Escale Accounting & Consulting
Escale Accounting & Consulting

Escale Accounting & Consulting

Typically responds in about 21 min

5.0(3)
5.0(3)
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Introduction: I am a CPA with a passion for small businesses. In the past 8 years, I've helped hundreds of companies scale and grow from all stages. I enjoy working directly with business owners to give them clarity on their business, help them achieve their business goals, and be a true partner they can lean on for advice and feedback. Below are some of the services my team and I can offer. Since we focus on automation and integration at our core, we are able to offer very budget friendly prices to the businesses we partner with. - Bookkeeping - Payroll - Bill Pay - Invoicing - Cleanup and optimization of current financials - Accounting (full ongoing accounting and monthly close accounting activities) - Financial reporting - Migration to QBO, Xero and/or Gusto - Add and maintain dimension to your financials (departments, locations, etc) - Chart of accounts restructuring - Fixed asset tracking and management - Complex accounting transactions (acquisitions, dispositions, etc.) - Workflow automation and optimization - Budgeting - Cash Flow I have worked with a variety of industries in the past, including professional services, franchises, medical, advertising and marketing, transportation, manufacturing, insurance, etc. I look forward to learning more about your business and helping you achieve your goals!
Overview

Hired 5 times

Serves McKinney, TX

Background checked

License verified

1 employee

Payment methods

This pro accepts payments via Credit card and Stripe.

Reviews

Customers rated this pro highly for work quality, professionalism, and responsiveness.

5.0

3 reviews

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pro avatar
Julia C.
May 28, 2022
I had a great experience working with Escale Accounting & Consulting. Monica and her team were able to clean up and streamline my financials, which gave me a lot of clarity into how my company was doing month by month. They also suggested some fantastic process improvements which we have been able to implement and have made a huge difference - and have been a time saver. I highly recommend working with them.
pro avatar
Dave G.
Aug 19, 2022
·

Hired on Thumbtack

Hired on Thumbtack

Did a great job and made it easy on me as the customer!
Accounting
pro avatar
Al B.
May 27, 2022
Monica is hardworking, trustworthy, knowledgeable and an overall good person. I highly recommend you to use her for all your financial needs.
Credentials
License

License Type: CPA - Certified Public Accountant (TX)

License verified on 5/28/2022

Background Check

Monica Sverdlove

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    Our typical pricing for accounting, bookkeeping, or payroll will be a set monthly fee. Once we agree on an engagement, you will receive an engagement letter detailing our deliverables and pricing and a link to enter your payment information. We will charge you your monthly fee on the first business day of each month. This fee includes all phone calls, emails, meetings with us, so you do not have to worry about any surprise bills later on.

  • What is your typical process for working with a new customer?

    Our process starts with an initial call or consultation to introduce ourselves and learn more about the client. If this is a good fit, we will provide a proposal outlining the deliverables to the client, as well as pricing - we will present this proposal and answer any questions. Once the proposal is accepted and signed, we will have our first onboarding meeting, where we get access to al of your accounts, ask detailed questions, and answer any detailed questions you may have. We also establish a good workflow that works for you regarding any deliverables. After onboarding, we get to work with cleaning up/optimizing your financials, coding, reconciling, etc. During the first two to three months, we schedule monthly calls to walk you through your financials, get feedback, and be highly communicative with you about anything that is on your mind. We also work closely with your tax CPA to provide updated financials as often as needed so they are kept up to date with any changes in your business.

  • What education and/or training do you have that relates to your work?

    I am a CPA in the state of Texas. Most recently I've led the accounting team at a very innovative and entrepreneurial accounting firm where I've worked with over 100 businesses on all accounting needs. During my time there, I was able to guide our clients through several stages of growth, and grow their accounting, reporting and processes along with them. My past experience includes work in real estate and portfolio accounting, as well as several years working in public accounting auditing medium and large businesses in Texas and beyond.

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