About ScalePath Finance - A Leading Financial Services Firm

Redefining Financial Services

ScalePath Finance is a forward-thinking financial services firm dedicated to transforming how growing companies manage their operational finance. Headquartered with a strong presence in the San Francisco Bay Area and Los Angeles, we serve clients nationwide who require more than just a bookkeeper.

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28+ Years of Financial Experience, Financial Solutions for Small Businesses, Unlocking Growth Potential
5 Star Experience

Our Story

We were founded on the belief that modern businesses need a holistic partner. We recognized a gap in the market for a solution that can replace or augment a finance team entirely while providing the sophisticated infrastructure usually reserved for public companies.

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Our Mission

Our mission is to provide a seamless "Finance-as-a-Service" experience. We combine human expertise in Accounting, Compliance, and Strategic Advisory with top-tier technical resources. We aim to build your financial house on bedrock, allowing you to focus on innovation.

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Operational Partners

We are not just consultants; we are operators. We pride ourselves on being the backbone of your business. Our team integrates deeply with your operations, handling the complexities of finance so that your internal resources can be directed toward growth and product development.

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Systems & Infrastructure

A key differentiator is our IPO-proven NetSuite architecture. This unique blend ensures that our clients possess the systems, processes, and internal controls necessary to scale rapidly and securely. We bring the technology needed to support your journey from startup to exit.

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Tailored Client Support

Whether providing a Fractional CFO to guide a CEO through a fundraising round or deploying a Controller to ensure strict compliance, our team adapts to the specific needs of each client. We deliver the right level of support at the right time.

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Ready to Get Started?

You didn’t start your business to spend hours wrestling with spreadsheets or worrying about cash flow. ScalePath Finance provides the high-level strategy of a fractional CFO and the reliable support of a dedicated accounting team.