Support your company's growth with

Flexible, Fractional-use, CFO Controller & Accounting Manager resourcesCost-effective business valuationsExpert help in raising capital or navigating M&A

Flexible, Fractional-use, CFO Controller & Accounting Manager resources
Cost-effective business valuations
Expert help in raising capital or navigating M&A

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Supporting Entrepreneurial Businesses Since 2006

Supporting Entrepreneurial Businesses Since 2006

Since 2006, we have provided flexible finance and accounting solutions to help companies scale. Currently serving over 90 entrepreneurial companies, we deliver pragmatic and affordable support. Our work is on-demand, either on-site or remote, and ensures efficient and high impact finance and accounting. 

Our team of highly experienced, qualified, and efficient professionals helps small companies achieve accounting excellence, fuel their growth with capital, or cost-effectively value their business.

Discover how our solutions can support your growth and help you navigate the complexities of corporate finance for small to midsize private companies.

Our Services

CFO Services

Our flexible Chief Financial Officer services cater to needs ranging from strategic initiatives to accounting system integrations. Clients can tap into the right depth of professional expertise at their desired frequency, from occasional hours monthly to intensive week-long commitments. Our CFOs are available on-site or remotely. We champion “insourcing” over traditional outsourcing, ensuring our CFOs seamlessly integrate with your senior leadership, often becoming long-term team members.

Controller & Accounting Services

We provide extremely experienced Controllers and Accounting Managers in a service model tailored to your needs. Our work can take the form of ongoing part-time support, interim engagements, or specific projects like monthly financial reporting or accounting system integration. We offer the right expertise precisely when you need it, from just a few hours monthly to 3-5 days weekly. Our Controllers and Accounting Managers (both on-site & remote), are deeply engaged in your processes, ensuring seamless integration within your organization. 

We experienced Controller Services tailored to your needs, whether it’s for part-time, interim, or specific projects like monthly financial reporting or accounting system integration. We offer the right expertise precisely when you need it, from just a few hours monthly to 3-5 days weekly. Our Controllers and Accounting Managers (both on-site & remote), are deeply engaged in your processes, ensuring seamless integration within your organization. 

Business Valuations

We apply a professional, independent, and fact-based approach, including data-driven analytical methodologies and experienced judgment for business valuation assessment. Our services include business valuations required for tax, estate planning, or regulatory purposes (meeting explicit, published standards, e.g., 409A and other IRS requirements). We also provide management teams and Boards to offer objective consultative perspective on business value and its drivers.

Capital Raise Services

Our experts specialize in raising debt & equity capital to shore up balance sheets, including asset-based loans, working capital facilities, term loans, subordinate debt, growth equity, and venture capital. Through carefully managed, robust processes, we ensure the best terms available in the market. So far, Scale Finance principals have closed over 80 growth capital raise transactions.

Mergers & Acquisitions

Our cost-effective mergers and acquisition advisory services are focused on small company situations where strategic value is paramount. Our transactions work includes company or division sales, recapitalizations, Section 363 sales of assets, fairness opinions, and support in executing acquisitions for growth. Our team has deep experience over decades from all angles around M&A, e.g., corporate/strategic buyer, middle-market investment banker, CFO during sale processes, owner/seller, and transaction attorney.

Our cost-effective investment banking services for mergers and acquisitions (M&A), including company or division sales, Section 363 sales of assets, recapitalizations, valuation or fairness opinions, and support in executing acquisitions for growth. We specialize in all aspects of M&A transactions: Corporate/Strategic Buyer, M&A Advisor, CFO, Owner/Seller, & Transaction Attorney.

Why Scale Finance

  • Qualified and efficient professionals with extensive industry expertise

  • Robust, flexible, part-time solutions - dial up or down as needed

  • Embedded, organic services - onsite and or remote - hands - on!

  • Raise debt or equity capital on the best terms the current market will bear

  • Drive M&A transactions with integrated CFO and/or Controller support

  • Unparalleled cost - effectiveness - based on shared resource structure and employing the right level of accounting support to match the client need.

