Scale Finance Nc

Scale Finance, headquartered in Charlotte, North Carolina, provides fractional CFO, Controller, and accounting services to small and medium-sized businesses (SMBs). Focused predominantly on high-growth and emerging companies, they offer tailored financial expertise to organizations that may not yet require or be able to afford a full-time, in-house finance team.

The core service offering centers around outsourced accounting and financial management. This includes assistance with budgeting, forecasting, financial reporting, cash flow management, strategic planning, and transaction support (e.g., due diligence, M&A advisory). Their fractional CFO services provide senior-level financial leadership, helping businesses navigate complex financial challenges, secure funding, and optimize financial performance.

Scale Finance differentiates itself by emphasizing a proactive and strategic approach. Instead of simply handling routine accounting tasks, they work closely with clients to understand their business goals and develop financial strategies to support growth and profitability. This often involves developing key performance indicators (KPIs), creating financial models, and providing insights to improve decision-making.

A significant portion of Scale Finance’s client base comprises technology, healthcare, manufacturing, and distribution companies. Their expertise in these sectors allows them to provide industry-specific insights and best practices. They are familiar with the unique financial challenges and opportunities faced by businesses in these fields.

The company’s team consists of experienced CFOs, Controllers, and accountants with diverse backgrounds and industry knowledge. This allows them to assemble teams with the right expertise to meet the specific needs of each client. Their professionals often have prior experience in both public accounting and private industry, giving them a broad perspective on financial management.

Scale Finance aims to provide a cost-effective alternative to hiring a full-time finance team, while still providing access to high-level financial expertise. This allows SMBs to focus on their core competencies and growth initiatives, confident that their financial management is in capable hands. They typically work on a project or retainer basis, providing flexible and scalable services to meet the evolving needs of their clients.

In addition to core services, Scale Finance also offers specialized services such as M&A support, due diligence, and assistance with securing financing. This broader range of capabilities makes them a valuable partner for businesses navigating key financial events.