Ascent CFO Solutions

Gain experienced financial leadership, clearer financial visibility, and practical support for informed decisions and sustainable growth.

Maintain financial continuity and stakeholder confidence with experienced CFO leadership, strategic guidance, and hands-on support during critical transitions.

Gives private equity firms and portfolio companies experienced financial leadership, stronger reporting, and support from diligence through integration and exit.

Get right-sized accounting expertise, clearer financial visibility, and support that adapts as your business grows.

Turn financial and operational data into clear, real-time insights that help leaders make informed decisions and guide business growth.

Get experienced financial guidance across the transaction lifecycle to manage deal risk, support informed decisions, and protect and maximize value.

Prepare for fundraising with investor-ready financials and strategic guidance that can build investor confidence, support valuation, and help minimize dilution.

Gain visibility into future cash needs, evaluate decisions under multiple scenarios, and plan liquidity and spending with greater confidence.

Use practical, CFO-built resources to gain clearer financial insights and understand business performance.

Fractional CFO Services

Ascent CFO Solutions provides part-time strategic financial leadership tailored to a company’s needs and growth stage, without the cost or commitment of a full-time CFO. Fractional CFOs integrate with leadership teams to guide financial planning, modeling, forecasting, reporting, fundraising, risk management, and transactions. Engagements can also include support from Controllers, Financial Analysts, Accounting Managers, Senior Accountants, and other finance professionals to help implement financial priorities. Services are customized to each business and can include remote or on-site collaboration.

Category: Fractional CFO Services

• Guide Strategic Business Decisions
  Work with an experienced CFO who collaborates with leadership to assess priorities, interpret financial information, and guide decisions as the company grows or navigates change.
• Evaluate Financial Scenarios
  Use adaptable financial models and scenario analysis to examine potential outcomes and support decisions based on changing business conditions.
• Improve Cash Flow Visibility
  Gain a clearer view of cash position and future liquidity through rolling forecasts that support planning and timely financial decisions.
• Clarify Financial Performance
  Use tailored metrics, dashboards, and reporting processes to understand performance and communicate financial information with confidence.
• Strengthen Capital Planning
  Prepare financial narratives and receive guidance on funding strategies and capital raises to support business plans and communicate with investors and lenders.
• Improve Finance Systems
  Assess financial systems and processes, support system upgrades, and implement process automation to help improve accuracy and reduce manual work.
• Prepare For Transactions And Exits
  Receive financial guidance for acquisitions, sales, due diligence, quality of earnings processes, and exit planning.
• Identify And Mitigate Financial Risks
  Assess potential financial threats and use scenario planning to consider contingencies and support critical business decisions.
• Extend Your Finance Team
  Access additional financial professionals as needed to support execution of financial priorities and provide expertise across finance specialties.
• Scale CFO Support To Your Needs
  Adjust the level and focus of financial leadership to suit the company’s priorities and changing needs, with remote or on-site engagement options.
• Develop Finance Team Capabilities
  Strengthen the finance team through mentoring, training, and support identifying and evaluating external talent.

Temporary & Interim CFO Services

Ascent CFO Solutions provides full-time CFO leadership for a defined period when companies face an unexpected departure, leadership transition, crisis, transaction, or other urgent financial need. Interim CFOs step in quickly to maintain financial operations, reporting schedules, and strategic initiatives while providing support tailored to the company’s priorities and timeline. Services can include financial strategy, cash flow modeling, board and investor reporting, internal controls, restructuring, M&A support, audit coordination, and hiring and onboarding support for incoming finance leaders. Support is available remotely nationwide, with on-site engagements arranged as needed.

