We help small businesses scale by providing bespoke tax planning, financial insights, and compliance services. While you focus on your customers, employees, and core business, we tirelessly focus on your financials.

Accounting

Finance

Scale CPA

Howard Telson

Lian Cortez

Christopher Wattinger

This department manages financial records, oversees budgeting, and ensures accurate reporting of financial transactions.

Accounting Department

This department provides strategic direction and decision-making for the organization.

Executive Leadership

This department oversees tax planning, compliance, and strategy to ensure optimal tax practices for the organization.

Tax Management

This department manages financial processes and operational support to ensure efficient organizational performance.

Scale CPA

Org chart

Teams

Accounting Department

Executive Leadership

Tax Management

Finance and Operations

Offices

Scale CPA

Org chart

Teams

Accounting Department

Executive Leadership

Tax Management

Finance and Operations

Offices

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