We tailor our expertise to the needs of the industry.

At Ascent | CPA we take great pride in being able to serve our non-profit clients because we understand the role they play in our communities. We also understand the needs and challenges that face these organizations such as governance, compliance with complex tax laws, and cash flow.

We provide the following core services to non-profits and tax exempt organizations:

• Audits / reviews / compilations
• 990 preparation and consulting (UBIT, Disclosures, Etc.)
• Budgeting and cash forecasting
• General consulting

Our experience working with broker-dealers and registered investment advisors have given us the specialized skills to handle the requirements and needs of these clients. Broker-dealers range from small independent groups that contract with other brokerage firms to clear and settle trades, to large “wire house” firms that are units or subsidiaries of banks or investment companies.

A broker-dealer engaged in interstate commerce must be registered with the SEC and in the states where it conducts business, and is subject to the regulatory requirements of the Financial Industry Regulatory Authority (FINRA) which requires expertise that Ascent | CPA can provide.

We provide the following core advisory services to funds:

• Audits / reviews / compilations
• SSAE 18 attestations and readiness assessments
• Tax consulting and compliance
• General consulting
• Surprise examinations pursuant to Rule 206(4)-2 of the Investment Advisers Act of 1940

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At Ascent | CPA we understand the challenges facing our manufacturing and distribution clients, such as increasing cost of production, off-shoring, inventory management, and many other issues.

We provide the following core services to manufacturing and distribution businesses:

• Audits / reviews / compilations
• IT consulting
• Tax consulting and compliance (R&D, DPAD, IC-DISC, Etc.)
• General consulting

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Our expertise begins with the critical start-up phase of a fund where our professionals provide valuable structural advice with the fund’s general partner and legal counsel on partnership agreements, private placement memorandums and other offering documents.

We provide the following core advisory services to funds:

• Distressed securities
• Foreign securities
• Other investment partnerships (funds of funds)
• Traditional domestic debt and equity securities

Our experience working with construction and real estate companies range from start-ups to middle market companies in industries including general contractors, subcontractors, joint ventures, electrical contractors, real estate funds, industrial and residential development groups and other construction and real estate companies. We understand the challenges that these companies face.

We provide the following services:

• Audits / reviews / compilations
• Tax consulting and compliance
• Transaction services
• General consulting

As an owner of a growing and maturing business, you need access to exceptional accounting resources, but hiring a full-time employee can bring additional financial burden when growing a business.

As entrepreneurs ourselves, we understand the needs and support required to let you, the owner, do your job.

We provide the following services:

• Outsourced CFO services
• Tax planning and compliance
• Cash flow management
• Monthly Accounting
• General consulting

Our experience working with technology companies range from start-ups to middle market companies in industries including SaaS, software, IT services and other technology services companies. We understand the challenges that these companies face such as revenue recognition, cash management, equity structure, international subsidiaries, and buy/sell transactions.

We provide the following services:

• Audits / reviews / compilations
• SSAE 18 attestations and readiness assessments
• Tax consulting and compliance
• Transaction services
• General consulting

The Ascent | CPA team has served virtually every segment of the healthcare industry including hospitals and health systems, physician practices, long-term care entities, healthcare attorneys, healthcare-focused private equity groups and a variety of other ancillary niche providers.

In addition, our team has worked on bio-tech and pharmaceuticals companies that have been funded through federal grants and private joint-ventures.

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