The Ascent | CPA Experience

We give each task the due care and attention that every client deserves

Ascent | CPA Firm Profile

Ascent | CPA is a leading boutique firm providing quality, personalized financial guidance to businesses, executives, investors, and families locally, plus on national and international levels. Our expertise ranges from tax and accounting management to complex services such as audits, valuations, mergers & acquisitions, start-up/reorg. capital formation, and joint ventures along with financial process improvement and change management consulting.

Our dedication to high standards, learning / teaching / training culture, and positive work ethic affords us continued growth with staff & successful clients year after year.

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Ascent | CPA is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of Atlanta's business community for years, and pride ourselves on the level of esteem we have earned.

We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Ascent | CPA receive competent and timely advice.

"There are no questions that should go unasked when it comes to taxes. Let’s keep open two-way communication with your CPA. The key is asking questions and having interactive dialogue with your CPA for the best results."
David Lerner
Founder & Partner

PCAOB inspection & AICPA peer review pass rate

$5 - $75 M

Revenue range for a typical client

Market caps can range into the $100s of millions and business enterprise value reaching $1 billion

We work with pre-revenue startups as well as established middle market companies.

We serve clients domestically and internationally

Recent Milestones

Firm is founded by David Lerner
after successful partnership stints at other Atlanta area CPA firms dating back to 1999.
March 2006

Firm continues to experience steady & organic growth aided by Robert Whitehurst, who was then a Tax Director

December 2012

Firm welcomes Fran Thompson, Managing Director, back for a second stint with the firm.

July 2015

Firm admits Robert Whitehurst to the Partnership, establishes an office in Buckhead (Tower Place)

June 2018

Firm admits Ben Shepherd, Audit Partner, to the Partnership

May 2021

Let’s talk about your needs.