Our Values
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What We Believe
Our core values are the fundamental beliefs we live and breathe by. They are the guiding principles dictating how we treat our staff and our clients as well as how we expect to be treated.
These core values are what we believe
Every Act Has Impact
As a company, how we live it
Life is too short to waste in doing things that just don’t matter. We want every interaction with our clients, teammates, and suppliers to make a difference. We love it when someone tells us that something we did for them was so worth it!
As team members, how we experience it
Ascent CFO & Advisors understands that I want to make an impact on the world around me, beginning with myself, my clients and my teammates. I know that Ascent supports me in having a meaningful life, both professionally and personally.
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As a team member, how I personify it
“Every Act Has Impact” reminds me what my goal as a member of the Ascent team is. I go into each meeting or assignment with a strong desire to find the best outcome for everyone, so that our efforts are not wasted.
How our clients experience it
As an Ascent CFO & Advisors client, I expect them to come with suggestions on how I can make a difference in my business. I appreciate them holding me accountable to the decisions I’ve made, so I can change my business to one that supports the life that I want to live.
As a client, how I appreciate it
Working with Ascent CFO & Advisors has helped me to be more deliberate in how I structure my business and how I use my time. Now, I’m focused on what matters in my business and have more freedom to accomplish the things that matter most in my life.
Every day, just a bit Better
As a company, how we live it
Change is going to happen. But will that change be good or bad for your business? We plan to improve. We look for opportunities to enhance our systems, processes, and services, so that we can better help our clients, teammates, and suppliers. We don’t have to do everything perfect now. We know that small incremental improvements all year long make a huge difference in the end.
As team members, how we experience it
Ascent CFO & Advisors want me to be the best me that I can. I own my processes and can make changes that improve how I do my job. They invest in my development through educational assistance, goal setting, formal mentorship, and teaching opportunities. I’m rewarded for my contributions to improvement.
As a team member, how I personify it
“Every day, just a bit Better” isn’t just a slogan. It is how I think. Not just at work, but in every aspect of my life, I want to develop myself, so that I am able to help others and feel the satisfaction of accomplishing something meaningful. It’s the journey that matters.
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How our clients experience it
My Ascent team really pushes me to be better. As a business owner, it is hard to stay focused on what really matters in my business. There are so many fires and distractions. Working with Ascent helps us to stress continuous improvement in our business.
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As a client, how I appreciate it
By focusing on becoming better each day, I am slowly gaining more control over my business. Because I am better prepared, I’m seeing more new opportunities and I have more time to do what matters most to me.
See Others First
As a company, how we live it
Serving others is a special privilege. It is very hard to serve someone that you don’t know or respect. We want to see you for who you are: Someone who has desires, hopes and dreams. We are honored to be part of your journey to reach them.
As team members, how we experience it
Ascent CFO & Advisors treats me with respect. I’m given the flexibility to express myself and create a role that supports the other aspects of my life. Because Ascent sees me as a person, I’m comfortable opening up and showing where I can use some help. I’m not condemned; I’m cared for.
As a team member, how I personify it
I want to “See Others First” in every interaction that I have. When I’m making a decision, I stop for a moment and ask myself, “How is this decision going to affect my teammates or clients? Will it make it better for them also or just for myself?” Life isn’t all about me. It’s more about who and how I serve. I’m willing to forgive when someone comes up short and hope that they will do the same for me.
How our clients experience it
I am glad that Ascent CFO & Advisors takes the time to get to know me and what I want. I am confident that they have my best interests at heart and am grateful for their support in growing my business.
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As a client, how I appreciate it
The mutual respect that I share with Ascent is great! When I need their help, I know that they will do their best for me. I am respectful of their time and ensure that my requests are timely and reasonable.
No Surprises
As a company, how we live it
There is no place for surprises in finance. We firmly believe that with correct planning and preparation, combined with effective communication, our teammates, clients, and suppliers will be ready when the unexpected occurs. Because we are prepared, we are ready to take advantage of the new opportunity.
As team members, how we experience it
Ascent CFO & Advisors have set clear expectations for me. I know what I need to do. More importantly, I know what success looks like. Together we have created a career path, so I know what I’m working towards. I receive regular feedback on my performance, so I know where I can make changes.
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As a team member, how I personify it
I’m part of a team and they are relying on me to make things happen. When things are not going to plan, I take ownership of the problem and make sure to over communicate what the situation is, so there are “No Surprises” and so I can get assistance. My teammates and clients deserve as much notice as I can give them.
How our clients experience it
I didn’t realize before how nice it is not to have to worry about all the minutiae that Ascent takes care of for me. We set expectations and we move forward growing my business without the worries I had before. With better communication, we can make faster decisions and take advantage of the opportunities that I find.
As a client, how I appreciate it
I’ve learned that the earlier I share my thoughts and new plans, the better Ascent can help me to succeed. I’m spending less time fighting fires and dealing with unwelcome surprises and more time working with my team and focusing on what matters most.