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 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.
— C.P. Smith, Founder and CEO, Temperatsure
Read more on this acquisition here.
We were moving very fast with our business and needed a fractional CFO who could jump in and provide prompt, accurate financial reporting. PivotDesk uses Ascent CFO for its high-volume accounting and CFO needs. Dan, Katherine Ann and the rest of his team provide the finance infrastructure that helps us maintain our continued expansion and momentum. I don’t hesitate to recommend Ascent CFO for any growing startup that needs assistance.
— David Mandell, CEO, PivotDesk
When Dan joined Vertiba as fractional CFO over two years ago, he provided the financial structure, management and oversight our expanding business demanded. Knowing that Dan was there whenever we needed, for any project, large or small, made it possible for our expansion to continue as we envisioned.
— Jim Hooton, CEO, Vertiba
Illfonic builds amazing games, and we are passionate about what we do. However, finance and accounting are not our areas of expertise. Once we met Dan, we realized what we had been missing, and now we feel like we have a much better handle on our business, our cash flow and where we are going. Dan and his team gave us the right financial guidance with the right attitude.
— Chuck Brundgardt, CEO, Illfonic
"As our business was going through significant growth, we realized that we needed to improve our reporting and Software-as-a-Service (SaaS) forecasting. Dan’s expertise and experience working with other SaaS companies allowed him to quickly engage and improve our management reporting and revenue and cash forecasts. I would highly recommend Dan and the Ascent CFO team to any SaaS firm." — Kevin Kelly, CEO, App-X
We brought Dan on board at a very critical time for our company. From revamping our financial model in preparation for a new fundraising round and preparing documentation for critical client contracts to ensuring our due diligence folder remained up to date, Dan has worked as an integral part of the Beneath the Ink team.
— Sherisse Hawkins, CEO & Founder, Beneath the Ink
What we do requires trust, flexibility and professionalism. So we expected the same from our part-time CFO. And that’s exactly what Ascent gave us. Ascent CFO Solutions gives us accurate, reliable financial and cash flow forecasting tools that allow us continue to grow and provide our customers with great service.
— Nick Martin, CEO, The Pro’s Closet