CPA, Business Tax Preparation and Fractional CFO Services for Growing Businesses
For owners doing $1M to $30M who need more than a once-a-year tax preparer: accurate books, smart tax planning and CFO-level numbers you can steer by.
Most CPAs report what already happened. We help you plan what happens next, with business tax preparation, accounting and fractional CFO work handled by one CPA-led team.
- Business and personal tax under one roof
- CPA-led
- Serving San Diego County and the U.S.
What do you need help with right now?
Be honest: do you know your numbers?
- Do you know how much profit you made last month?
- Can you see your cash runway today, not 60 days from now?
- Do you know which services, products or locations make money and which lose it?
- Did anyone talk to you about tax strategy before December 31?
If the answer to any of these is no, you do not have a finance function yet. You have a tax preparer and a bookkeeper. That works until the business grows, and then it starts costing you.
Typical CPA vs. ScaleSight
| Typical CPA | ScaleSight | |
|---|---|---|
| Contact | Tax season | Year-round |
| Tax | Files what happened | Plans before year end, then files |
| Books | Cleaned up once a year | Closed every month |
| Reporting | Tax return only | KPI dashboard and cash forecast |
| Growth and exit | Not their job | Fractional CFO planning |
Tax preparation, accounting and CFO services
Business tax preparation is the core. Planning, accounting and fractional CFO work make every tax return better than the last.
Fractional CFO Services
Fractional, virtual and outsourced CFO support: forecasts, dashboards and lender reporting.
Learn moreBusiness Tax Preparation
Federal and California corporate, S corp, partnership and LLC tax returns.
Learn moreSmall Business Tax Preparation
Tax returns, quarterly estimates and 1099s for owners moving past DIY software.
Learn moreS Corp Tax Preparation
Form 1120-S, Form 100S, K-1s, reasonable compensation and basis tracking.
Learn morePartnership Tax Preparation
Form 1065, partner K-1s, capital accounts and California Form 565 or 568.
Learn moreLLC Tax Preparation
Single and multi-member LLC returns, Form 568, the $800 tax and LLC fee.
Learn moreTax Planning for Business Owners
Year-round planning for owners: structure, compensation, PTE tax and timing.
Learn moreSmall Business Accounting and Bookkeeping
Monthly and catch-up bookkeeping, QuickBooks and month-end close.
Learn moreThe ScaleSight CFO Advantage frameworks
Our CFO work is organized around four frameworks built for growth-stage companies.
Runway Recovery Protocol™
Find and reallocate trapped cash, from vendor leaks to underpriced offers.
Learn moreMargin Engineering Matrix™
See which revenue units are profitable and which drag margin down.
Learn moreSignal-Driven Scaling Dashboard™
Revenue, margin and burn in one current view instead of lagging reports.
Learn moreFounder's Financial Freedom Tracker™
Connect company results to the owner's personal financial goals.
Learn moreServing businesses across San Diego County
From North County to the South Bay, we work with growing companies in all 18 cities and the unincorporated communities between them.
- CPA in San DiegoTax preparation, accounting and CFO
- CPA in Chula VistaTax preparation, accounting and CFO
- CPA in OceansideTax preparation, accounting and CFO
- CPA in EscondidoTax preparation, accounting and CFO
- CPA in CarlsbadTax preparation, accounting and CFO
- All San Diego County areas18 cities and unincorporated communities
How working with ScaleSight starts
Apply
Tell us about your business in two minutes.
Growth Audit
A CPA reviews your financials, cash flow and tax approach.
Plan
You get a written action plan and a fixed scope if we are a fit.
Execute
Monthly close, tax planning and CFO reviews on a set calendar.
Why owners choose ScaleSight
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.
Frequently asked questions
Who does ScaleSight CPA work with?
Owner-led companies with roughly $1M to $30M in annual revenue that want business tax preparation, accounting and CFO-level planning from one team. Many are in San Diego County, and we also work with growing businesses across the U.S.
What is the free Growth Audit?
A focused review of your recent financial statements, cash flow, profitability and current tax approach. You receive a scalability readiness scorecard and a written action plan, whether or not you decide to work with us.
Do you prepare both business and personal tax returns?
Yes. Business tax preparation is our core service, and we prepare personal returns for business owners with complex situations so K-1 income, estimated payments and state taxes are coordinated.
What is the difference between your CFO service and bookkeeping?
Bookkeeping records and reconciles transactions. Our fractional CFO service uses those numbers to forecast cash, track KPIs, plan pricing and hiring, and prepare for financing or a sale.
How do I switch accountants mid-year?
We request your prior returns and accounting file, review the books, and take over from the next open period. Your previous accountant does not need to do anything beyond providing records you are entitled to.
Apply for your free Growth Audit
Ready to get clear, actionable insight into your business finances? Start here.
- 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