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About Scale CPA - Expert Accounting & Tax Team | Big Four Expertise

Meet the Scale CPA Team

Big Four Expertise at Startup Speed

Our team of former Big Four professionals brings enterprise-level expertise to growing businesses. We combine deep industry knowledge with startup agility to deliver exceptional accounting, tax, and advisory services.

Our Mission: Scaling Your Success

We believe that growing businesses shouldn't have to choose between quality and accessibility when it comes to financial services. That's why we've built a team of experienced professionals who understand both the rigor of enterprise accounting and the speed required by scaling companies.

Our approach combines the best of both worlds: the expertise and processes honed at top-tier firms with the agility and personal attention that growing businesses need to thrive.

What Sets Us Apart

  • Former Big Four professionals with deep industry expertise
  • Specialized focus on tech startups, ecommerce, and restaurants
  • Modern technology stack with automated workflows
  • 48-hour response time guarantee
  • Proactive approach to tax planning and business advisory
  • Scalable solutions that grow with your business

Our Expert Team

Meet the experienced professionals who bring Big Four expertise and startup agility to your business

Partners

Howard Telson
Partner
Alex Pacione
Partner

Tax Management

Dan Frazier
Tax Manager
Mark Ferstel
Tax Manager
Natali Caballeri
Tax Manager

Accounting Management

Debbie Kacik
Accounting Manager
Anthony Frye
Accounting Manager
Sandy Paul
Accounting Manager
Carissa McPhail
Accounting Manager

Senior Team

Rohan Gurbani
Accounting/Tax Senior
Nikita Rohira
Accounting/Tax Senior

Operations Team

Lian Cortez
Financial Operations
Gabriela Harding
Financial Operations
Andrea Torres
Financial Operations
Chris Wattinger
Operations Associate

Our Core Values

The principles that guide everything we do and shape how we serve our clients

Excellence Without Compromise

We bring Big Four quality standards to every engagement, ensuring accuracy, compliance, and strategic value in all our deliverables.

Startup Speed & Agility

We understand the pace of growing businesses and deliver responsive service with our 48-hour response guarantee and streamlined processes.

Proactive Partnership

We don't just respond to requests—we anticipate needs, identify opportunities, and provide strategic guidance to help your business scale successfully.

Industry Specialization

Our deep expertise in tech startups, ecommerce, and restaurants means we understand your unique challenges and opportunities.

Technology-Driven Efficiency

We leverage modern technology and automation to streamline processes, reduce errors, and provide real-time insights for better decision making.

Transparency & Trust

Clear communication, honest advice, and transparent pricing build the foundation of long-term partnerships with our clients.

Ready to Work with Our Team?

Experience the difference that Big Four expertise and startup agility can make for your business. Let's discuss how we can help you scale your financial operations and achieve your growth goals.

Schedule Free Consultation