Ascend CFO

I provide comprehensive financial support for construction and other project-based service industries nationwide—serving firms with $500K+ in annual revenue 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. All services are offered on a fixed monthly basis. 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 exclusively within proper accounting and payroll platforms. If your business is not yet using a professional system, I may not be the right fit. At $500K+ in annual revenue, platform infrastructure is essential. Bookkeeping packages starting at $2,000/month include: Initial Cleanup & Business Flow Mapping Transaction Maintenance Accounts Payable Accounts Receivable Project Tracking Fixed Asset Management Notes Payable Tracking COA Management Reconciliations Audit Preparation Budgeting Reporting & Analysis Compliance Payroll packages starting at $1,000/month include: Payroll Processing Contractor Payments Deductions & Reimbursements Time Tracking Onboarding & Offboarding Reporting Compliance Audit Preparation W-2 and 1099 Tax Filings (if supported through your payroll program) CFO packages starting at $2,500/month include: Strategic Planning Executive Advisory Cash Flow Forecasting & Optimization Budgeting Scenario Modeling Pricing & Job Cost Optimization Audit Preparation Risk Management Goal Tracking Custom CFO Report with KPI Dashboard CFO + Bookkeeping bundles start at $3,500/month: Includes everything listed in both packages. Ideal for businesses approaching or exceeding $1M in annual revenue. 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.