Ascent CFO & Advisors, LLC

Most Accountants and Bookkeeper know how to enter transactions and reconcile accounts. Great accountants are able to show the client how combining accounting information with business operation can help a business to rapidly accelerate their growth, improve margins and cash flow.


With over 20 years experience in accounting and operations, I've seen companies that understand this and do exceptionally well and others that allow the groups to develop separate fiefs and contend against each other.

I love the moments when I'm working with a business owner and the light comes on and the owner sees how it comes together, when a new system comes online reducing a job's hours by 20 hrs a week and seeing the relief on my client's face, and when a client realized that they don't need to worry about payroll in 2 weeks, because they know what their cash flow looks like for the next month.


I love being part of a business owner's dream come to life.

I wanted to provide a more stable environment for my family. Over the course of my professional career, we have lived in Asia 3 times. While often very fun and exciting, the constant moving around had severed the roots for my family. They didn't have a place to call home. Starting my own business has allowed me to finally establish a home. Additionally, it has provided an unexpected benefit of being a platform for teaching my children important life lessons about work and success.


Finally, I grew up in an general contractor entrepreneur house and watched my father struggle to make his business work. While he was a great technician (building houses), he was a poor business manager. After 20 years working with large businesses worldwide, I have the experience and skills to help other business owners succeed, where my father suffered. I have found that I really enjoy the opportunity to serve those that are trying to make a difference for their families.

If you are primarily looking for someone to keep your books, so you can file your taxes, then we are not the one for you.

We want to work with business owners that are interested in growing their business and recognize that understanding their financial numbers is the foundation for great growth. We want to work with business owners that understand the value that accounting systems and systems in general bring to the business and are obsessed with continuous improvement.

If you fit this description, then it will be a pleasure to work with you to create the business that you dreamed of, when you first started.

Henry David Thoreau said, “The price of anything is the amount of life you exchange for it.” Based on that standard, your business is priceless. Now let's make it valuable!