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Ascent CFO Solutions made the Inc. 5000 List of America’s Fastest Growing Private Companies!

Ascent CFO Solutions is a Fractional CFO Firm For Growing Companies

We help businesses navigate the complexities of growth and change by providing CFO expertise scaled to your needs.

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Financial Leadership That Scales With Your Growth

Hire a top-tier CFO in the prime of their career—with deep experience across growth stages—as your team member through our flexible fractional model.

From early-stage startups to established companies, our CFOs, backed by a full-stack financial team, deliver the expertise you need, when you need it. We become a trusted extension of your leadership team, fully integrated into your organization’s culture and invested in your success.

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Why Ascent CFO

Your Trusted Partner for Strategic Growth

As a trusted partner for your leadership team, we take a long-term, proactive approach to support your finance and accounting function. We don’t just provide services—we become invested stakeholders in your success, helping you establish reliable systems, create forward-looking forecasts, and prepare for your next stage of growth.

Our experienced CFOs bring immediate value while building capabilities that endure beyond our engagement.

What Sets Us Apart:

Collective Expertise

Collective Expertise

Full-stack team with specialized knowledge across industries and growth stages

Fully Integrated

Fully Integrated

We become part of your leadership team, not just consultants

Proven Track Record

Proven Track Record

Experience guiding companies from pre-revenue to successful exits

Flexible Engagement Model

Flexible Engagement Model

Part-time or interim support that scales with your needs

    Speak To CFO How Ascent CFO Work
    Core Values

    We’re Rooted in Our Core Values

    Integrity

    We always operate at the highest ethical level, both internally and externally.

    Collaboration

    We partner with our clients and our teammates to consistently exceed expectations.

    Expertise

    We have built a team of best-in-class professionals and encourage continuous growth to help our clients and employees achieve their full potential.

    Flexibility

    We are responsive and adaptable to our clients’ and employees’ changing needs.
    Speak To CFO How Ascent CFO Work
    Who We Serve

    Serving All Growth Stages & Industries

    Early-Stage Startups
    Establish financial foundations that attract investment and enable sustainable growth
    Scaling Companies
    Implement systems that maintain financial control during rapid expansion
    Established Businesses
    Optimize financial performance and prepare for strategic transactions or exits
    Funded Companies
    Provide the financial governance and reporting that investors expect
    From bootstrapped ventures to private equity and venture capital-backed organizations, our team brings relevant experience and industry-specific insights to your unique challenges.
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    What Our Clients Are Saying

    Halp
    Fletcher Richman
    Co-founder & CEO

    “Ascent CFO Solutions was a great partner for Halp from our early days in Techstars all the way through our acquisition. Their team set up our accounting processes from scratch and built financial models for our Seed Round. They were also valuable teammates when it came to preparing for due diligence for Halp’s acquisition by Atlassian. I highly recommend Ascent CFO for any SaaS company experiencing fast growth.”

    BlueVector AI
    Ted Battreall
    CEO & Founder

    “We are impressed with Ascent CFO Solutions’ high quality services and their ability to balance the cost with the requirements of our business. The Ascent CFO team members we’ve worked with are fantastic. They’re responsive and learned our business quickly. I’m confident that the level of talent and experience on the Ascent CFO Solutions team makes them a great fit for many different types of companies. They are certainly the right fit for mine.”

    Proximity
    Josh Freed
    CEO

    “I am more confident than ever in the reliability of our financial operations and the quality of our financial strategy thanks to the Ascent CFO Solutions team. They deliver accurate financial reporting and data-driven financial projection models that give us an actionable, forward-looking view of the company. Now, I have the visibility I need to intelligently grow the business.”

    MUNIRevs
    Erin Neer
    Founder & CEO

    “I continue to be so impressed with how quickly the Ascent CFO team has gotten up to speed on our business. Their expertise and ideas are helping us improve our reporting for better decision making as well as build out a plan to hit specific targets to grow the business. They can meet in real time to solve problems and address strategy as much as any other senior members of my team and they go above and beyond to ensure the steps to our goals are actionable. I am grateful to have Ascent CFO as a guiding force on our team.”

    Nordic Ice
    C.P. Smith
    Founder and CEO

    “As soon as the Ascent team began the acquisition process, I knew we were in good hands. Dan and his team guided us through the entire acquisition process from start to finish — from building the pitch deck to arranging meetings, to acting as a point person between us and potential buyers. They were a true partner to our business.”

    Backbone PLM
    Matthew Klein
    CEO

    “After raising our Series A round of funding, we were referred to Ascent CFO Solutions by our banking partners. It was time to take our financial reporting and strategy to the next level. We needed to be sure we had a sound grasp on our capital structure and that we were running under accrual basis accounting. Ascent not only ensured our books were air tight, they showed us where we could increase efficiency by automating certain processes. I definitely sleep better at night knowing we have a detailed insight of our financial positions at all times. Whether it’s a last minute request before a board meeting, a late night strategy call, or our weekly meetings, Dan and his team are always there for Backbone. They are more than a fractional CFO, they really understand our business through and through. ”

      Why Choose Us

      How We’re Different

      Experience the difference of financial leadership that combines flexible engagements with the rapport of a true teammate.
      Our People & Reputation of Excellence:

      Your Trusted Financial Partner

      We’re known for our integrity, responsiveness, quality work product, and respect for each company’s vision. We aren’t just highly skilled financial professionals, we’re excellent communicators and live by our values. We integrate seamlessly into your organization, becoming a trusted extension of your leadership team

      We Customize Every Engagement:

      Financial Solutions That Scale With You

      We tailor every engagement to align with a company’s specific budget, goals, and growth trajectory. Pay only for the expertise you need, when you need it—scaling our finance and accounting services up or down as your business evolves, saving you significant costs while maintaining financial continuity.

