Ascent Advisory Group, LLC

Contact for price

Select a service

Zip code

Annual income

Entity type

Accounting needs

Sorry this pro can’t do your job, but we know other pros who can. Check them out

About

With over 10 years of remote financial management experience helping individuals to multi-million dollar businesses, we are your trusted partner for personal and business budgeting, bookkeeping, and financial optimization regardless of client size. Our specialists seamlessly integrate into your workflows, closing gaps and empowering sustainable success for any budget.

Overview

Background checked

5 employees

3 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Apple Pay, Cash, Check, Credit card, Google Pay, PayPal, Samsung Pay, Square cash app, Stripe, Venmo, and Zelle.

Social media

Facebook, Instagram

Services offered

Entity type

Individual or sole proprietorship

Partnership

C-Corp / Corporation

S-Corp

Industry

Sales & marketing

Healthcare

Technology / IT

Manufacturing

Annual income

Less than $100K

$100K - $500K

$500K - $1M

$1M - $5M

Reviews

Customers rated this pro highly for professionalism, work quality, and responsiveness.

5.0

3 reviews

5

100%

4

0%

3

0%

2

0%

1

0%

Lauren R.

Feb 25, 2024

Over the last year, I have greatly benefited from the personal financial guidance provided by Ascent Advisory Group, LLC. As someone who has struggled with budgeting, debt management, and reaching my financial goals, I knew I needed professional help getting my personal finances on track. The team at Ascent Advisory Group has worked closely with me to completely overhaul my budgeting and spending habits. They took the time to understand my financial situation, priorities and concerns first. Then, they developed a customized monthly budget tailored to my income streams and existing debts. I really appreciate the detailed spreadsheets they provide each month to track whether I’m overspending in any area as well as projections on when I could pay off loans based on different payment scenarios. Beyond budgeting, Ascent Advisory Group has assisted me with repairing my credit, consolidating credit cards to lower my interest rates, and establishing a plan to pay off student loans in 5 years. They are always available via phone or email when I have questions about managing my finances or need motivation when I struggle sticking to my prescribed budget. I no longer feel lost navigating my finances thanks to the personal guidance of Ascent Advisory Group. I finally feel empowered, knowledgeable and optimistic about reaching a place of financial stability in the coming years instead of living paycheck to paycheck riddled with debt. I am happy to provide more specifics on how Ascent’s personalized services have benefited me - simply reach out.

Ascent Advisory Group, LLC's reply

Thank you for your review!

Omar A.

Feb 25, 2024

I am extremely grateful for the support and services your team has provided to my small business over the past few years. From setting up our bookkeeping practices and financial statements to helping us develop a strategic 3-year budget, you have been invaluable in getting our company off the ground and running smoothly. The income statements and balance sheets you prepare continue to provide clarity into our financial health and help us make key decisions. They enable us to analyze costs, manage cash flow, gain insights into growth opportunities, and mitigate financial risks. Developing that initial 3-year budget with your team was enormously beneficial, as it gave us realistic targets to work toward and it continues guiding our growth ambitions. I also want to express my sincere appreciation for the hands-on support you provide, particularly with the weekly check-ins. It is incredibly helpful to have you following up, ensuring we stay on track with our budget, answering any questions that come up, and offering strategic advice. You consistently go above and beyond. In addition, the invoice submission, collection, and payment tracking has alleviated a huge administrative burden for my small team. I can focus my energy on core business operations knowing you are managing this critical component and that we will get paid reliably and on time. In short, having Ascent Advisory Group LLC as a partner over the years has allowed my company to truly thrive. Your expertise in accounting and finance, coupled with your outstanding strategic and management guidance, have been absolutely invaluable. We could not have achieved this level of stability, growth, and success without you. Thank you sincerely for everything.

Ascent Advisory Group, LLC's reply

Thank you for your review!

Jenna S.

Feb 25, 2024

Ascent Advisory Group, LLC's reply

Credentials

Background Check

Omar Aminzay

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
We utilize an hourly pricing model that charges for every 15 minutes of service, billed in 15-minute increments. This allows our clients maximum flexibility to receive as much or as little support as is currently needed, only paying for the exact time used. We provide discounted bundled hourly packages for long-term engagements to offer cost savings, as well as tiered discounts for non-profits, startups under 2 years old, and companies with under $1 million in revenue. Our specialists will provide complimentary scoping sessions to assess project needs and provide quotes before starting work.
What is your typical process for working with a new customer?
We begin each new client engagement with an intake call to understand your unique needs and objectives, then develop a custom financial plan detailing services, technologies, and staffing to be deployed to achieve your goals. Once finalized, we commence ongoing collaborative work integrated into your workflows for seamless adoption and value creation. Along the way we continually assess progress and gather feedback to refine the support model so that it remains ideally configured to drive your enduring prosperity.
What education and/or training do you have that relates to your work?
Our specialists hold bachelor's and advanced degrees in accounting, finance, business management, and economics from top universities plus industry certifications like CPA, CIA, CMA, and CGMA. We take pride in equipping each client with education and tools over engagements to develop enduring financial management capabilities.

Ascent Advisory Group, LLC

About

Payment methods

FAQs

Related cost information

Popular in Frederick

You might also like

In other nearby areas