Case Studies

SymmetryRX, LLC

SymmetryRX is a leading provider of eSampling services allowing Pharma Manufacturing companies to access physician practices for the ordering and distribution of drug samples across the US.

FX HedgePool

FX HedgePool (FXHP) is a New York and London-based highly innovative fintech company. FXHP is an award-winning peer-to-peer matching platform that optimizes the FX swaps market.

Our Clients

Testimonial

Kabook
Bram Hall CEO, Kabook, LLC

We appreciate the role that Scale Finance has played in launching and building our company. The Scale Finance team has been exceptional – tight reporting, always timely, and extraordinarily efficient with your time. And 80% of the time I have the opposite reaction to professional services providers and time requirements. Thank you!

Health
Dr. Michael Rosenberg Founder & CEO, Health Decisions, Inc.

We have leveraged Scale Finance’s flexible, low cost, but highly responsive and professional support on three separate projects over the years. Unbeatable corporate finance support in the realm of part-time Controller, analytical projects, and specialized transactional advisory work. SF has served us well as a trusted finance partner as we’ve continued to grow our company rapidly.

Quaero
Naras Eechambadi CEO Quaero

Scale Finance helped us navigate through a sensitive, challenging, and very strategic transaction process to achieve a terrific end result for Quaero. They helped us manage complex, delicate issues at critical moments in the process. We’re thrilled with the value they added especially given the reasonable fees of their unique model.

Direct
David M. Moore President & CEO

Scale Finance provided quick, on-site support during a sensitive time for our Company. We really appreciated their huge impact in managing an in-depth and comprehensive financial due diligence process linked to a strategic transaction for our business. Their cost-effective problem-solving and savvy transactional advice was key to getting our deal done during tough economic conditions. It could not have been done without the Scale team.

Dormir
Tim Miller CEO, Dormir LLC

We needed equity capital to support our extremely fast growth. Scale Finance’s Dave Gilroy provided essential support in managing our growth capital raise during challenging times in the financial markets. Without Scale Finance, this would not have happened. On the basis of a bullet-proof balance sheet, we are now building out our unique model as a national leader in the sleep industry. I’m happy to be a reference for Scale Finance as there are not enough good things I can say about you and your company.

Kid Basix
Bret Plate and Susan Soja CEO and COO, Kid Basix, Inc

Raising funds in any economic climate is extremely challenging; as a young company in the retail space, we knew this would not be easy”. “We closed our first round of financing within 30 days of launch, and completed this one in a similar time frame. That’s not only a tribute to our strong shareholder base, but to having all aspects of the process managed by a highly experienced team. Scale Finance’s model of providing fractional CFO services, as well as transactional support, provides the complete solution for growing companies which need both financial expertise and financing to expand the business. We are now well-positioned for bringing our new products to market.

PrepChamps
Dean Bundschu CEO and Co-Founder, PrepChamps

Scale Finance’s Gary Hayes, fully integrated into our team as our part-time CFO. It was “part-time” in name only, because Gary was truly one of us. Few organizations provide the type of service and commitment that Scale Finance can provide!”The work that Gary Hayes and David Gilroy did for PrepChamps was simply amazing! Few people are as connected in venture capital as David and his team. As any entrepreneur knows, fund-raising is extremely challenging. David and his team helped us close our $1.8 million Series A round, they introduced us to well over 50 relevant VCs across the country, and we presented to 25+ VCs while we strived to raise a $5 million Series B. If you need a true partner to help you get to the next level, the Scale Finance team is the answer.

Advanced Detection Technology
Dale Hiatt CEO, Advanced Detection Technology

Scale Finance and Dave Gilroy provided solid financial management support for more than a year during a critical time for our Company. He was particularly helpful in canvassing the venture investment community in a creative, systematic, and well-managed way to ensure that our Company received the growth financing we needed. The proof was ultimately in a highly successful outcome—a closed deal for 7-figures in new cash equity financing from a great partner/investor who will add a lot of value to what we’re building.

