How We Work

In today’s competitive landscape, having strategic financial leadership isn’t just an advantage—it’s essential for sustainable growth. A CFO brings the financial expertise, strategic vision, and operational discipline needed to navigate complex business decisions, optimize cash flow, and position your company for long-term success.

We work with companies on both a fractional and interim basis, tailoring our approach to match your specific needs and growth stage.

Fractional CFO Services – Strategic part-time CFO support, often on a long-term basis, when your company needs senior financial leadership but doesn’t require a full-time hire. Perfect for companies seeking ongoing strategic guidance, financial planning, and leadership development.

Interim CFO Services – Full-time CFO support and leadership for a defined period while you search for a permanent hire, during leadership transitions, or through critical business phases like fundraising or acquisitions.

We work collaboratively—both with your internal team and with each other—to deliver comprehensive solutions that single practitioners simply can’t match. When you work with Ascent CFO, you gain access to collective expertise spanning industries, growth stages, and financial specialties.

Our most successful partnerships happen when we become a true extension of your leadership team, fully integrated into your organization’s culture, goals, and decision-making processes. We don’t just provide services—we become invested stakeholders in your success.

We deliver world-class CFO services remotely to businesses nationwide, making senior-level financial leadership accessible regardless of your location. Our systems, processes, and communication protocols are designed for seamless remote collaboration.

When your business benefits from in-person engagement, we arrange travel to meet on-site regularly or as needed. We strategically consider geography when matching companies with fractional CFOs because we believe face-to-face connections strengthen partnerships and enhance our understanding of your business operations.

We work in your communication style–which can include regular meetings, email, Slack, Zoom, phone, Teams, and more.

Growing businesses operate in constantly shifting environments. That’s why we’ve designed our engagements to adapt with you—no long-term contracts, no rigid commitments. We prove our value every single month and scale our involvement up or down as your business evolves.

Whether you need to ramp up quickly for a major initiative or scale back during seasonal fluctuations, our flexible approach ensures you always have the right level of financial leadership support.

• Senior financial leadership with immediate availability – No lengthy search processes or lengthy onboarding periods
• A cohesive, experienced team – Collective expertise that exceeds what any individual CFO can provide
• Industry-specific experience – Deep knowledge of businesses at your growth stage and in your sector
• Consistent, reliable service delivery – Responsive communication and dependable execution
• Specialized knowledge – Understanding of industry metrics, benchmarks, and best practices
• Fresh, independent perspective – Objective insights into your financial operations and growth opportunities

• Commitment to growth and improvement – Drive to implement recommendations and embrace change
• Collaborative partnership approach – Willingness to work with us as an integrated team member
• Openness to new perspectives – Receptiveness to hear our insights and consider our strategic recommendations

1. Initial Discovery Call: Book a conversation with one of our CFOs to discuss your business needs, challenges, and growth objectives.
2. Custom Proposal & CFO Match: We prepare a tailored proposal and match you with the Fractional CFO whose experience best aligns with your company and growth stage.
3. Meet Your CFO: Meet your CFO to evaluate personality fit, communication style, and cultural alignment.
4. Comprehensive Business Discovery: Your CFO conducts a thorough assessment of your current financial systems, team capabilities, and operational processes.
5. Planning & Prioritization: Review findings from your CFO’s organizational audit and collaborate to identify the highest-impact opportunities and establish clear priorities.
6. Implementation & Ongoing Partnership: We begin executing your strategic financial priorities with regular communication and adaptive planning.

Friendly. Fast. Flexible.

Book a Call with a CFO

Experience the difference strategic financial leadership makes for your business. We look forward to joining your team.