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 to manage 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.                    

Rebecca Stravo | Ascent CFO Solutions | Boulder and Denver, Colorado

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 can make a difference by helping management define strategic objectives and successfully execute on their growth strategies. My diverse background enables me to wear 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 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.

 
Kathy McCarty | Ascent CFO Solutions | Boulder & Denver Colorado

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 allows me to partner 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, it is the opportunity to get to know and work with creative, hardworking people that I find most fulfilling.

Throughout my career, I have had the opportunity to see the lifecycle 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 have worked in industries from telecom, technology/manufacturing, mortgage business, field maintenance, construction, and transportation.

Outside of work, I enjoy being active. With my girls now 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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Eric Altman
Fractional CFO

I chose to be a Fractional CFO because I like to find solutions.  High growth companies are led by people that see opportunity and they need a finance/accounting team that is driving that same enterprising creativeness, energy and passion.  I joined Ascent CFO in 2018 after working myself out of a job as the fractional and then full time CFO and Board member for Transnetyx, Inc., a molecular diagnostic laboratory, as we orchestrated a successful exit for our early investors.  When not working, you may find me hiking with my wife, on my mountain bike, tooling around Boulder on my townie with my daughter in tow or teaching your 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 and 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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Jodi Mercer
Fractional CFO

Being a fractional CFO is exciting for me as it provides the opportunity to work with a variety of companies and challenges across the full spectrum of industries. I started my career with a BS in Microbiology from Michigan State University and 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 then 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 has allowed me to work with other companies, both large and small, in a CFO capacity as they pursued similar growth strategies and the operating challenges that accompany those endeavors.

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

 
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Maria Aguirre
VP Finance / Fractional CFO

I have always been fascinated by the energy and fast pace of business, technology and how companies develop.  I enjoy working with growing companies to execute their strategic vision and evolve by using my finance skills to help them tell their story.

For 20 years I have worked in finance in predominantly tech for large multinationals, SMB’s and Startup companies.  The breadth of experience has enabled me to build 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. The most recent roles have involved integration of new acquisitions, a successful exit and acquisition of capital.

I began career at American Express focused on Latin America, 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 have worked and studied internationally.  In my free time I enjoy traveling the world, am a passionate football (soccer) fan and love to try cuisine from all over the world.

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Erin Lewis
VP Finance

LinkedIn Profile

Erin has a ton of energy, loves to build and she loves a challenge.  Whether supporting a team in executive Operations roles, or in finance as a VP of Finance, Erin looks to incorporate People, Process, and Profit into everything she does professionally.  Considering herself "product agnostic", Erin has 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 as an investor, Erin finds her biggest impact to be in having lead in good times and bad, with a true understanding of the risks and opportunities for growth.  She's a little like a swiss army knife, ready with the right tools at the right time, and always willing to try something new.  Erin has an M.S. degree in Industrial Engineering from Georgia Tech and an MBA from Ross School of Business at the University of Michigan.  In her spare time, she continues to take on big challenges including the raising of two amazing children with her 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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Joanna Shear
Controller

LinkedIn Profile

Joanna has 20+ years experience in finance and accounting in a variety of industries.  She started her career in audit at PricewaterhouseCoopers where she also spent a couple years in management consulting working with Fortune 500 companies.  Joanna then spent several years in the tech industry where she gained experience in financial planning, analysis and reporting as well as process implementation.  Over the past 5 years, Joanna has 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.  She enjoys working with clients to help them find efficiencies and be able to provide value added insights for key business decisions.  Joanna holds a BA in Business from the University of California, Riverside and a CPA (licensed in CA).

In her free time, Joanna very much enjoys cycling, hiking, yoga and spending time outdoors with her husband and two boys.  When possible, she loves traveling to new places.

Sylvia Johnston, CPA
VP Finance

Sylvia Johnston is a CPA with extensive experience as a senior level finance professional with companies ranging in size from start-ups to Fortune 500 multi-national organizations.  Sylvia thrives in an environment where she can drive change to achieve operational efficiencies as well as strengthen financial internal controls.  Possessing an outgoing and enthusiastic personality and armed with best practices from product manufacturers such as Pfizer, Sony, and Universal Music, Sylvia has managed cross-functional teams and successfully implemented accounting practices and business process improvements that are feasible and effective, tailored to each unique business.  

Sylvia has lived and worked overseas and has a unique understanding of respecting other cultures and how to coordinate projects across geographic locations.  Sylvia’s skills include financial reporting, budgeting, forecasting, internal audit, tax, systems implementation and business process improvement.

Sylvia started her career with Arthur Andersen’s metro New York and holds a BA in Accounting and MBA from Michigan State University.

 
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Katie McTaggart, CPA
Controller

Katie McTaggart is a seasoned Controller with over 20 years’ experience. Most of her experience has been with start-ups and small entrepreneurial organizations. Her background includes software companies, consumer products, pharmaceuticals, groceries and manufacturing. She has often been the first true accounting employee in a company, setting up process, examining accounting to date and making changes to improve reporting as well as handling many human resource activities including benefits. Her passion is internal controls. She is a “People person” and she enjoys managing small accounting teams and being a mentor. She is well versed in many different accounting software products and she has been a key person involved in several ERP implementations.  

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


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Jaime Cohen
Controller

LinkedIn Profile

Jaime enjoys working with small to midsize companies to help them operate efficiently and be successful. She has served in a financial leadership role in organizations ranging from startups to Fortune 500 companies, such as AT&T.  She started her career working as an auditor for BKD, LLP. This broad experience helps her see the big picture while working with the client to most efficiently get to the right answer. She has successfully reviewed and implemented controls, business processes and multiple accounting related systems. Jaime holds a BS and Masters in Accounting from the University of Missouri, Columbia.

While Jaime loves helping clients be successful, she also loves to experience the world while riding a bike.

 
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 backcountry, and traveling extensively in developing countries. I’m a Colorado native and hold an MBA from the University of Colorado Denver.