F-Origin
Joe Carsanaro CEO, F-Origin

Gary Hayes has been providing F-Origin part time CFO services since April, 2007. Gary has been very effective in getting the books of the company in a position to go through an extensive review by our outside auditors with minimal changes. In addition they have been very useful in establishing a monthly reporting package for the Board, develop and update our budget and establish basic operating procedures for an early stage company. Over the past 6 months we have been actively engaged in seeking a Series C round of financing and recently successfully closed $5M in new funding. Dave Gilroy played a significant role in support of the transaction to include due diligence analysis support, term sheet analysis, and advice on valuation. Gary and Dave continue to handle the financial management role as it relates to the Board, investors and our external banking partner.

Sunbelt
Dan Janick President, Sunbelt Packaging

We considered the full range of options. We needed to tighten up our monthly closing process, fully leverage our accounting systems and document our processes and procedures. The professionals now at Scale Finance clearly provided the best combination of hands-on expertise, affordability and variable cost flexibility. Ken Wright, a Scale Finance Senior Controller, blended seamlessly into our culture and delivered on his commitment.

Arrendale Associates
Del Arrendale CEO, Arrendale Associates

Scale Finance professionals have had an extraordinary impact on our business in a very short time. We are a growing healthcare software company, and faced a mission-critical need last year to scale our financial capabilities as the company’s growth accelerates. Without a doubt, the effectiveness and economics of shared-resource, fractional-use Senior Controller support was the right answer for our company. We have better, more strategic financial leadership than we would require, or could afford, on a full-time basis, and the impact has been terrific. Essentially, key financial management activities are far better handled by Scale Finance professionals than we were able to manage internally, and at lower cost. This has allowed us to focus on new customer acquisition and support—so critical during the period of growth as were are experiencing right now.

Actium Advisors
Mark McDowell Managing Partner of Actium Advisors, LLC

We are invested a number of fast growing businesses in wireless communications and need reliable and cost-effective accounting support. Flexibility is also key as our requirements are on-demand, distributed geographically, and need to dial up or dial down as situations at various companies develop. Time is our most valuable resource, and Scale Finance adds real value through a convenient single-stop solution. We have found their professional resources to be high impact and well-suited at very reasonable cost.

Expression Analysis
Steve McPhail President & CEO, Expression Analysis, Inc.

Scale Finance has provided Expression Analysis with solid Controller support since the end of 2007. They have been very effective in getting the company through a formal outside audit, organizing financial infrastructure to scale our business, and getting our monthly reporting package including a forecast update for our board done on a timely and accurate basis. Over the past several months Gary and Bonnie have been supporting our migration to a more sophisticated accounting system. In addition they have provided very effective training of our internal staff to allow them to assume a greater role in the overall accounting function.

Relevance
Stu Halloway CEO and Justin Gehtland, President

We have been using the part-time CFO Services of Gary Hayes since February 2007. Gary has been instrumental in facilitating our growth from a two-person company to one with eleven employees in just 15 months. Gary has developed and implemented a budgeting and forecasting methodology as well as a tool-set for managing the company’s finances on a monthly basis. The tool-set provides us an up-to-date assessment of our current and expected full year results which has helped us identify risks, effectively manage cash, and maximize the company’s tax position on an ongoing basis. Gary’s services and tool-set helped us through a seamless transition to a new banking partner, which has been critical to the company by providing new growth capital when needed.

Hyde Park Capital
John M. McDonald III Senior M.D, Hyde Park Capital Partners

The market opportunity to serve small, but high growth companies in a tailored way that works economically on both sides is one that few firms are currently addressing. Scale Finance offers a unique blend of corporate finance services for these companies that will fit closely with client needs in the segment. Dave Gilroy has shown real passion and a high level of skills and experience in serving young growth companies over the last several years, and we wish Scale Finance all the success in the world.

