Ascent CFO Solutions

Financial Planning and Analysis

• Strategic Advisory: Partnering directly with CEOs and executive teams to design, pressure-test, and execute financial strategies.
• Capital & Advisory Strategy: Leading clients through fundraising rounds and M&A transactions, from initial valuation and due diligence to seamless post-merger integration.
• Financial Architecture: Constructing robust financial models, dynamic rolling forecasts, agile cash-flow projections, and KPI dashboards that leadership teams actually look forward to reviewing.
• Governance & Leadership: Presenting high-impact financial narratives to Boards and shareholders, while providing oversight to internal or client-side accounting teams.
• Operational Excellence: Modernizing accounting processes, internal controls, and overseeing audit/tax readiness.

Fractional CFO

Accounting Manager

• Own the month-end close: journal entries, balance sheet and bank reconciliations, and financial reporting across multiple entities
• Manage property-level accounting: tenant ledgers, rent rolls, CAM reconciliations, and ASC 842 lease accounting
• Prepare lender reporting, debt schedules, and intercompany consolidations
• Produce financial reporting packages, including dashboard and KPI reporting
• Oversee payroll processes and support year-end audit and tax engagements

Fractional Accounting Manager

• Serve as a strategic partner and “right hand” to CEOs and executive teams
• Develop and execute comprehensive financial strategies aligned with business goals
• Build and maintain financial models, rolling forecasts, and cash flow projections
• Lead budgeting processes and analyze budget-to-actual performance
• Identify and monitor key financial trends, KPIs, and business metrics
• Develop executive dashboards and board-ready reporting packages
• Support and lead fundraising efforts, including venture capital and private equity transactions
• Lead M&A initiatives, including due diligence, valuation support, and post-acquisition integration
• Oversee or directly manage month-end close processes and financial reporting
• Assess and improve accounting processes, systems, and internal controls
• Coordinate annual audits and manage tax return processes
• Present financial results and strategic insights to Boards of Directors and shareholders
• Lead client onboarding engagements, including financial assessments and transition planning

Fractional CFO

Fractional Accounting Manager

Interim CFO