      We Provide 360-Degree Financial Guidance:

      Complete Visibility for Confident Decisions

      Our best-in-breed reporting and business intelligence capabilities ensure every aspect of your business is reflected in your financial strategy. This helps you make faster, more informed decisions with real-time visibility into your financial performance and position—identifying opportunities and addressing challenges before they impact your bottom line.

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      Why Growing Companies Partner with Ascent CFO Solutions

      Experience the confidence that comes with proven financial leadership

      Ready from Day One

      Our leaders understand your growth stage and industry dynamics. We bring proven experience and can contribute meaningfully from the first week of engagement.

      Flexible Partnership

      Adapt your engagement as your business evolves. Scale up during busy periods, adjust focus areas, or transition between services as your needs change.

      Seasoned Expertise

      Access leaders who’ve guided companies through similar growth phases. Benefit from our experience, networks, and proven approaches to common challenges.

      Frequently Asked Questions About CFO Services

      How can a part-time resource truly understand my company?
      A Fractional CFO is a part-time resource but we integrate fully into your team. We begin with a deep dive/discovery phase to understand your people, products, services, systems, and processes. Our experienced CFOs establish regular meetings and communication channels, and know how to ask the right questions to quickly grasp what makes your business unique and what financial strategies will drive your success.
      Will I lose control of financial decisions?
      A Fractional CFO’s role is to advise on a strategic direction that aligns with a company’s goals and lead the execution of that strategy, fully collaborating with your team to do so. It is the responsibility of the company’s CEO or internal leadership team to make the financial decisions, execute transactions, and determine the overall direction of the company. We never request authority to sign checks or authorize transactions on your behalf.
      I have a bookkeeper. Why would I hire a Fractional CFO?

      A bookkeeper handles the day-to-day financial record keeping. They make sure all transactions (expenses, income, bills, invoices, payroll) are entered correctly into the company’s accounting system. They’re focused on accuracy and organization of past and current financial data.

      Companies hire a Fractional CFO when they need more than just good records. A Fractional CFO is more strategic – they look into the future and help make sure you’re prepared for what’s next.

      When is it time to hire a Fractional CFO?

      Consider bringing in a Fractional CFO when:

      • You want to protect your business — like setting up better systems, spotting risks early, or planning for downturns
      • You want to grow and need help building a reliable financial plan (revenue goals, cost management, investment strategies)
      • You’re not sure about your future cash flow — can you cover your financial obligations and invest in growth?
      • You’re raising money (from banks, VCs or other investors) and need professional-level financial reports or help telling your “money story”
      • You need better reports — not just “how much we spent” but “what’s profitable, what’s not, what should we change, and what are the key drivers of our business?”
      • You’re overwhelmed by financial decisions (hiring, expansion, buying equipment, pricing products and services) and want expert advice
      How do you match companies with a Fractional CFO?

      We carefully match CFOs with clients based on experience, culture and personality fit, industry,  and geography. We always arrange a meeting where you meet your Fractional CFO ahead of signing a service agreement. This is an opportunity to assess personality and culture fit as well as begin to ask your questions to see how the CFO would approach financial decisions for your company.

      Are Fractional CFO engagements remote or on-site?

      Fractional CFO engagements often effectively take place remotely. However, if your situation can benefit from a Fractional CFO to be in-person, we can arrange for our team members to be on-site on a regular or as-needed basis regardless of location. We do take geography into consideration when matching companies with a Fractional CFO because we value face-to-face connections on a semi-regular basis, if possible.

      How do you communicate?

      We communicate in your preferred method, which can include regular meetings (on-site or remote), email, Slack, Teams, and more. At a minimum, we have a meeting with the CEO once per month in addition to asynchronous communication. Our most successful engagements are when we are fully integrated into the team and brought into executive and management meetings and board meetings.

      What software and systems are you knowledgeable in?

      We are experienced in EOS (Entrepreneurs Operating System), ERP systems, accounting systems, CRM systems, and more. Additionally, we specialize in connecting a company’s disparate data sources into one custom dashboard for maximum visibility. Learn more about Data Analytics & Insights

      Do you have a long-term contract?

      No, we do not tie companies into long-term contracts. We believe in providing value each month for as long (or as briefly) as it benefits your company. We just ask that you give us 30-days notice in advance of when you’d like to end our services so we can ensure a successful handoff.

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      Questions or business inquiries regarding our part-time CFO, finance and accounting services are also welcome at: info@ascentcfo.com

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