Featuring the team that will help you grow

OUR TEAM
We know the food and beverage business
Food hall vendors, farmers market vendors, food trucks, catering, fast-casual restaurants, bars, and CPG – that’s our passion, that’s what we do
The staff at Scaleit Financial has been growing small businesses and startups for the past 25 years, using the insight and guidance that can only come from a Certified Public Accountant who’s been in your position.

We keep you focused on growing your profitability, sustainably
We specialize in growing food and beverage businesses from startup to 4 locations
The entrepreneurial spirit is in our staff’s DNA. We understand the responsibilities you have to family and friends, investors, suppliers, employees, your target market, community, and to Uncle Sam, and without profits none of these groups will be happy. We also know what it is to score major victories and celebrate. Let us help to get you to a better place.

Founder and CFO
Erik Kugler
Erik has been working to grow small businesses in a CFO capacity for the past 25 years. He has also started, grown, and exited his own retail business, so he knows what it is to be CEO, CFO, CMO, CTO, and COO all at the same time.
His proprietary approach, developed over decades, hones in on the data that’s key to increasing the net income. From starting up to becoming profitable and expanding to getting funded by major VCs, Erik knows what it takes and guides you along the way.
Your Recipe for Growth

Accounting
Configuration
Bookkeping
Accounts Payable
Payroll
Reconciliations
Financial Statements

Growth
Analysis
Customized KPIs
Forecasting
Budgeting