Hissho Sushi
Philip Maung CEO, Hissho Sushi & Lwin Family Company

We have been leveraging Ken Wright and Dave Gilroy for over two years and have deployed their cost-effective support in multiple areas including intense Controller-level projects and strategic/transactional advisory. Their support has been essential in positioning Hissho for rapid growth and helping us to scale our infrastructure—accounting systems, people, monthly closing process. We have also been impressed by their “hands-on” impact in other critical areas, e.g. support in considering growth capital options. Hissho is now moving to a whole new level of size and profitability, and professionals at Scale Finance have become a key partner in our success.

CompanionCabinet
Chris Mele CEO, Companion Cabinet Software, LLC

As a fast-growing software firm, we have important requirements around professional financial management, reporting, forecasting, and cash management. We also must be cost conscious as we continue to invest in product technology and sales & marketing infrastructure to scale the business. We knew we needed a strong CFO-type but we couldn’t afford to hire someone of that caliber full time. Scale Finance provided us with an super experienced and operationally savvy CFO who ramped up incredibly quickly. Today, I don’t worry anymore about financial reporting, cash management and forecasting because it’s all done for me—all for cheaper than a typical bookkeeper. We use our CFO only as we need him. And as our company’s needs grow, I can count on Scale Finance to scale with my business. As business owners, we all want to do it ourselves so we feel more in control. The problem is, that philosophy robs us of time we should be spending on other areas of the business which will more likely determine success or failure.

The Murphy Group
Dale Tweedy Board Director, The Murphy Group

As a closely-held, extremely private company, we leverage outside professional resources only very selectively. Our fast growth in recent years has required us to step-up the level of internal systems, infrastructure, and skills in key areas of finance and accounting. Dave Gilroy and Matt Ocenas provided a compelling, cost-effective solution to impact and improve these critical areas of our company decisively. In addition, senior Scale Finance professionals have provided highly useful strategic and operational planning advice and support in a challenging, thought-provoking, but also non-threatening way.

Testimonial

Kabook
Bram Hall CEO, Kabook, LLC

We appreciate the role that Scale Finance has played in launching and building our company. The Scale Finance team has been exceptional – tight reporting, always timely, and extraordinarily efficient with your time. And 80% of the time I have the opposite reaction to professional services providers and time requirements. Thank you!

Health
Dr. Michael Rosenberg Founder & CEO, Health Decisions, Inc.

We have leveraged Scale Finance’s flexible, low cost, but highly responsive and professional support on three separate projects over the years. Unbeatable corporate finance support in the realm of part-time Controller, analytical projects, and specialized transactional advisory work. SF has served us well as a trusted finance partner as we’ve continued to grow our company rapidly.

Quaero
Naras Eechambadi CEO Quaero

Scale Finance helped us navigate through a sensitive, challenging, and very strategic transaction process to achieve a terrific end result for Quaero. They helped us manage complex, delicate issues at critical moments in the process. We’re thrilled with the value they added especially given the reasonable fees of their unique model.

Direct
David M. Moore President & CEO

Scale Finance provided quick, on-site support during a sensitive time for our Company. We really appreciated their huge impact in managing an in-depth and comprehensive financial due diligence process linked to a strategic transaction for our business. Their cost-effective problem-solving and savvy transactional advice was key to getting our deal done during tough economic conditions. It could not have been done without the Scale team.

Dormir
Tim Miller CEO, Dormir LLC

We needed equity capital to support our extremely fast growth. Scale Finance’s Dave Gilroy provided essential support in managing our growth capital raise during challenging times in the financial markets. Without Scale Finance, this would not have happened. On the basis of a bullet-proof balance sheet, we are now building out our unique model as a national leader in the sleep industry. I’m happy to be a reference for Scale Finance as there are not enough good things I can say about you and your company.

Kid Basix
Bret Plate and Susan Soja CEO and COO, Kid Basix, Inc

Raising funds in any economic climate is extremely challenging; as a young company in the retail space, we knew this would not be easy”. “We closed our first round of financing within 30 days of launch, and completed this one in a similar time frame. That’s not only a tribute to our strong shareholder base, but to having all aspects of the process managed by a highly experienced team. Scale Finance’s model of providing fractional CFO services, as well as transactional support, provides the complete solution for growing companies which need both financial expertise and financing to expand the business. We are now well-positioned for bringing our new products to market.

