Ascend CFO

I provide comprehensive financial support for construction businesses (including specialty trades) across the U.S.—serving firms who are actively scaling and need high-integrity financial partnership. From reliable bookkeeping and payroll to strategic CFO services, I help clients increase profitability, manage cash flow, and stay compliant through systems built to support growth, reduce risk, and handle the complexities that come with expansion. I don’t just keep your books—I contain your financial operations. Construction owners are busy. My job is to make sure you stay hands-off on the finance side so you can focus on building, bidding, and scaling. I handle the flow, enforce the structure, and keep the chaos out of your inbox. You’ll know I’ve got this—and you won’t have to think about it. All services are performed remotely and are offered on a fixed monthly basis. Services are month-to-month so there is no long-term commitment. I do not provide one-time services such as cleanups, entity setup, licensing, tax filings, or startup consulting, and I do not offer hourly engagements such as training or ad-hoc consulting. I also do not provide fundraising support or investor pitch preparation. I work with various accounting, AP/AR, and payroll platforms, such as QuickBooks, Bill.com, Gusto, Xero, etc. I can work with your existing platform or help you get established with the platform of your choice. Controller-grade Bookkeeping package starting at $1,000/month includes: Initial Cleanup & Business Flow Mapping Transaction Maintenance Accounts Payable Accounts Receivable Project Tracking Fixed Asset Management Notes Payable Tracking Chart of Accounts Management Reconciliations Budgeting Audit Preparation Compliance Reporting & Analysis Payroll & HR package starting at $500/month includes: Payroll Processing Contractor Payments Deductions & Reimbursements Time Tracking Onboarding Worker Support I-9s, W-4s, Contractor Agreements Platform Setup & Optimization Reporting Compliance (multi-state) HR Docs & Templates Audit Preparation Benefits Coordination (if applicable) W-2 and 1099 Tax Filings (if supported through your payroll program) CFO package starting at $1,500/month includes: Strategic Planning Executive Advisory Cash Flow Forecasting & Optimization Scenario Modeling Pricing & Job Cost Optimization Goal Tracking Budgeting Audit Preparation Benchmarks Compliance & Risk Management Reporting & Analysis Custom CFO Report with KPI Dashboard Discounts are available for bundled services. I offer free consultations to discuss fit, scope, and exact pricing. While I do not handle taxes or perform audits, I collaborate closely with owners and their tax professionals and auditors to create a seamless and streamlined financial process—ensuring clean books, smooth audits, and accurate filings year-round. Many of the businesses I support have grown significantly in size and complexity, and I’m experienced in managing high-volume cash flow and the operational demands that come with it. I work closely with my clients and maintain an open line of communication to support their daily financial operations. I work best with clients who value clarity, consistency, and strategic partnership. If you're seeking high-integrity financial support with daily availability and controller-grade depth, I’d love to hear from you. If you're looking for tax filing, hourly cleanup, or one-time help, I may not be the right fit.