Freeing business owners
to live a life of meaning.

Welcome to Ascent CFO & Advisors, your guide on the path to profit.
Ascent CFO & Advisors

You have a grander vision for yourself, your life & your business.

Unfortunately, what got your business to this point will not help you reach your next goal.

Do you know what those next steps are?

It is time to stop spending your time on things that aren’t growing your business. Break away from the mundane and let’s get on the path to profit. Ask yourself the following questions…

Our Services

Services We Offer

We offer a wide range of services that are designed to improve your business and increase your cash flow. Book a free consultation now to learn which services can help you to improve your cash flow by up to 20%.

CFO Services

Your sales seem to be healthy, but there never seems to be enough cash in the bank to cover bills and payroll. Your friends would be shocked, if they knew just how little you actually make when compared to your sales volume. You wish you knew what to do to make a difference.

Our clients have a plan. They rest easy, knowing their financial records are accurate. Armed with knowledge, they are prepared to face the challenges on growing their business; creating a business that will allow them to live a life of meaning.

Tax Strategy

Preparing your annual tax return is just a formality. You do not like surprises, yet here you are again. You feel frustrated that there is nothing you can do to significantly change the numbers. You can only hope that next year is better.

Our clients know what their estimated numbers are throughout the year. More importantly, they know what they can do to reduce their taxes, so they can improve their business and their cash flow.

Business Building

You have experienced the stress of running a small business. There is so much to do! Unfortunately, you usually spend your time on putting out the fires, not building systems to stop the fires in the first place. You may even be confused about what your next steps should be.

Our clients work on their business every week. They actively work on a project that improves their business and enriches their lives and the lives of their team. They are not just accountable to their dream; they also have a partner that keeps them accountable and a guide along their Path to Profit™.

Client Endorsements

Our Clients Reviews

Dealing with numbers shouldn’t be scary and there shouldn’t be any surprises. We understand that and so do our clients. Here are some endorsements for working with Ascent CFO & Advisors.

Eric is incredibly knowledgeable in business building, accounting solutions and growth planning. He's very trustworthy and would be an asset to any business looking to grow their business. I highly recommend that you at least talk to Eric about your business endeavors!

    Steph

    I had a great experience working with Eric…. Eric was knowledgeable, professional, timely, and easy to work with. Highly recommend!

      Danette

      Working with Eric has been excellent. He saved me countless hours setting up a new business. Well worth every penny for his services, which were very affordable as well.

        Bryan

        Ascent is extremely thorough and detail oriented…. I have newfound confidence that any examination of my finances by an outside entity would be bulletproof!

          Doug

          We know every business is unique, let's discuss your specific needs.

          Just like no business is the same, our service offerings are not cookie cutter. We cater our service offerings to your specific needs through our tiered service approach.
          Book your Free Consultation and let’s discuss your specific needs.

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