• Restore Financial Leadership Quickly
  Bring experienced executive-level financial leadership into the organization quickly when a CFO departs, takes leave, or is needed for a critical period.
• Maintain Operations And Stakeholder Trust
  Keep finance operations and reporting on track through leadership changes while supporting the team and maintaining confidence among stakeholders.
• Deliver Clear Stakeholder Reporting
  Provide boards, investors, and other stakeholders with timely financial information and decision support during periods of transition or heightened scrutiny.
• Guide Financial Work Through Transactions
  Provide focused financial leadership during a transaction, from due diligence and deal preparation through post-close integration.
• Clarify Cash Needs And Runway
  Use cash flow models and runway tracking to understand the company’s financial position and inform leadership decisions.
• Evaluate Options With Financial Insight
  Assess possible business scenarios with financial analysis that helps leaders and boards make informed decisions.
• Strengthen Controls And Address Risk
  Review financial controls and address risks to support reliable operations during periods of change.
• Prepare A Smooth Leadership Handover
  Support the search and onboarding of permanent finance leadership, with process documentation and handover preparation to help maintain continuity.
• Address Financial And Cost Challenges
  Support restructuring and cost rationalization initiatives as the company works through a crisis, financial disruption, or strategic change.
• Keep Audits And Reporting Moving
  Coordinate audit-related work and oversee reporting so important finance deliverables continue during a transition.
• Support Finance System Changes
  Provide financial leadership while the organization transitions ERP systems or overhauls its reporting processes.
• Bring An Independent Financial Perspective
  Give leaders objective analysis and recommendations during sensitive decisions, organizational change, or periods of uncertainty.
• Access CFO Support Nationwide
  Work with an interim CFO remotely from across the United States, or arrange on-site support when the business needs it.

Private equity CFO services

Ascent CFO Solutions provides fractional and interim CFO leadership and coordinated accounting support for private equity firms and their portfolio companies. The team can step in during diligence, the first 100 days after close, carve-outs, and exit preparation, helping maintain financial operations and reporting with minimal disruption. Services include light quality of earnings work, post-close integration, investor-ready financials, cash flow and working capital support, and sell-side preparation. Engagements can draw on CFOs, controllers, and accountants to address portfolio-company needs.

Category: Fractional CFO Services

• Stabilize Portfolio Company Finance
  Access experienced financial leadership when a portfolio company has a CFO gap or needs finance leadership from day one. The team can maintain the close, reporting, dashboards, and finance-team operations during critical periods.
• Pressure-Test Financial Performance
  Examine key financial assumptions and information before signing, including earnings, working capital, revenue recognition, and EBITDA adjustments, to support diligence and investment decision-making.
• Strengthen Exit Readiness
  Prepare the financial materials and analysis used in a sale process, including data rooms, buyer presentations, cash-flow models, and review of IRR assumptions.
• Improve Stakeholder Financial Visibility
  Provide sponsors, boards, and lenders with financial packages, KPI reporting, and covenant and debt-service-coverage tracking to support their monitoring and review needs.
• Coordinate Post-Close Finance Changes
  Help portfolio companies address finance requirements following a transaction, including integration, carve-outs, spin-offs, systems, close processes, and consistent reporting across entities.
• Optimize Cash And Working Capital
  Identify opportunities to improve liquidity through working capital strategies, including reducing days sales outstanding, optimizing inventory, and extending days payable outstanding while maintaining vendor relationships.
• Advance Portfolio Company Performance
  Use profitability analysis, pricing strategies, cost-structure reviews, and management metrics to identify and implement opportunities to improve company performance.
• Connect Operations To Financial Outcomes
  Use dashboards, KPIs, financial models, and forecasting to link operational activity with financial results and support scenario planning, resource allocation, and management decisions.
• Extend Portfolio Finance Capacity
  Bring in coordinated finance professionals to support leadership and execution needs, with fractional or interim CFO services and additional accounting expertise as required.
• Build Scalable Finance Operations
  Establish right-sized financial processes, controls, reporting cadences, and forecasting methods that can support rapid scaling.

Fractional accounting services

Ascent CFO Solutions provides outsourced accounting support tailored to each business, with Controllers, Accounting Managers, Accountants, and CFO expertise available as needs change. Services can include monthly close and GAAP-compliant financial statements, cash flow tracking and forecasting, budgeting and planning, accounting process optimization, compliance oversight, audit preparation, internal controls, accounting technology integration, systems migrations, and support for fundraising, due diligence, and investor reporting. Engagements are customized and can scale from a few hours per week to full-time interim coverage, virtually or in person.

