Breaking the Industry Myth: Specialize, Don't Generalize
The landscape of financial services is continuously evolving, emphasizing the need for specialized advisory. Ascend's Partner Program is the answer to this shift, moving from a one-size-fits-all approach to a more tailored method of service delivery. This blog introduces our innovative Partner Program, empowering bookkeepers and accounting professionals to expand their service offerings without stepping outside their core competencies.
What Is the Ascend Partner Program?
Our Partner Program is a strategic initiative that empowers bookkeepers and accountants with an essential resource: expert financial guidance. Recognizing that many clients require more than just routine financial management, we offer a pathway to deeper insights and strategic planning through our holistic advisory services.
Why Partner with Ascend?
Ascend’s Partner Program goes beyond being a typical service—it’s a strategic boost to your current business model. By partnering with us, you can provide your clients with comprehensive, holistic advisory services that go beyond traditional bookkeeping. This program allows you to focus on what you love while offering additional high-value services that meet your clients' complex financial needs.
Key Benefits:
Comprehensive Support
We handle complex advisory tasks, allowing you to maintain your focus on core services.
Enhanced Client Retention
Offer more value to your clients, helping to keep their business in a competitive market.
Growth Without Complexity
Expand your service offerings without the need to hire additional specialized staff.
Why Holistic Advisory?
Clients today seek advisors who can not only manage numbers but also provide insights that align with both their personal and business aspirations. The Ascend Partner Program allows you to offer such bespoke advisory services under your brand, making it easier to meet the growing demands for comprehensive financial strategy without expanding your in-house team.
This proactive approach ensures that your clients receive exactly the support they need, seamlessly integrated with the trusted services they already enjoy from you.
Core Elements of the Program
Integrated Services
Partners retain their client-facing roles while Ascend's specialists provide back-end comprehensive financial insights, acting as an extension of your team.
Mutual Growth
Both partners and Ascend benefit from a cooperative approach, sharing insights and strategies to bolster client outcomes, which in turn fuels business growth for both parties.
Customized Support
Each partnership is tailored to meet the unique needs of the partner's client base, ensuring that all engagements are pertinent and value adding.
Insights from Our Team
“I've always found the best clients and business partners will be creative partners. They co-create. It's through this process that our work finds meaning AND our talents developed.” -Obed Maurice, CFP, CPA
“I am very passionate about making sure you do what you love and about ensuring clients have an amazing experience. The only way I have found to make sure both of these are true is through partnering with others who love what they do. This way we can both focus on what we love while making sure the client gets the experience they deserve.” -Jacob Schroeder, CPA
Join Us!
We're not just responding to changes; we're creating them. Join us in breaking the industry myth that you need to be everything to everyone. Specialize with Ascend’s Partner Program and bring focused, high-quality advisory services to your clients.
Interested in learning more or joining our program? Visit the Partner Program page on our website to get started and help your business—and your clients—reach new heights.