When Dan joined Vertiba as fractional CFO over two years ago, he provided the financial structure, management and oversight our expanding business demanded. [This] made it possible for our expansion to continue as we envisioned.
— Jim Hooton, CEO, Vertiba
 
Dan Degolier | Ascent CFO Solutions | Boulder & Denver, Colorado

Dan DeGolier, CPA
Founder/Fractional CFO

LinkedIn Profile

Why did I decide to become a fractional CFO? Because I love entrepreneurship, working closely with teams who are building high-growth businesses, and helping new and established companies reach their potential. I’m passionate about working with entrepreneurs and startups managing all aspects of their finance and accounting so they can focus on building and growing their business. My fractional CFO experience includes working with companies such as PivotDesk, Vertiba, Standing Cloud, Beneath The Ink, and BoulderBits to name a few. When not working with clients, I love riding my mountain bike, skiing, hiking and spending time with my wife and three daughters.

Prior to founding Ascent CFO Solutions in 2011 (formerly DeGolier CFO Consulting), I served as CFO for multiple early and mid-stage companies such as Gold Systems, Zayo Enterprise Networks, and VP Finance for Integrated Research. My 25 years of experience began with an international CPA firm: BDO LLP, in Denver, CO. I have a degree in accounting from Colorado State University.                    

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Pam Wismer
Client Engagement Manager/Fractional VP Finance

LinkedIn Profile

In the last several years, I found the energy and excitement of growing companies infectious. I am an action oriented, outside of the box thinker and thrive in environments focused on getting the important things done! I am thrilled I joined the Ascent team in a role designed for nurturing and building valuable relationships with clients, and the talented teams helping them on their journeys. I started my career as a CPA with Ernst & Young, in Denver and Philadelphia, and spent 10 years with LandAmerica Financial Group in a variety of roles, including multiple M&A projects, before returning to my roots in Colorado. After a couple of years in oil and gas, I spent 12 years in home-building - inclusive of incredibly tumultuous times - and experienced great satisfaction overcoming challenges with amazing people. Most recently, as SVP Operations for an online crowd-funded lending company, I had the pleasure of working with emerging and growing businesses that accessed over $1 billion, primarily through revolving lines of credit.

Having grown up in a small mountain town, I'm (almost) a native of Colorado and have a B.S in Accounting from CSU. I enjoyed participating in sprint triathlons, half marathons, and one very exhausting full marathon but have learned to fully appreciate quiet moments on the patio by the fire with my family and three little dogs.

 
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Rebecca Stavros
Fractional CFO

LinkedIn Profile

When it comes to work, I’m inspired by challenges and diversity. Over the past 15 years, I’ve worked in corporate finance, investment banking, and venture capital. I enjoy working with small-and medium-size growth companies where I make a difference by helping management define strategic objectives and successfully execute on their growth strategies. My diverse background enables wearing many hats: from managing the day-to-day accounting and finance functions to providing strategic analysis and guidance on growth opportunities. My experience includes forecasting-planning, M&A advisory, fundraising, valuation, and international business development (China and elsewhere). After spending 8 years working in China, I moved to Denver in 2014. I consulted for a number of companies including a private equity-backed cyber security firm, a medical devices company, and SaaS startups.

I started my career as a CPA at Deloitte and have an MBA from Wharton Business School and a BA in international economics from UCLA. When I’m not working I enjoy yoga, skiing, golfing, traveling, and spending time with my husband and daughter.

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Kathy McCarty, CPA
Fractional CFO

LinkedIn Profile

I joined Ascent CFO Solutions in 2016 because of my passion for working with entrepreneurs and startups in disruptive and emerging businesses. As a fractional CFO I love helping my clients grow their businesses by providing financial and accounting expertise.

I started my career in public accounting at KPMG, before spending the next15 years working as a CFO and operations leader for a number of financial services and technology companies. I helped grow these companies from inception or early revenue stages, through a variety of acquisitions including, venture and private equity fund raising, bridge and working capital financing, foreign joint ventures, and successful M&A exits, including post acquisition financial integration and ERP implementations. As an executive leader, I was also responsible for managing financial and accounting systems, streamlining processes and ensuring strong internal controls and reporting.

A Colorado native, I have a BS in Accounting from the University of Colorado, Boulder and am a CPA. In my free time, I love hiking and exercising, as well as spending time and traveling with my husband and two children.

 
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Craig Dais, CPA
Fractional CFO

LinkedIn Profile

Being a Fractional CFO enables partnering with multiple companies at varying levels of maturity. Whether it is an early stage company putting together their angel funding, or a well-established company considering M&A activity, or looking for organic growth; all are challenging and rewarding. Most of all, the opportunity of getting to know and work with creative, hardworking people is what I find most fulfilling.