PrepChamps
Dean Bundschu CEO and Co-Founder, PrepChamps

Scale Finance’s Gary Hayes, fully integrated into our team as our part-time CFO. It was “part-time” in name only, because Gary was truly one of us. Few organizations provide the type of service and commitment that Scale Finance can provide!”The work that Gary Hayes and David Gilroy did for PrepChamps was simply amazing! Few people are as connected in venture capital as David and his team. As any entrepreneur knows, fund-raising is extremely challenging. David and his team helped us close our $1.8 million Series A round, they introduced us to well over 50 relevant VCs across the country, and we presented to 25+ VCs while we strived to raise a $5 million Series B. If you need a true partner to help you get to the next level, the Scale Finance team is the answer.

Advanced Detection Technology
Dale Hiatt CEO, Advanced Detection Technology

Scale Finance and Dave Gilroy provided solid financial management support for more than a year during a critical time for our Company. He was particularly helpful in canvassing the venture investment community in a creative, systematic, and well-managed way to ensure that our Company received the growth financing we needed. The proof was ultimately in a highly successful outcome—a closed deal for 7-figures in new cash equity financing from a great partner/investor who will add a lot of value to what we’re building.

F-Origin
Joe Carsanaro CEO, F-Origin

Gary Hayes has been providing F-Origin part time CFO services since April, 2007. Gary has been very effective in getting the books of the company in a position to go through an extensive review by our outside auditors with minimal changes. In addition they have been very useful in establishing a monthly reporting package for the Board, develop and update our budget and establish basic operating procedures for an early stage company. Over the past 6 months we have been actively engaged in seeking a Series C round of financing and recently successfully closed $5M in new funding. Dave Gilroy played a significant role in support of the transaction to include due diligence analysis support, term sheet analysis, and advice on valuation. Gary and Dave continue to handle the financial management role as it relates to the Board, investors and our external banking partner.

Sunbelt
Dan Janick President, Sunbelt Packaging

We considered the full range of options. We needed to tighten up our monthly closing process, fully leverage our accounting systems and document our processes and procedures. The professionals now at Scale Finance clearly provided the best combination of hands-on expertise, affordability and variable cost flexibility. Ken Wright, a Scale Finance Senior Controller, blended seamlessly into our culture and delivered on his commitment.

Arrendale Associates
Del Arrendale CEO, Arrendale Associates

Scale Finance professionals have had an extraordinary impact on our business in a very short time. We are a growing healthcare software company, and faced a mission-critical need last year to scale our financial capabilities as the company’s growth accelerates. Without a doubt, the effectiveness and economics of shared-resource, fractional-use Senior Controller support was the right answer for our company. We have better, more strategic financial leadership than we would require, or could afford, on a full-time basis, and the impact has been terrific. Essentially, key financial management activities are far better handled by Scale Finance professionals than we were able to manage internally, and at lower cost. This has allowed us to focus on new customer acquisition and support—so critical during the period of growth as were are experiencing right now.

Actium Advisors
Mark McDowell Managing Partner of Actium Advisors, LLC

We are invested a number of fast growing businesses in wireless communications and need reliable and cost-effective accounting support. Flexibility is also key as our requirements are on-demand, distributed geographically, and need to dial up or dial down as situations at various companies develop. Time is our most valuable resource, and Scale Finance adds real value through a convenient single-stop solution. We have found their professional resources to be high impact and well-suited at very reasonable cost.

Expression Analysis
Steve McPhail President & CEO, Expression Analysis, Inc.

Scale Finance has provided Expression Analysis with solid Controller support since the end of 2007. They have been very effective in getting the company through a formal outside audit, organizing financial infrastructure to scale our business, and getting our monthly reporting package including a forecast update for our board done on a timely and accurate basis. Over the past several months Gary and Bonnie have been supporting our migration to a more sophisticated accounting system. In addition they have provided very effective training of our internal staff to allow them to assume a greater role in the overall accounting function.

