What Full Stack Finance does

Full Stack Finance operates a managed outsourced back-office platform that delivers Financial Operations, HR & People Operations, and Tax Operations as a single integrated engagement, primarily targeting growth-stage U.S. companies between $1M and $50M in revenue. The service portfolio is organized around three pillars: Financial Operations (fractional CFO, monthly close, GAAP financials, board reporting, ASC 606/718 compliance, audit readiness); HR & People Operations (multi-state payroll, benefits administration, equity comp, onboarding, automatic state registration); and Tax Operations (federal and state income tax, multi-state sales-tax and SaaS nexus, R&D credit capture, international filings such as Forms 5471/5472, and tax provision for Series B and beyond). The firm runs verticalized practices for SaaS & AI, Consumer Goods, Life Sciences, International Business (covering foreign-owned U.S. subsidiaries from 62 countries), Non-Profit, Media & Entertainment, and Technology, with industry-specific use cases such as ASC 730 clinical trial accruals, ASC 830 multi-currency accounting, and Form 990 grant compliance.

The core operating model is a U.S.-led pod covering all three functions under one contract, with the stated objective of eliminating handoffs between separate accounting, HR, and tax vendors. Pricing is custom and scoped to the customer's revenue band and service mix, executed on an annual contract basis with integrated monthly deliverables. The go-to-market is direct enterprise field sales led by senior team members, anchored by free consultations, custom-written scopes, and a no-pressure posture, with content marketing via a blog/resource center and customer testimonials supporting top- and mid-funnel demand. The firm does not appear to publish pricing, AI/ML capabilities, or productized software; delivery is services-led.

The business is privately held, has been operating since 2006, is associated with the Escalon brand, is recognized five times on the Inc. 5000, and reports managing $1B+ in operational financial activity across 20,000+ organizations and 5,000+ workforce systems on a cumulative basis since founding. Co-founders Ivan Ivankovich and Jordan Posell serve as Managing Partners. No external funding rounds, M&A, or leadership transitions are disclosed in available data.

Name

Full Stack Finance

Legal name

Escalon

Website

https://fullstackfinance.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

Full Stack Finance provides outsourced CFO, accounting, HR, payroll, and tax services as one integrated engagement for U.S. growth-stage companies between $1M and $50M in revenue, with verticalized practices across SaaS, Life Sciences, Consumer Goods, International, Non-Profit, and Media.

Ownership category

akta.pro rank

Product category

Outsourced Finance & Accounting Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Finance Services (6199)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industry

Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI)

Keywords

• Outsourced finance services
• Fractional CFO services
• HR and payroll operations
• Tax compliance filings
• Back-office accounting services

Headquarters

HQ city

Santa Monica

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Outsourced Finance, HR, and Tax Services: Subscription-based managed services providing integrated Financial Operations, HR & People Operations, and Tax Operations. Pricing is custom-scoped to revenue band and service mix, operating on an annual contract basis with integrated monthly deliverables including close, payroll, and tax filings.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Full Stack Finance provides outsourced CFO, controller, accounting, HR, payroll, benefits administration, and tax services as a single integrated managed engagement. Its single U.S.-led pod delivers Financial Operations (fractional CFO, monthly close, GAAP financials, board reporting, audit readiness), HR & People Operations (payroll, benefits, multi-state compliance, equity comp), and Tax Operations (federal/state income tax, SaaS nexus, R&D credits, international filings) on a custom-scoped annual contract for growth-stage companies in the $1M–$50M revenue range.

Product overview

Escalon Services is a unified outsourced back-office platform offering Financial Operations, HR & People Operations, and Tax Operations as a single integrated engagement. The company delivers fractional CFO services, accounting, payroll, benefits administration, and tax filing through one U.S.-led pod, targeting growth-stage companies from $1M to $50M in revenue without requiring re-platforming as they scale.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Operations Outsourced CFO and accounting engagement covering fractional CFO, monthly close, GAAP financials, board reporting, ASC 606 and ASC 718 compliance, and audit readiness for investor-grade numbers. Designed for growth-stage companies from $1M to $50M in revenue across SaaS, Consumer Goods, Life Sciences, and other verticals.
• HR & People Operations Full people function delivered as part of the integrated engagement, including payroll, benefits administration, HR compliance, multi-state payroll, equity compensation administration, onboarding infrastructure, and automatic state registration. Targeted at scaling U.S. companies with multi-state workforces that need an HR back office without building one in-house.
• Tax Operations Year-round tax strategy and filing engagement covering federal and state income tax, multi-state sales-tax and SaaS nexus, R&D credit capture, international filings (Forms 5471/5472), and tax provision for Series B and beyond. Delivered under the same engagement as Financial Operations and HR & People Operations to eliminate handoffs between tax, payroll, and accounting vendors.

Quantifiable outcome

• $1B+ in operational financial activity managed
• +3 more outcomes

Named customers7 records

Segments7 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Service PartnersminorImplementation/ SI/ Consulting PartnerEscalon maintains service partnership relationships for implementation and consulting services. Specific partner names are not disclosed on the main website.

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Armanino LLP: Top-20 US accounting and business consulting firm with strong CFO/advisory, HR, and outsourced finance practices for growth-stage and mid-market clients — comparable breadth of services and vertical reach.
• KPMG (Small Business / SBS practice): Big-4 firm offering outsourced finance, accounting, and tax services to mid-market and growth-stage clients; broader portfolio but addresses the same back-office outsourcing buyer Escalon targets.
• BDO USA: Top-10 US accounting and advisory firm with outsourced accounting, tax, and CFO offerings across multiple verticals; broader, larger incumbent that competes at the upper end of Escalon's ICP and for audit-ready engagements.

Direct peers

• Bench: Outsourced bookkeeping and financial reporting platform for SMBs with bundled software + human service; competes for the same small-business owner/CFO buyer Escalon targets, especially below $5M revenue.
• Kruze Consulting: Outsourced CFO, accounting, HR, and tax services for VC-backed startups — virtually identical ICP (Seed to Series C) and service menu; the most apples-to-apples peer in the growth-stage outsourced back-office space.
• Acuity CFO & Accounting Services: Provides fractional CFO, controller, bookkeeping, and HR support to small and growth-stage businesses — directly overlapping with Escalon's Financial Operations and HR & People Operations offerings.
• 1800Accountant: Outsourced accounting, tax, and CFO services for SMBs across the US, with vertical programs for startups, e-commerce, and franchises; competes for the same small-business tax & accounting wallet share.
• CFO Pro Partners (NetSuite): Outsourced controller and CFO services tightly paired with NetSuite ERP implementations for mid-market and growth-stage companies; relevant peer for companies picking an outsourced finance partner with tech-led delivery.
• Pilot: Tech-enabled bookkeeping, tax, and CFO services targeting VC-backed startups in the same $1M–$50M revenue band Escalon serves; closest direct head-to-head competitor on the startup bookkeeping/CFO wedge.

Others

• Finch (accounting/HR integration platform): API-first platform connecting HR, payroll, and accounting systems; not a direct competitor but enabling infrastructure partner that could either compete with or accelerate Escalon-style integrated back-office offerings.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/6401101

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Full Stack Finance