Scale CPA
We are seasoned CPAs, accountants, and enrolled agents who refined our skills at Big Four accounting firms. We have served a wide variety of companies, from start-ups to Fortune 500. We strive to bring Big Four level of expertise and service to the small and mid-market sector, at a fraction of the cost.
Our unique approach leverages the latest technology to provide bespoke tax provision, tax compliance, accounting, and advisory services. We utilize data, analytics, and visualizations in everything we do to understand trends, identify opportunities, and plan for the future.
We assist public and private companies with their tax provision (ASC 740/IAS 12), tax compliance, accounting, and advisory needs. Historically these companies’ only options for their accounting and tax needs were Big Four and large regional firms; however, we provide small and mid-market public companies the opportunity for a better experience, at a more manageable price tag.
By saving you in taxes, keeping you compliant, and providing strategic advisory, we help you scale your business with ease.
Our unique approach leverages the latest technology to provide bespoke tax provision, tax compliance, accounting, and advisory services. We utilize data, analytics, and visualizations in everything we do to understand trends, identify opportunities, and plan for the future.
We assist public and private companies with their tax provision (ASC 740/IAS 12), tax compliance, accounting, and advisory needs. Historically these companies’ only options for their accounting and tax needs were Big Four and large regional firms; however, we provide small and mid-market public companies the opportunity for a better experience, at a more manageable price tag.
By saving you in taxes, keeping you compliant, and providing strategic advisory, we help you scale your business with ease.
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 a niche expertise in working with small and mid-market public companies, offering ASC 740 tax provision and tax compliance services to these businesses.
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
No minimum required
Client Type
Services Offered
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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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6 Client Reviews
"Securing Matt's services has been my best investment in the last 24 months. He does all of my business and personal accounting. I don't spend one minute worrying about it anymore. He affords me more time with my family and friends. I couldn't ask for anything more."
1 Client Reviews
"without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!"
3 Client Reviews
"Jeremy and his team have been my go to firm for over 6 years. I have been delighted with quick results, very responsive answers to my questions and have even been educated when needed. This firm cares about your taxes 365 days a year and does a great job of tax planning and preparation so tax day is not a dreaded experience. I need my complex corporate taxes and personal taxes handled by a knowledgeable, tax oriented team of professionals, and this team is the best."
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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.
