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Industries


Construction and Real Estate

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.

Ascent | CPA provides the following core services:

  • Assurance – audits/reviews/compilation
  • Tax consulting and compliance
  • Transaction services
  • General consulting

Broker-Dealers and Registered Investment Advisors

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.

Ascent | CPA provides the following core services:

  • Assurance – audits
  • SOC & SSAE 16 audits and readiness assessments
  • Tax consulting and compliance
  • General consulting
  • Surprise examinations pursuant to Rule 206(4)-2 of the Investment Advisers Act of 1940

Small Business

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.

Our experience with working with entrepreneurs from day one has allowed us to understand the needs and support required to let you the owner do your job

Ascent | CPA provides the following core services:

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

Software and Technology

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.

Ascent | CPA provides the following core services:

  • Assurance – audits/reviews/compilation
  • SOC & SSAE 16 audits and readiness assessments
  • Tax consulting and compliance
  • Transaction services
  • General consulting

Bioscience and Healthcare

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.

Private Equity and Hedge Funds

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.

Ascent | CPA provides the following core services to funds:

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

Once funds are operational, our accounting, audit, and tax services can include the following:

  • Annual audit of financial statements
  • Preparation of tax returns and related schedule K-1’s
  • Assistance with all stages of private equity funds including partnership agreements, private placement memorandums, and other offering documents
  • Preparation of partnership economic and tax allocations
  • Quarterly compilation or review of financial statements
  • Corporate tax outsourcing
  • Performance reviews
  • Surprise examinations pursuant to Rule 206(4)-2 of the Investment Advisers Act of 1940

Professional Service

At Ascent | CPA we understand the challenges facing our professional service clients such as cash flow management and manage your taxes. Whether you run a staffing company, law firm, or another type of professional services firm we are here to help.

Ascent | CPA provides the following core services to professional service companies:

  • Assurance – Audit/Reviews/Compilation
  • SOC & SSAE 16 audits and readiness assessments
  • Tax consulting and compliance
  • Transaction services
  • General consulting

Manufacturing and Distribution

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

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

  • Assurance – audits/reviews/compilation
  • IT consulting
  • Tax consulting and compliance (R&D,DPAD, IC-DISC, Etc.)
  • General consulting

Mortgage Brokers

Our team provides specialized audit, tax and business advisory services to the mortgage industry. The mortgage banking industry is at the core of our business. Our expertise allows us to deliver valuable advice learned from the successes, challenges, mistakes and occasional failures of our clients. Our clients range in size from small local originators to large lenders with multi-channel operations and large servicing portfolios.

Non-profit and Tax Exempt Organizations

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:

  • Assurance – audits/reviews/compilation
  • 990 preparation and consulting (UBIT, Disclosures, Etc.)
  • Budgeting and cash forecasting
  • General consulting

Benefit Plans

Ascent | CPA performs numerous benefit plan audits for its client, and we understand the complexities that come with operating a plan from compliance with IRS and Department of Labor regulations to the overall governance of the plan.

We have devoted substantial resources and training to help ensure our clients are in compliance with these laws and regulations.

Ascent | CPA is a member of the AICPA Employee Benefit Plan Audit Quality Center and requires staff as further evidence in our commitment to providing the highest quality audit to your company.

We perform audits on the following types of plans:

  • Defined contribution plans
  • Defined benefit plans
  • Profit sharing plans
  • Health and welfare plan
  • Employee Stock Ownership Plans (ESOP’s)

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