5.0
Average rating
3
Client Reviews
$500 to $5,000
Monthly Fixed Fee
What Our Clients Say
5.0
3 Client Reviews
Vanessa Luo
August 5, 2025
Current client since 2024
5.0
Reason for working with Scale CPA
We’re a Series B startup and needed a reliable partner to help scale our accounting function. We chose Scale CPA because of their deep expertise in SaaS finance, their ability to support across key accounting functions, and their familiarity with modern tools and ERPs. Their responsiveness and tech-forward approach made them the right fit for our stage and needs.
Experience working with Scale CPA
We've been working with Scale CPA for support across billing, federal filings, sales tax, and more—and they've been an exceptional partner. Their communication is clear and timely, and they’re always up to date on the latest technologies and ERPs, which makes collaboration seamless. We highly recommend Scale CPA to any team looking for a knowledgeable and forward-thinking finance partner.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Kevin K
August 8, 2025
Current client since 2022
5.0
Reason for working with Scale CPA
Howard and his team are super sharp, capable, communicative, and understanding. We have never found a better CPA option and we have gone thru quite a few.
Experience working with Scale CPA
Howard has been a game-changer for my businesses. He tackled our financial mess with impressive expertise, sorting out tax and registration headaches like a pro. Not only is he a financial wizard, but he's also a people person. His knack for building great relationships with clients has been a huge plus. On top of all that, Howard's even dished out some valuable personal advice.
Honestly, I can't recommend Howard and his team enough. I've been singing his praises to my family and friends, and for good reason. He's transformed my businesses, and I'm sure he can do the same for anyone in need of top-notch financial management.
Honestly, I can't recommend Howard and his team enough. I've been singing his praises to my family and friends, and for good reason. He's transformed my businesses, and I'm sure he can do the same for anyone in need of top-notch financial management.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
In terms of size, generally businesses with at least $500,000 in annual revenue or venture-backed startups tend to be the best fit for us. We have niche expertise in working with ecommerce businesses (sellers on Amazon, Shopify, multi-channel, etc.); food & beverage (coffee shops, fast casual, full-service restaurants); and technology companies (VC-backed startups, crypto, SaaS).
Clients who wouldNOTbe a good fit
Individuals that do not own a business and businesses under $500,000 in annual revenue without institutional investors.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
$500,000
Client Specialties
Preferred Industries
Client Type
Services Offered
Service Pricing
Monthly Fixed Fee
$500 to $5,000
Meeting Options
Video meetings
Email
Phone
Scale CPA's Tech Stack
About Scale CPA
At Scale CPA, we offer tax planning, tax compliance, bookkeeping, and fractional CFO services for small and mid-sized businesses.
Our team includes seasoned CPAs, accountants, and enrolled agents who honed their skills at Big Four firms and have worked with everyone from startups to Fortune 500 companies. We bring that same level of expertise and service to the small and mid-market — without the enterprise price tag.
Unlike traditional firms that simply check boxes, we deliver proactive tax strategies to reduce your effective tax rate and provide ongoing, industry-specific KPI tracking to support better business decisions.
While most accountants focus solely on compliance, we aim to be your strategic financial partner — offering insights and tools to help your business grow with confidence.
By saving you money on taxes, keeping you compliant, and offering expert guidance, we help you scale faster and smarter.
Our team includes seasoned CPAs, accountants, and enrolled agents who honed their skills at Big Four firms and have worked with everyone from startups to Fortune 500 companies. We bring that same level of expertise and service to the small and mid-market — without the enterprise price tag.
Unlike traditional firms that simply check boxes, we deliver proactive tax strategies to reduce your effective tax rate and provide ongoing, industry-specific KPI tracking to support better business decisions.
While most accountants focus solely on compliance, we aim to be your strategic financial partner — offering insights and tools to help your business grow with confidence.
By saving you money on taxes, keeping you compliant, and offering expert guidance, we help you scale faster and smarter.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
