From Financial Clarity to Scalable Success
Helping small business owners understand their financial health, overcome challenges, and scale with confidence
About Scale Wise Financial Solutions
Our Firm
At Scale Wise Financial Solutions, our mission is to help business owners gain clarity, build confidence, and scale with intention.
Sustainable growth starts with understanding the financial story behind your business — not just reviewing reports after the fact. Education is at the core of everything we do.
Who We Serve
Small business owners that are looking to gain financial success and scale. Together we will evaluate the financial health of your company and design strategies that support long-term scalability. Our approach is proactive and collaborative, empowering business owners to think strategically, plan ahead, and grow wisely.
Our Leadership
Led by a licensed CPA, Erin Jackson brings over eight years of experience in the accounting industry, with a professional background rooted in "Big 4" public accounting and later, accounting advisory and tax accounting. Her career has evolved into a focus on helping business owners understand their financial position, build, and scale with intention.
Professional Accounting Services
Tax Services
Advisory & Strategic Planning
Advisory & Strategic Planning
Professional tax preparation and strategic tax planning services to help you make informed financial decisions as your business grows.
Advisory & Strategic Planning
Advisory & Strategic Planning
Advisory & Strategic Planning
Financial advisory services focused on forward-looking reporting, cash flow visibility, and lender-ready financials while navigating various reporting requirements.
Operational Accounting
Advisory & Strategic Planning
Financial Management Support
Providing operational accounting oversite focused on finding opportunities for process improvement that will lead to more streamlined processes adding time back to your day.
Financial Management Support
Financial Management Support
Financial Management Support
Providing interim controllership and CFO support for your business. While you search for the perfect team member you have a trusted CPA in place.
Business Consulting
Financial Management Support
Business Consulting
Our business consulting services help you improve your business operations and increase profitability. We offer customized solutions tailored to your specific goals and business needs.