more than 20,000 organizations since 2006.
  • Reports over $1B in operational financial activity managed and 5,000+ workforce systems managed.
  • A five-time Inc. 5000 honoree.
  • Delivers finance, HR, and tax as one engagement with a single U.S.-led team rather than three vendors.