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.
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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.
We were frustrated with our bookkeeping and outsourced CFO until we found Ascent CFO Solutions. As soon as Jaime and Dan showed up, we started heading in the right direction. Since then, Ascent CFO automated our accounting, created accurate forecasts, and even helped us strategize on fundraising and corporate matters. They really are a one-of-a-kind company.
In my experience, Ascent CFO is the top Fractional CFO firm in Colorado. Rebecca, Dan and team have been amazing to work with and instrumental in helping us meet our fundraising goals and in developing our financial strategy. We trust Ascent CFO Solutions to help us grow.
We feel like Rebecca is part of our team. We love that through Ascent CFO Solutions, we have an amazing hands-on CFO. Rebecca is involved in a very strategic capacity - financings, project plans, development plans, management oversight – I really don’t know how we managed without her! Several of our institutional partners and large accounting firms have commented on how professional the quality of work is that we are producing.
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.
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.
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.