Relevance
Stu Halloway CEO and Justin Gehtland, President

We have been using the part-time CFO Services of Gary Hayes since February 2007. Gary has been instrumental in facilitating our growth from a two-person company to one with eleven employees in just 15 months. Gary has developed and implemented a budgeting and forecasting methodology as well as a tool-set for managing the company’s finances on a monthly basis. The tool-set provides us an up-to-date assessment of our current and expected full year results which has helped us identify risks, effectively manage cash, and maximize the company’s tax position on an ongoing basis. Gary’s services and tool-set helped us through a seamless transition to a new banking partner, which has been critical to the company by providing new growth capital when needed.

Hyde Park Capital
John M. McDonald III Senior M.D, Hyde Park Capital Partners

The market opportunity to serve small, but high growth companies in a tailored way that works economically on both sides is one that few firms are currently addressing. Scale Finance offers a unique blend of corporate finance services for these companies that will fit closely with client needs in the segment. Dave Gilroy has shown real passion and a high level of skills and experience in serving young growth companies over the last several years, and we wish Scale Finance all the success in the world.

Hissho Sushi
Philip Maung CEO, Hissho Sushi & Lwin Family Company

We have been leveraging Ken Wright and Dave Gilroy for over two years and have deployed their cost-effective support in multiple areas including intense Controller-level projects and strategic/transactional advisory. Their support has been essential in positioning Hissho for rapid growth and helping us to scale our infrastructure—accounting systems, people, monthly closing process. We have also been impressed by their “hands-on” impact in other critical areas, e.g. support in considering growth capital options. Hissho is now moving to a whole new level of size and profitability, and professionals at Scale Finance have become a key partner in our success.

CompanionCabinet
Chris Mele CEO, Companion Cabinet Software, LLC

As a fast-growing software firm with strong advisory support from our angel investors, we have important requirements around professional financial management, reporting, forecasting, and cash management. These objectives are balanced by the need to be extremely cost conscious as we continue to invest in product technology and sales & marketing infrastructure to scale the business. We knew we needed a strong CFO-type but we couldn’t afford to hire someone of that caliber full time. Scale Finance provided us with an extremely experienced and operationally savvy Chief Financial Officer who ramped up incredibly quickly. Today, I don’t worry anymore about financial reporting, cash management and forecasting because it’s all done for me—all for cheaper than a typical bookkeeper. We use our CFO only as we need him, and I get to look at reports about the performance of our company on a weekly basis. And as our company’s needs grow, I can count on Scale Finance to scale with my business. As business owners, we all want to do it ourselves so we feel more in control. The problem is, that philosophy robs us of time we should be spending on other areas of the business which need it the most. If you are doing your own company’s financials, or worse yet – not doing them, ask yourself what that time could better be spent on. For us, it was better spent on growing the business by concentrating on sales and marketing instead of putting together late night Excel spreadsheets.

The Murphy Group
Dale Tweedy Board Director, The Murphy Group

As a closely-held, extremely private company, we leverage outside professional resources only very selectively. Our fast growth in recent years has required us to step-up the level of internal systems, infrastructure, and skills in key areas of finance and accounting. Dave Gilroy and Matt Ocenas provided a compelling, cost-effective solution to impact and improve these critical areas of our company decisively. In addition, senior Scale Finance professionals have provided highly useful strategic and operational planning advice and support in a challenging, thought-provoking, but also non-threatening way.

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Get in Touch

Scale Finance can steer your business toward success with cost-effective finance and accounting processes and reporting, business valuations, and corporate transactions (raising capital, M&A).

We welcome the opportunity to provide our initial insight on any situation with complete confidentiality and discretion at no cost.

FINACA is a nationwide network of independent finance and accounting consulting firms focused on delivering exceptional client service.

Get in Touch

Scale Finance can steer your business toward success with cost-effective finance and accounting processes and reporting, business valuations, and corporate transactions (raising capital, M&A).

We welcome the opportunity to provide our initial insight on any situation with complete confidentiality and discretion at no cost.