ScaleSight CPA & Virtual CFO Services

Financial Clarity That Fuels Your Business’ Growth.

Attention Business Owners - Your CPA & Obsolete Bookkeepers Are Killing Your Growth

Be honest...

  • Do you know how much profit you made last month?
  • Can you see your cash runway in real-time?
  • Do you know which parts of your business make money-and which lose it?

If not…

  • You don’t have a real CFO or Staff Accountant.
  • You have a tax guy with a calculator who’s hurting your growth.

Welcome to ScaleSight CPA & Virtual CFOs

Where founders stop guessing and start scaling.

We’re not slow, outdated bookkeepers.

We’re the team behind 8, 9, and 10-figure businesses.

Our job?
Help you scale smarter, grow your profit, and get your business ready to sell or explode.

Wasted Money with Strategic Capital Allocation
If you're blindly reinvesting profits without tracking ROI per initiative, you're burning money.
We map every dollar to growth, retention, or margin expansion. No fluff. No wasted spend.
Blind Forecasting with Financial Modeling & Scenario Analysis
We build simple tools so you can see what happens when you hire, raise prices, or lose customers.
In fancy terms, we use proprietary dynamic models to test pricing, team size, burn rate, and cash scenarios-before you commit.
Board & Investor Reporting
Your investors and board want answers-not spreadsheets. We give you clear dashboards they’ll love.
Still sending janky spreadsheets to your capital partners?
We craft clean, investor-grade decks with real insights, not vanity metrics.
Cash Burn & Runway Management
Most founders find out they’re out of cash 30 days too late.
We stop the bleeding and give you more runway by 3–9 months with strategic working capital moves.
Covenant Compliance & Debt Structuring
We keep you safe with lenders, and make sure your debt doesn’t wreck your growth.
We negotiate debt, manage covenants, and keep you compliant so you can keep scaling.
M&A Advisory & Due Diligence
Want to sell in 1–3 years? We’ll clean up your books, boost your value, and get buyers excited.
We lead buy-side and sell-side due diligence, manage QoE, and defend your valuation like warriors.
Unit Economics & Margin Engineering
If you don’t know LTV, CAC, or margin by SKU or service-you’re flying blind.
We engineer every offer and unit into profit, uncovering margin most founders never see.
Finance Function Architecture
Still manually exporting from QuickBooks into a broken spreadsheet?
We build scalable FP&A, ERP systems, and internal controls that actually scale with you.
Tax Strategy That Doesn’t Suck
You’re probably overpaying-or exposed. We’ll protect your money and your sanity.
Generic CPAs “maximize deductions.” We minimize exposure.
Exit Readiness & Valuation Optimization
You’re either scaling for cash flow or an exit.
We optimize your balance sheet, systems, and story so you're transaction-ready and demand top-tier multiples.

Tax & Compliance Services

Business Tax Filings

🚨 Your Business Is One Bad Filing Away From an IRS Nightmare
Most CPAs file late, miss deductions, and leave you exposed.
We file on time, keep you protected, and cut what you owe—legally.

Personal Tax Filings

💸 Stop Letting the IRS Take More Than It Should
Your DIY tax software isn’t saving you money.
We file smart, defend your income, and make sure every dollar works for you.

Monthly Bookkeeping

🧠 Flying Blind? Bad Books Are Killing Your Profit
If your books are behind, dirty, or done by someone guessing—your decisions suck.
We give you clean numbers, real insight, and the power to scale with confidence.

🚫 Your Old CPA Can’t Scale Like ScaleSight

They do 1040s.

We help companies scale & sell.

💥 Stop Settling For Mediocre Financial Strategy

If you're still getting quarterly reports, no margin analysis, and no strategic insight-you're at risk.

⏳ Take Control of Your Business’ Financial Future Today

Book a call to see if your business qualifies for ScaleSight’s CFO Advantage Program™
  • 🧠 Real-time metrics
  • 📈 Monthly strategy
  • 📊 Executive-grade reporting
  • 🛡️ Defensive infrastructure for growth or exit

Runway Recovery Protocol™

💡 Cut burn. Extend survival. Scale smarter.
 We implement a 3-phase system to find, recover, and reallocate trapped cash across your business-from vendor leaks to underpriced offers. Most companies unlock 3–6 months of extra runway within 30 days.

Margin Engineering Matrix™

💡 Know your winners. Kill your losers.
We break down your business into revenue units and cost drivers, so you know exactly what’s profitable, what’s dragging you down, and how to scale without killing margin.

Signal-Driven Scaling Dashboard™

💡 What your dashboard should’ve been.
Custom-built for growth-stage companies, our dashboards connect real-time revenue, margin, and burn insights-no more lagging reports or siloed data.

Founder's Financial Freedom Tracker™

💡 Are you scaling a business-or just spinning your wheels?
We help founders set, track, and hit their personal liquidity targets, aligning business decisions with long-term wealth creation.

Real Results. Real Fast.

One founder came to us doing $180K/month but had no idea where the profit was.
90 days later, they cut waste, doubled profit, and got a 6.5x offer to sell.
The only change?
They hired us.

You don’t need more data.

You need a real-time financial weapon that makes your business unbeatable.

Ready to Scale?

We only take 3 clients a month.

If your business does $1M–$30M and you're serious about growth, book a free strategy call today.

You’ll get a custom financial growth map, even if we don’t work together.

👉 Fill out this questionnaire to see if you qualify below, and let’s see if we can scale together!

Business Tax Filings

Keep your business protected. Pay less. Stay compliant.

Most tax firms wait until April to start sorting your mess.

We plan ahead—so you pay less and stress less.

Here’s what we do:

  • ✅ File federal, state, and local business taxes
  • ✅ Handle multi-state, S-Corp, C-Corp, and LLC filings
  • ✅ Maximize deductions while protecting you from audits
  • ✅ Plan for next year—not panic last minute

You focus on growth. We’ll handle the IRS.