ScaleUp Financial Solutions partners with startups and high growth companies to support the full range of finance and accounting needs, from CFOs and strategic finance to back-office accounting and human resources. We focus on providing highly qualified, individualized support that fits the unique needs of each of our clients. 

Core services include:

• Fractional CFO Services: Develop pro forma financial and cash flow models. Build and manage KPI dashboards for better transparency and decision making. Prepare and present financial reporting packages to management, board and investors. Supervise accountants and staff. Oversee audit and tax services. 

• Strategic Advice: Provide counsel on all aspects of clients’ businesses including business model, pricing, sales strategy, strategic execution, corporate structure, operations, HR policies, stock issuance, and capital raise. Work with functional teams to develop and implement operational processes and systems and improve efficiency across the organization.

• Accounting and Financial Reporting: Provide accounting services including bookkeeping, payroll, transaction processing, AR/AP, bank reconciliations, month-end close and financial reporting packages.

• Capital Advisory: Work on fundraising efforts including preparing strategy, presenting to investors, and analyzing terms. Manage cap table and provide pro forma scenario analysis. Assist in negotiating, due diligence and close of convertible notes, SAFEs, Title III equity crowdfunding, venture debt and equity rounds.

• M&A Support: Prepare company for exit, manage due diligence, partner with stakeholders to negotiate terms, work with teams on post transaction integration.

Industries we have deep experience in: SaaS, fin-tech, professional services, IaaS, marketplace and CPG.

FinTech

Professional Services

ScaleUp Financial Solutions

ScaleUp Financial Solutions' headquarters in Denver, CO, United States

Rachel Williams

Jennifer Van Meter

Melissa Morehead

Jasmine Choi

Heather (Wilson) Carlin

Katrina Basic

This department provides strategic financial guidance and oversight for the organization.

Finance Leadership

This department manages financial records, prepares financial statements, and ensures compliance with accounting regulations.

Accounting Services

This department oversees financial operations and strategies, ensuring effective financial planning and control.

Finance Management

This department oversees and optimizes the organization's operational processes and financial activities.

ScaleUp Financial Solutions

Org chart

Teams

Finance Leadership

Accounting Services

Finance Management

Operations Management

Offices

ScaleUp Financial Solutions

Org chart

Teams

Finance Leadership

Accounting Services

Finance Management

Operations Management

Offices

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