Fractional CFO and Accounting Services for your Growing Business

CFO | STRATEGIC ADVICE | ACCOUNTING | REPORTING

About ScaleUp Financial Solutions

ScaleUp Financial Solutions partners with startups and high-growth companies providing a full range of finance and accounting services, from CFOs and strategic finance, to financial reporting and back-office accounting services.

Our team is part of your team. We provide highly qualified, individualized support and work with you to identify your needs and scale our resources to fit your unique business requirements.

Our deep industry expertise area include SaaS, fin-tech, AI, tech-enabled services, e-commerce, DTC, CPG, marketplace and professional services.

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Fractional CFO Services

Accounting and Financial Reporting Icon

Accounting & Financial Reporting

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KPIs &
Dashboards

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Strategic
Finance

Capital Advisory Icon

Capital
Advisory

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M&A
Support

Clients

Our team supports clients coast-to-coast across a multitude of industries including Saas, AI, deeptech, apparel, beauty, wellness, food & beverage, healthcare and other venture-backed businesses.

Afference logo
Grid Visibility logo<br />
Thrive
Driven Plastics
xMentium logo
We Recycle Solar logo
Returnalyze logo
Regis Company logo
Lunr logo
Krazy Coupon lady logo
GreatSky logo
Full Good logo
Affere ce
Grid Visibility logo<br />
Thrive
Driven Plastics
xMentium logo
We Recycle Solar logo
Returnalyze logo
Regis Logo
Lunr logo
Krazy Coupon lady logo
GreatSky logo
Full Good logo

The team at ScaleUp has been a true strategic partner. Not only have they built clear financial reporting and KPIs for us to measure performance and track the status of the business, but they are also an integral part of our team participating and advising across all areas of the business including sales strategies, pricing, partnerships and customer success.

Chris Drayer

Co-Founder, Revaluate

Rachel and her team were a true partner in the acquisition of MUNIRevs. They worked with us prior to the acquisition to build out our financial reporting and KPIs to show the metrics we needed to maximize our value. They did an incredible job supporting us throughout the acquisitions process, running due diligence and working with our acquirer on post integration processes.

Erin Neer

Founder, MUNIIRevs (GovOS)

The ScaleUp team has been an incredible partner to our business. They are proactive, detail-oriented, and always available to support us. Their ability to collaborate seamlessly with our team has made a huge difference in keeping projects moving smoothly and ensuring we have the insights we need.

Brenda Morris

Executive Leadership, Thrive Causemetics

We’ve been very pleased working with Rachel and the ScaleUp Team.  They bring a great balance of ambition and patience, technical expertise and teamwork, and are always available to help us work through problems large and small.  The cost is fair and predictable.

This is probably my 4th experience working with a Fractional CFO and certainly my best.

Paul Lippe

Founder & CEO, xMentium

We have enjoyed working with Jennifer and her team from ScaleUp as our part time CFO and accounting support.  They have provided valuable insight and resources to a young startup with lots of needs.  ScaleUp has helped us with everything from complex forecasting models for fundraising to everyday battles with cashflow.  Their ability to help us on multiple levels combined with flexibility and responsiveness makes a highly effective combination.

I strongly recommend ScaleUp to any organization seeking a skilled and dedicated CFO, and they are a lot of fun to work with. 

Mark McCollough

CEO/Founder, Driven Plastics

A WBENC-Certified WBE

ScaleUp Financial Solutions is proud to be a certified Women’s Business Enterprise from the Women’s Business Enterprise National Council.

WBENC Certified WBE logo

Our Core Values

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We put our people first

  • Act with Kindness, Compassion and Empathy
  • Respect one another
  • Treat each other with fairness
  • We expect the same in return from our clients and team members
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We are a high touch service

  • Excellent listeners
  • Partner with clients to create positive change
  • Adaptable, reliable, responsive and dedicated
  • Take our commitments seriously
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We add value by delivering meaningful work

  • Empower our clients to understand their financial position
  • Enable clients to make informed decisions
  • Continually seek to improve our client’s business
  • Champion the financial health of the client
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We love what we do

  • Have fun
  • Challenge ourselves to grow and learn
  • Work with fun and interesting people
  • Bring passion and enthusiasm to our work
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We have Integrity

  • Honest and ethical in all that we do
  • Putting our best work forward
  • Our team and clients can depend on us, even when no one is looking
  • We hold ourselves and each other accountable