Here's what some of our happy customers had to say about working with us:

 
 
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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.
— Fletcher Richman, Co-founder & CEO, Halp
 
 
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.
— Josh Freed, CEO, Proximity
 
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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.
— Erin Neer, Founder & CEO, MUNIRevs
 
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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, Nordic Ice
 
 
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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.
— Matthew Klein, CEO, Backbone PLM
 
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We were frustrated with our bookkeeping and outsourced CFO until we found Ascent CFO Solutions. As soon as the Ascent team 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.
— Laurence Spiewak, Founder, Suerte Tequila
 
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In my experience, Ascent CFO is the top Fractional CFO firm in Colorado. The Ascent CFO team has 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.
— Joshua Churlik, CEO, Well Data Labs
 
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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.
— Joe DelZotto, CEO, Delwest
pivotdesk Logo | AscentCFO Solutions Client
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
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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
 
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Over the last year and a half, Ascent CFO has helped streamline reporting processes and procedures, build out a long-term financial plan for FloWater and has spearheaded the growth and development of our finance department. With their help, we were able to lay the foundation for additional growth.
— Rich Razgaitis, CEO, Flowater
 
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Ascent developed a streamlined approach to analyze our data and make it actionable. The team helped transform financial data, consult on variable compensation and contracts to increase overall profitability. We’ve been so happy to have them apart of our team!
— Blakely Graham, CEO, TaskRay
 
 
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Working with Ascent CFO has been phenomenal. Ascent took the time to get to the bottom of issues and was integral to keeping our back offices functioning, bringing our audit to near closure, and driving substantive improvements in our close process. Knowing the details were covered by Ascent’s Fractional Controller and our internal team, we were able to focus on the biggest challenges facing our company.
— Kevin Walmsley, CFO, Datavail
 
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Ascent CFO thoroughly understands the needs of my early stage company. The team created a dynamic financial model that can be easily updated as we scale the business and refine our assumptions. I am consistently impressed by the level of detail Ascent CFO provides as well as their ability to communicate pros and cons succinctly. I highly recommend them as a trusted partner for any growing company.
— Jennifer Henderson, Founder & CEO, TiLT

A Few of Our Happy Clients