Category: Accounting Services

• Scale Accounting Support As Needs Change
  Bring in the roles and levels of expertise appropriate to your business without building a full accounting department too early. Support can range from a few hours per week to full-time interim coverage.
• Produce Timely, GAAP-Compliant Financials
  Establish a monthly close and financial statement process designed to provide reliable, up-to-date financial information for business leaders.
• Track Cash And Forecast Future Needs
  Use cash flow tracking and forecasting to improve visibility into the company’s financial position and support planning as the business grows.
• Plan Spending And Guide Financial Decisions
  Connect budgets and forecasts with strategic financial planning to help leaders make more informed decisions.
• Connect Accounting Technology To Operations
  Integrate accounting technology to streamline operations, using systems such as ERP platforms, QuickBooks, NetSuite, and Intacct.
• Choose Flexible, Right-Sized Engagements
  Match the service scope and time commitment to your needs, with virtual or in-person support and no long-term contracts.
• See Performance And Risk More Clearly
  Access real-time visibility into business performance and risk to support clearer financial decisions and reduce surprises.
• Improve Accounts Receivable Processes
  Review and optimize accounts receivable processes to support more efficient financial operations.
• Improve Accounts Payable Processes
  Review and optimize accounts payable processes to support more efficient financial operations.
• Streamline Payroll Processes
  Improve payroll processes as part of a tailored outsourced accounting engagement.
• Oversee Financial Compliance
  Add compliance oversight to the accounting function as business needs and financial operations grow.
• Monitor Financial Risks
  Include risk management oversight in a customized accounting engagement to help leaders maintain control as financial needs evolve.
• Prepare Financials For Audits
  Get support preparing financial information for audits as part of a broader accounting engagement.
• Strengthen Internal Controls
  Implement internal controls to support reliable financial operations and oversight.
• Support Fundraising Efforts
  Get accounting and financial team support for fundraising activities as part of a customized engagement.
• Prepare For Due Diligence
  Receive support preparing for due diligence as the business navigates a financial event or transaction.
• Prepare Investor Reports
  Get support with investor reporting as part of a tailored accounting engagement.
• Transition Accounting Systems
  Receive support when migrating accounting systems as business requirements or technology needs change.

Insights by Ascent CFO

Insights by Ascent CFO provides custom financial dashboards and advanced data visualizations built by experienced CFOs. Built in Power BI, the dashboards bring financial and operational metrics together in real time to give leaders a shared view of business performance. They support informed decisions with interactive visuals, forecasts tied to real-time performance, and visibility into current and future cash flow.

• Visualize Your Business Performance
  View relevant financial and operational information in dashboards tailored to your business, helping leaders see performance in one place.
• Explore Current Metrics Interactively
  Use at-a-glance metrics and interactive charts to examine business information and get answers from current data.
• Unify Data Across Business Systems
  Bring information from multiple sources into a consolidated view, helping teams work from consistent financial and operational reporting.
• Connect Forecasts To Current Performance
  View forecasts alongside real-time performance information to support forward-looking business decisions.
• Track Current And Future Cash Flow
  Monitor current and projected cash flow through visual reporting to improve visibility into the company's financial position.
• Refresh And Access Power BI Reports
  Use Power BI dashboards connected to business data sources, with scheduled refreshes to keep reports current and layouts designed for desktop and mobile.

M&A Services

Ascent CFO Solutions provides CFO-led financial strategy and execution support for companies acquiring, divesting, or raising growth capital. Services span buy-side and sell-side advisory, early target screening, valuation and pro forma modeling, due diligence, deal structuring, and transaction execution. The team also supports investment materials, coordination with legal and tax teams, and transition planning and post-merger integration. Engagements are tailored to the transaction timeline and can be delivered remotely nationwide, with in-person support available.

• Navigate Buy-Side And Sell-Side Deals
  Get financial guidance whether acquiring, divesting, or preparing a business for sale.
• Manage Due Diligence
  Coordinate financial diligence throughout the deal so financial information is reviewed and transaction decisions can move forward.
• Lead Financial Execution
  Work with experienced CFOs who guide financial strategy and execution across the transaction process.
• Assess Deal Value And Financial Impact
  Use valuation analysis and pro forma models to evaluate a transaction and its potential financial effects.
• Plan And Oversee Integration
  Prepare transition plans and support post-merger integration as the organization moves beyond closing.
• Shape Deal Terms
  Get financial guidance on letters of intent, term sheets, and transaction structure.
• Test Models And Scenarios
  Validate deal models and examine scenarios to support informed financial decisions during a transaction.
• Evaluate Targets And Partnerships
  Assess acquisition targets and strategic partnership opportunities with financial insight early in the process.
• Review Risks And Controls
  Identify transaction risks, review compliance, and update internal controls as part of deal execution.
• Present The Financial Story
  Develop investment materials and receive capital raising support to communicate the financial case for a transaction.
• Coordinate Deal Advisors
  Keep financial work aligned with legal and tax teams during the transaction process.
• Scale Support To Your Timeline
  Arrange transaction support for the required timeline, with remote nationwide delivery and in-person support available.

