Holistic Advisory

A truly holistic process designed to build abundance in entrepreneurs and their businesses.

Tax Strategy

We help by enhancing and preserving your wealth through our strategic, long-term approach to tax planning.

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Capital Allocation Strategies

Maximize your wealth by strategically distributing your resources.

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CFO

A clear financial plan is the key to profitable growth that scales.

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Business Strategy

Our independent analysis helps you identify opportunities and ensure your goals and priorities are aligned throughout the organization.

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Legacy & Estate Planning

We guide you through both the legal and tax matters required to design, draft, implement and administer a personalized estate plan.

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Risk Management

Our tailored approach brings discipline, control and responsibility to the areas that impact you and your business.

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People

The cornerstone of success in your business is its people. We can help you understand how to attract and retain talent, develop skills, acquire, and transfer knowledge, strengthen abilities and continuously innovate to maintain a competitive advantage.

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Financial Planning is a Lifelong Process

We look forward to being your advisory team.

Our Holistic Advisory system incorporates an abundance plan that considers your envisioned personal legacy. It focuses on the current state of your business and determining how we can best support your success.

We know that, as business owners, your business is likely your largest asset. This is why our holistic advisory option starts with what you want to achieve personally, how the business can support the legacy you want to leave, and then implementing and maintaining a business plan to get you there.

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Testimonials

What our clients say

"Jacob is true rockstar. In 20 minutes he was able to breakdown some really complex issues that I wasn't sure about for weeks. His tax strategy and clear dedication to knowledge is impressive. He was able to meet with me via Zoom, take a look at my book via screen share, show me exactly what I need to do and what changes I needed to make to save me thousands of dollars, and again, this was just in all 20 minutes. I look forward to getting more high level strategy consulting with him in the future. If you want someone who can understand your situation very quickly and give the exact steps you need to take, Ascend Consulting in your team."

- Arel Moodie
Derek and I are both so thankful for Jacob. Honestly, we walked out of our meeting and said, “We will never even consider another business decision without sitting down with Jacob and having a talk like that.” We really respect his opinions and put a ton of weight in the conversations that we have! Sincerely, thank you, Jacob! "

- Derek & Suzanne Gillespie/Shoreline Construction
"We wouldn't trust our accounting to anyone but Jacob. Highly Recommended!!"

- Berry Digital Solutions LLC
"Ascend has handled my business taxes for the past couple years and we've sent customers to Ascend for CFO advisory work as well. They are great at what they do and I highly recommend them."

- Michael Ly/Reconciled
"Highly recommend Ascend’s services and always brag to my small business owner friends about them. They are very professional and knowledgeable. 10/10 recommend for your accounting and consulting needs!"

- Weatherbeard Supply Co