Throughout my career, I have seen the life cycle of businesses; from start-up, capital raise, M&A, initial public offering, secondary offerings, and debt restructuring. I have learned a lot from being a part of very successful, and some unsuccessful, companies. After beginning my career in public accounting, I worked in industries from telecom, technology/manufacturing, mortgage business, field maintenance, construction, and transportation.

Outside of work, I enjoy being active. Now that my girls are grown and married themselves, my wife and I enjoy spending time with them and our sons-in-law. We also spend time together working out, running, cycling (primarily road,) and dabbling with home improvement and other creative projects.

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Andrew Walker, CPA
Fractional CFO

LinkedIn Profile

I’m passionate about helping entrepreneurs and business leaders grow and optimize their businesses. An entrepreneur myself, I have more than a decade of diverse finance and accounting experience ranging from internal and external financial reporting, audit, M&A, strategic planning, detailed month-end close, cash flow forecasting, KPI development, and financial modeling. My experience ranges from working at startups, to multi-national, multi-billion dollar companies, and across industries including manufacturing, technology, advertising, ecommerce, media, and SaaS.

Most recently, I was CFO at Midroll Media, podcasting’s largest company and industry leader, which I took from a 3 person startup through successful exit by EW Scripps. Prior to Midroll, I was founder and CFO of Prediculous, a TechStars company, acquired by Sporting News.  I began my career at SPX Corporation a public, multi-national manufacturing company as part of the finance and accounting rotational program, modeled after GE’s famous program. I have a Masters in Accounting from University of North Carolina at Chapel Hill and a Bachelors in Economics from Davidson College.

 
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Marc Gulley
Fractional CFO

LinkedIn Profile

I became a Fractional CFO because it provides great exposure to a variety of businesses, and the opportunity of having an immediate impact on our clients. I enjoy a fast-paced, entrepreneurial environment and find inspiration from the creativity it fosters. I am results-oriented and focused on supporting our clients so they can focus on growing their businesses.

I have worked for and with small to medium-sized, high growth businesses for my entire career. Most recently, as the CFO of a venture capital firm, I was involved in all facets of the business, responsible for the traditional CFO and back office duties, and also an investment team member working with portfolio companies as a prospective investor, shareholder, and board member. Working in a variety of capacities with high growth technology companies through their life cycles was an invaluable experience. Previously, I worked for two real estate companies in accounting, finance, and operational roles, and I began my career as a CPA with Arthur Andersen.

I have an accounting degree from the University at Albany (NY) and I am a CFA charter holder. Originally from New York, I moved to Colorado in 2000, and in my free time, I love exploring the mountains with a fly rod or an off-road motorcycle.

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Jodi Mercer
Fractional CFO

LinkedIn Profile

Being a fractional CFO is exciting as it provides the opportunity of working with a variety of companies, and their challenges, across the full spectrum of industries. I started my career with a BS in Microbiology from Michigan State University, then pursued my MBA in finance and Accounting from Pennsylvania State University. I immediately moved into a variety of finance and accounting/management positions at companies like NCR and Xpedx, a division of International Paper. I spent the next 9 years working with Corporate Express, in a senior financial position, as the company pursued an aggressive roll up strategy, purchasing and integrating several billion dollars in acquisitions over a 5 year span. This experience enabled working with other companies both large and small, in a CFO capacity, as they pursued similar growth strategies inclusive of the operating challenges accompanying those endeavors.

In my free time, I am a competitive equestrian and enjoy showing my jumper in regional competitions. I also enjoy pursuing all the great recreational activities Colorado has to offer, such as skiing and hiking, with my husband and two Great Danes.

 

 
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Eric Altman
Fractional CFO

LinkedIn Profile

I chose to be a Fractional CFO because I like finding solutions.  High growth companies are led by people who see opportunity, and they need a finance/accounting team that drives that same enterprising creativity, energy, and passion.  I joined Ascent CFO in 2018 after working myself out of a job as the fractional-turned-full-time CFO and Board member for Transnetyx, Inc., a molecular diagnostic laboratory. We, later, orchestrated a successful exit for our early investors.  When not working, I can be found hiking with my wife, mountain biking, tooling around Boulder on my townie with my daughter in tow, or teaching Eldorables as a PSIA Level I ski instructor. 

My 25-year career began at international CPA firm Coopers & Lybrand (now PricewaterhouseCoopers) and the corporate accounting department at Fidelity Investments, both in Boston, MA. I have a B.S. degree in Industrial Economics from Union College and a joint M.S. in Accounting/M.B.A. from the Graduate School of Professional Accounting at Northeastern University.