Capital Fundraising

Ascent CFO Solutions provides CFO-led financial strategy and execution for venture and angel fundraising. The service helps companies prepare for Seed, Series A, Series B, bridge, and SAFE rounds through investor-grade financial models, term sheet and equity impact analysis, cash runway and capital efficiency analysis, cap table management, 409A valuation advisory, data room preparation, and board and investor materials. Support can range from short-term capital raise consulting to an embedded Fractional CFO across funding cycles, with engagements tailored to the round’s stage, urgency, and complexity.

• Build Credible Investor-Ready Financial Models
  Present financial models and forecasts designed to support investor review, communicate the company’s financial story, and inform fundraising decisions.
• Match Support To Your Funding Round
  Choose support aligned with the demands of your funding stage, from model credibility and investor confidence for early rounds to scalable systems and strategic scenario planning for later rounds.
• Evaluate Equity And Term Sheet Impacts
  Review potential equity and dilution implications before negotiating, using term sheet modeling, cap table management, and analysis of liquidation preferences and waterfall implications.
• Prepare Financials For Investor Diligence
  Organize data room materials and align audit trails to support investor review and diligence.
• Analyze Runway And Capital Efficiency
  Understand cash runway and capital efficiency as part of fundraising preparation, including the tradeoffs between burn rate and growth.
• Present Clear Board And Investor Updates
  Use board and investor reporting decks to communicate financial information during fundraising.
• Access CFO And Finance Team Support
  Engage experienced CFOs with financial analyst and controller support, with the scope tailored to the fundraising timeline.
• Align Your Fundraising Narrative
  Connect product, financial, and market-timing elements in the fundraising narrative presented to investors.
• Plan Post-Raise Cash And KPIs
  Plan cash management and key performance indicators for the period after the raise.
• Address 409A Valuation Needs
  Access 409A valuation advisory as part of financial preparation for a funding round.

Cash Flow Forecasting

Ascent CFO Solutions’ Fractional CFOs work with business leaders to develop cash flow projections that capture inflows and outflows, anticipate liquidity gaps, and inform short- and long-term planning. Services include rolling projections, scenario analysis, customizable dashboards, budgeting frameworks, working capital and liquidity analysis, stakeholder reporting, cash runway optimization, and debt service forecasting. Forecasts can incorporate revenue timing, vendor terms, and hiring plans, connecting financial planning to operating needs and strategic goals.

• Anticipate Cash Needs And Liquidity Gaps
  See projected cash inflows and outflows and identify potential liquidity gaps ahead of time, supporting more informed short- and long-term planning.
• Test Decisions Across Multiple Scenarios
  Compare potential outcomes and assess decisions before committing resources, helping leaders plan for uncertainty and mitigate financial risk.
• Protect Liquidity And Guide Capital Deployment
  Understand liquidity and working capital needs to make informed decisions about when, where, and how to deploy capital, and to support debt management.
• Align Budgets With Operating Needs
  Connect budgeting with operational realities to create a more structured plan for growth and spending.
• Plan Runway And Debt Obligations
  Connect cash runway projections to growth milestones and forecast debt service to support planning for obligations and contingencies.
• Connect Forecasts To Operating Drivers
  Incorporate revenue timing, vendor terms, and hiring plans into forecasts so that projections reflect these operating factors.
• Compare Forecasts With Scenario Toggles
  Review forecasts using customizable dashboards and toggle between scenarios to examine different projected outcomes.
• Share Forecasts With Stakeholders
  Present forecasting information in stakeholder-ready reports that support transparency and investor confidence.

Free financial tools and templates

A collection of free, practical financial tools and templates built by CFOs to help companies build financial confidence, gain financial clarity, and get better financial insights. The collection includes a Shopify sales report template that turns exported Shopify data into clear sales reports, including a weekly sales report and an order flash report.

• Build Financial Clarity
  Access free practical resources created by CFOs to support clearer financial insights.
• Get Clearer Sales Reports
  Turn raw Shopify data into easy-to-review weekly sales and order flash reports.
• Generate Reports From Shopify Data
  Paste exported Shopify data from an Excel file or CSV into the template and let its formulas generate the reports.
• Diagnose Weekly Sales Trends
  Run reports weekly to review sales performance and identify business trends.