Tax, Accounting and Fractional CFO Services
Everything a growing company needs from its finance partner, from accurate monthly books and business tax preparation to forecasting, margin work and exit planning.
- CPA-led team
- Tax preparation and CFO planning in one place
- Built for $1M to $30M companies
One finance team instead of three vendors
Many owners pay a bookkeeper, a tax preparer and an occasional consultant who never talk to each other. The result is books that do not match the tax return, planning that happens after the year is over, and no one watching cash.
Scalesight puts those pieces in one place. The same team closes the books each month, plans taxes during the year, prepares the business and owner tax returns, and builds the forecasts and dashboards that a fractional CFO uses to guide decisions. Each service below can stand alone, but they work best together.
Browse services
Tax Services
Business and personal tax preparation, entity returns and year-round planning. Tax returns are prepared from closed, reconciled books, and the planning happens before year end so there is still time to act.
Virtual CFO Services
Fractional CFO support for owners who need forecasting, KPI reporting, cash planning and investor-ready numbers without the cost of a full-time executive.
Accounting and Bookkeeping
Monthly bookkeeping, catch-up work, financial statements and accounting systems that give you numbers you can trust every month, not just at tax time.
Cost Optimization and Margin Recovery
Find trapped cash and margin: vendor spend, pricing, labor efficiency and the products or customers that quietly lose money.
Debt, Capital and Compliance
Structure financing sensibly and stay inside loan covenants, with reporting your lender actually wants to see.
Credits and Incentives
Review eligibility for federal and state credits and make sure claims are documented well enough to hold up later.
Business Scaling Analysis
A structured look at whether the business, its systems and its finance function are ready for the next stage of growth.
Serving San Diego County
Local pages for owners in San Diego County, including city pages for San Diego, Chula Vista, Oceanside, Escondido and Carlsbad.
How working with Scalesight starts
Apply
Tell us about the business in about two minutes.
Growth Audit
A CPA reviews your statements, cash flow and tax approach.
Written plan
You get an action plan and, if we are a fit, a fixed scope in writing.
Execute
Monthly close, tax planning and CFO reviews on a set calendar.
Why owners choose Scalesight
Meet Brendan. He is the face of Scalesight CPA and the voice in our short videos. Every Growth Audit is CPA-led and ends with a written plan you can use with or without us.
CPA-led
Tax preparation, books and CFO work are led and reviewed by a CPA, not handed to a call center.
Built for $1M to $30M
Our process is designed for owner-led companies that have outgrown a basic tax preparer.
One team
The people who close your books also plan your taxes and prepare your returns, so nothing gets lost between firms.
Fixed scope in writing
You know what is included and what it costs before work starts.
Questions about our services
Which service should I start with?
Most owners start with the free Growth Audit. A CPA reviews your recent statements, cash flow and tax approach, then recommends where to begin. For many companies that is clean monthly books plus tax planning, with fractional CFO support added once the numbers are reliable.
Can I hire you only for tax preparation?
Yes. Business tax preparation and entity returns are available on their own. We will tell you if the books need cleanup first, because a return is only as good as the records behind it.
Do you work with companies outside San Diego County?
Yes. Scalesight is a virtual-first firm and works with growing businesses across the United States. Our local pages cover San Diego County in more detail.
How is pricing set?
Every engagement has a fixed scope agreed in writing after the Growth Audit, so you know what is included before work starts.
Not sure where to start?
Apply for a free Growth Audit and a CPA will recommend the right mix of services for where the business is today.
- Financial health review of recent statements and trends
- Cash flow and profitability analysis
- Review of your current tax approach
- Scalability readiness scorecard
- A written action plan you can use with or without us