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Erin Lewis
Fractional CFO / VP Finance

LinkedIn Profile

I have a ton of energy, love to build, and love a challenge.  Whether supporting a team in executive Operations roles, or in finance as a VP of Finance, I incorporate People, Process, and Profit into everything I do professionally.  Considering myself "product agnostic," I held international leadership roles in Fortune 50 companies and startups in industries ranging from manufacturing to telecom, from locomotives and aircraft engines, to e-commerce platforms to software.  Having launched, lead, and advised many startups - as both a founder and an investor - my biggest impact is having lead in good times and bad with a true understanding of the risks and opportunities for growth.  I’m a little like a Swiss army knife, ready with the right tools at the right time, and always willing to try something new.

I have an M.S. degree in Industrial Engineering from Georgia Tech and an MBA from Ross School of Business at the University of Michigan.  In my spare time, I continue taking on big challenges including raising two amazing children with my husband of almost 20 years, volunteering in the community, reading at least 50 books a year, and engaging in many outdoor sports including mountain biking, skiing, and triathlons.

 
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Maria Aguirre
Fractional CFO / VP Finance

LinkedIn Profile

I have always been fascinated by the energy and fast pace of business, technology, and company development.  I enjoy working with growing companies, executing their strategic vision, and assisting their evolution by using my finance skills in helping tell their story.

For 20 years I have worked in finance, predominantly in tech for large multinationals, SMB’s, and Startup companies.  The breadth of my experience enabled building a repertoire of skills in finance ranging from FP&A, Reporting, Business Analytics, Capital Investments, System and Tool Development, Cash Management, Opex, Acquisitions, Valuation, and Product Profitability. My most recent roles involved integration of new acquisitions, a successful exit, and acquisition of capital.

I began my career at American Express focused on Latin America. I hold an MBA from UC Berkeley Haas School of Business, a BS from University of Arizona in Accounting and Finance, am fluent in Spanish, and worked and studied internationally.  In my free time I enjoy traveling the world, am a passionate football (soccer) fan, and love trying cuisine from all over the world.


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Katie McTaggart, CPA
Controller

LinkedIn Profile

I am a seasoned Controller with over 20 years’ experience. Most of my experience is with start-ups and small entrepreneurial organizations. My background includes software companies, consumer products, pharmaceuticals, groceries, and manufacturing. Often, the first true accounting employee in a company, I routinely set up process, examine accounting to date, make changes for improving reporting, and handle human resource activities, including benefits. My passion is internal controls. I am a “people person” and enjoy being a mentor and managing small accounting teams. I am well versed in many different accounting software products and involved in several ERP implementations.  

I held accounting positions at Webroot Software, Gaiam, ZOLL Data Systems, SendGrid and Door To Door Organics. I hold a BS degree in Accounting from Regis University in Denver and have an active Colorado CPA license.

 
Jolene Dreith | Ascent CFO Solutions | Boulder and Denver, Colorado

Jolene Dreith
VP Finance

LinkedIn Profile

Why would anyone walk away from a stable corporate job with predictable hours and benefits to join the startup scene? We each have our own reasons, but for me, it’s the contagious passion of entrepreneurs and it’s been a great adventure so far.

My past professional experiences give me a solid foundation in tactical finance and accounting skills. However, my real passion is taking a company a few steps further and driving strategic business decisions. Whether it’s building financial models, evaluating business cases, or just bouncing ideas around, I love working with entrepreneurs. I’ve immersed myself in the startup community by volunteering with Rockies Venture Club; attending numerous Meetups, pitch events, House of Genius gatherings, and NewCo Boulder, and Boulder Startup weeks; networking; and having coffee with anyone in the industry who will say, “Yes.”

I thrive on trail running, training for triathlons, salsa dancing, spending time in the back country, and traveling extensively in developing countries. I’m a Colorado native and hold an MBA from the University of Colorado Denver.

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Joanna Shear
Controller

LinkedIn Profile

I have 20+ years experience in finance and accounting in a variety of industries.  I started my career in audit at PricewaterhouseCoopers where I also spent a couple years in management consulting working with Fortune 500 companies.  I spent several years in the tech industry where I gained experience in financial planning, analysis, and reporting as well as process implementation.  Over the past 5 years, I worked as a controller for small to medium clients handling implementation of accounting systems and processes, as well as financial modeling used for budgeting purposes and investor meetings.  I enjoy working with clients, helping them find efficiencies providing value added insights for key business decisions.  I hold a BA in Business from the University of California, Riverside and a CPA (licensed in CA).

In my free time, I very much enjoy cycling, hiking, yoga, and spending time outdoors with my husband and two boys.  When possible, I love traveling to new places.