Expert Tax & Accounting Services

Specialized for Tech Startups, Ecommerce & Restaurants

Scale CPA provides Big Four level expertise to growing businesses at a fraction of the cost. From strategic tax planning to investor-ready financials, we handle the complexities so you can focus on scaling your business.

Tax Strategy Expertise
48hr Response Guarantee
Ex-Big Four Team

Comprehensive CPA Services

From bookkeeping and tax compliance to tax planning and strategic advisory, we provide end-to-end financial solutions tailored for growing businesses in tech, ecommerce, and food service industries.

Accounting & Bookkeeping

Professional bookkeeping services with automated workflows, monthly financial statements, and real-time insights. We handle everything from QuickBooks setup to investor-ready reporting.

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Strategic Tax Planning & Compliance

Proactive tax strategies that reduce liability and unlock savings through entity structure optimization, deduction maximization, and tax credits. We also handle compliance—covering IRS and state requirements, and meeting critical deadlines.

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Business Advisory

Strategic guidance for scaling operations, fundraising, and exit planning. From entity structuring and financial modeling to KPI reporting and M&A advisory, we provide the expertise you need to accelerate growth.

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WHY SCALE CPA?

Big Four Expertise at Startup Speed

We're not your typical accounting firm. Our team of ex-Big Four professionals brings enterprise-level expertise to growing businesses, delivering sophisticated solutions with the agility and personal attention you need to scale successfully.

Why we're different

There's a reason hundreds of growing businesses choose Scale CPA for their accounting and tax needs.

$10M+ CUMULATIVE CLIENT TAX SAVINGS
200+ GROWING BUSINESSES SERVED
15+ EXPERT CPAS, EAS, AND ACCOUNTANTS
50 States NATIONWIDE EXPERTISE
Experience the Difference

The most experienced

Our CPAs bring experience from Deloitte, EY, KPMG, and PwC, delivering institutional-quality work at accessible pricing for growing businesses.

We understand the unique challenges that come with scaling a business and have the Big Four expertise you need to reach your goals.

The most tech-forward

We have an unbeatable combo: a team of finance experts paired with advanced automation and integrations.

The result? Deep integrations with the tools you already use, and a seamless platform for staying on top of everything.

The most scalable

We're the last accounting firm you'll ever need to hire.

We support startups and large companies, so no matter how your needs evolve, we've got you covered with proactive strategy and a 48-hour response guarantee.

Industry Expertise That Drives Results

We specialize in three high-growth industries, providing deep expertise in the unique accounting, tax, and operational challenges each sector faces. Our industry focus ensures you receive targeted solutions that deliver real business value.

Tech Startups & SaaS

Specialized accounting for technology companies with complex revenue models, equity compensation, and investor reporting requirements. From pre-seed to IPO readiness.

  • SaaS revenue recognition (ASC 606)
  • VC investor reporting & due diligence
  • R&D tax credits & equity compensation
  • Burn rate analysis & financial modeling
  • Crypto & Web3 accounting
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Ecommerce & Online Retail

Comprehensive accounting for Amazon sellers, Shopify stores, and multi-channel retailers. We handle the complexities of marketplace accounting and inventory management.

  • Amazon FBA/FBM settlement reconciliation
  • Multi-channel marketplace integration
  • Inventory accounting & COGS optimization
  • Complete sales tax compliance
  • Financial analysis & unit economics
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Restaurants & Food Service

Specialized accounting for restaurants, cafes, and food businesses. From single locations to multi-unit operations, we optimize your financial operations and growth strategies.

  • POS system integration & daily reconciliation
  • Food cost analysis & inventory management
  • Multi-location financial consolidation
  • FICA Tip Credit and WOTC
  • Franchise accounting & expansion planning
Explore Restaurant Services

What Our Clients Say

Don't just take our word for it. See what growing businesses have to say about partnering with Scale CPA.

5/5 (30+ reviews)

Our Proven Process

Our proven 4-step process ensures a seamless transition to professional accounting services, delivering immediate value and long-term strategic support for your growing business.

Discovery Phase

Deep Discovery & Assessment

We start with a comprehensive analysis of your current financial state, business model, and growth objectives. Our team reviews your existing processes, identifies pain points, and creates a customized roadmap.

  • Complete financial systems review
  • Business model analysis & industry benchmarking
  • Tax optimization opportunity assessment
  • Compliance gap analysis
Completed within 3-5 business days
1
Setup & Cleanup

Seamless Setup & Cleanup

Our team cleans up your historical accounting and tax, sets up software integrations, and establishes an ongoing workflow process. We handle the heavy lifting while you continue running your business.

  • Accounting software optimization
  • Bank feeds & payment processor integration
  • E-commerce platform connectivity (Shopify, Amazon)
  • Historical tax and bookkeeping cleanup & reconciliation
Setup completed within 1-2 weeks
2
Ongoing Support

Proactive Monthly Operations

Experience consistent, high-quality accounting with our monthly close process, detailed reporting, and proactive tax planning. Get the insights you need to make informed decisions.

  • Monthly bookkeeping & reconciliation
  • Real-time financial dashboards & KPI tracking
  • Quarterly tax planning & estimated payments
  • Industry-specific compliance monitoring
Timely monthly deliverables
3
Strategic Growth

Strategic Growth & Optimization

As your business scales, we provide strategic advisory services, investor-ready reporting, and advanced tax strategies. We're your long-term financial partner for sustainable growth.

  • Fundraising & investor reporting support
  • Advanced tax strategies & entity structuring
  • M&A preparation & due diligence
  • CFO-level strategic planning & forecasting
Ongoing strategic partnership
4

Frequently Asked Questions

Get answers to common questions about our CPA services, pricing, and how we work with growing businesses.

What industries do you specialize in?
We specialize in three high-growth industries: tech startups & SaaS companies, ecommerce & online retail businesses, and restaurants & food service. Our deep industry expertise allows us to provide targeted solutions for the unique challenges each sector faces.
How much do your services cost?
Our pricing is customized based on your business size, complexity, and specific needs. We offer transparent, fixed-fee pricing for most services, with bookkeeping starting at $500/month, tax services starting at $2,000/year and comprehensive packages from $750/month. Schedule a free consultation for a detailed quote based on your specific needs.
Do you work with early-stage startups?
Absolutely! We work with startups from pre-seed through IPO. We understand the unique needs of early-stage companies, including equity compensation, R&D credits, investor reporting, and preparing for fundraising rounds.
I already have an accountant – how do I know if switching to Scale CPA is the right move?
We are happy to offer a complimentary "gap analysis" for all prospective clients that may be a good fit for our services. In this gap analysis, we will review your historical financials and tax filings, and outline any gaps in the process and specific areas for tax savings. Often, in this exercise, we are able to identify significant tax saving opportunities or risk mitigation strategies.
How quickly can you get started?
We can typically start within 1-2 weeks of signing our engagement letter. Our onboarding process includes a detailed discovery session, system setup, and historical cleanup if needed. For urgent situations, we can expedite the process.
Do you provide tax planning year-round?
Yes! Tax planning is a year-round service, not just during tax season. We provide quarterly tax planning sessions, estimated payment calculations, forward-looking tax projections, and strategic advice to minimize your tax liability throughout the year.

Ready to Scale Your Business?

Join 200+ growing businesses that trust Scale CPA with their financial operations. Get Big Four expertise without the Big Four price tag.

Scale CPA - Expert Tax & Accounting Services for Tech Startups, Ecommerce & Restaurants