Trusted by 100+ businesses since 2012

All Books & Finances Handled In Less Than 30 Days

Built for $1M–$10M revenue businesses. We combine expert talent, proven workflows, and best-in-class tools to take finance off your plate.

Free Consultation

Get clarity, even if we’re not a fit.

 

98% Client Retention – We're Here for the Long Term

 

Behind on books, buried in admin, or unclear on margins?

✖️ Still involved in day-to-day financial tasks like invoicing, payroll, or chasing receipts

✖️ Books are weeks (or months) behind

✖️ Reports lack key info and are always late, making it hard to plan ahead

✖️ No one’s following up on AR, and revenue recognition isn’t being done

 

Get All Financial Ops Off Your Plate

✔ Day-to-day finances fully handled by your dedicated finance team

✔ Custom reports and dashboards that track the metrics that matter

✔ Always up-to-date, reconciled books—ready for tax season and board meetings

✔ Invoices tracked, AR followed up on, and revenue properly recognized

 Your First 30 Days with Scalability

Let’s figure out your biggest financial pain point, and start solving it this week.

 Proven Client Results

 

Client Case Study Highlights

Mark’s Story - CEO no longer touches invoicing, books, or payroll

✔ Enterprise PO workflows managed

✔ Books always up-to-date

✔ Fully offloaded back office

“Scalability could’ve been hired just to handle one enterprise client, but they handled everything.”
— Mark Christie, CEO
 

Scott’s Story - Set up to scale from Day 1

✔ Clear, organized finances year-round

✔ Stress-free year-end

✔ A strong financial system built to support growth into new regions

“Scalability catches issues before I do, which is a relief. It’s seamless, it’s easy.”
— Scott Ely, Owner
 

Leaside - From Paper-Based to Fully Digitized Finances

✔ Helped complete 5 years of audits in under 2 years

✔ Digitized all financial processes

✔ Ongoing controller support for long-term success

“Scalability has been my right-hand financial partner.”
— Jennifer Smith, Director of Business & Finance
 

 FAQ

  • We work best with businesses doing between $1M–$10M in annual revenue, especially those growing quickly or struggling to keep up with their financial admin. If you’re earlier-stage but growing fast, we’re still happy to chat.

  • No, you do not need to switch. We work with QuickBooks, Xero, Wagepoint, Gusto, ADP, Dext, Plooto, and many other accounting and finance softwares. If your setup is messy or out of date, we’ll help clean it up—we don’t force you to change platforms.

  • We can typically get started right after your call. We'll have a kickoff meeting to get access to everything we need, and you’ll start seeing real results within your first week.

  • Yes, you’ll get a dedicated account manager, a backup account manager, and a senior manager for escalations. This is how we ensure you’re never left hanging.

  • We offer flat-rate monthly pricing, customized based on the scope of work and level of support you need. Pricing starts at $1,395/month, and after our call, we’ll send you a proposal with exact pricing.

  • No problem, we can either take over completely or work alongside your existing team.

Ready to get all day-to-day finances off your plate?

Real-time bookkeeping, streamlined systems, and financial clarity — all in under 30 days.