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Financial
Operations
Built for
Growing
Businesses

Guaranteed 10th-of-the-month closes, weekly AP staging, and fractional controller oversight for $1M–$15M companies.

Colorful Tape Stack

Led by Finance Leaders, Powered by Efficient Operations

"Ascent was built to solve a critical gap for $1M–$15M businesses: getting enterprise-grade accounting and controllership oversight without building an expensive internal finance department.

By pairing high-level strategic controllers with efficient accounting pods, we deliver guaranteed monthly closes, automated AP workflows, and complete financial peace of mind."

Kiran Nandi

Managing Director

     Connect on Linkedin​​​

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Pricing & Service Tiers

THE FOUNDATION

The 360° Financial Operations Audit 

Fixed Fee: $2,500 | Delivered in 10 Business Days

 

A 10-day diagnostic of your tech stack, workflows, and margin structures to eliminate administrative drag and boost profitability before committing to a monthly retainer.

 

WHAT YOU RECEIVE:​​​

A 10-day diagnostic of your tech stack, workflows, and margin structures to eliminate administrative drag and boost profitability before committing to a monthly retainer.

What You Receive:

  • Hidden Profit Recovery: Audit software subscriptions, vendor price hikes, and unbilled fees.
     

  • CEO Time Reclamation: Streamline bill payments and payroll approvals down to 3 minutes a week.
     

  • Overdue AR Recovery: Build an immediate action plan to collect outstanding client funds.
     

  • Project Profitability Deep-Dive: Full margin analysis on your largest active project to expose true gross margins and cost overruns.

Tax CPAs look backward for compliance. We optimize daily cash flow and operations for growth.

THE 100% AUDIT CREDIT GUARANTEE

Enroll in any monthly financial management plan within 10 days of receiving your report,  and 100% of your $2,500 audit fee is credited directly toward your Month 1 retainer.

1

Essential Ledger

Starting at $2,000/mo

Ideal for $1M – $2.5M Revenue

Up to 150 transactions/mo

✓ Guranteed 10th-of-the Month Close

✓ Weekly Categorization & Reconciliations

✓ Accounts Payable (Up to 25)

✓ Bi-Weekly Payroll (Up to 10)

✓ Monthly P&L & Balance Sheet

✓ 1 Sales Tax Filing (GST/HST/State)

✓ Senior Accountant Oversight

2

Core Accounting

Starting at $3,500/mo

Ideal for $2.5M – $6M Revenue

Up to 400 transactions/mo

✓ Everything in Tier 1, PLUS:

✓ Accrual Month-End Close

✓ Project & Job Profitability Tracking

✓ Expanded AP/AR (Up to 60/mo)

✓ Monthly KPI & Margin Dashboard

✓ Audit-Readu Workpaper Binder

✓ Quarterly Controller Strategy Session

3

Controllership

Starting at $6,500/mo

Ideal for $6M – $15M Revenue

400+ transactions & multi-entity

 

✓ Everything in Tier 1 & 2, PLUS:

✓ 13-Week Rolling Cash Flow Model

✓ Advanced WIP & Multi-Entity Costing

✓  Budget vs. Actuals Variance Reporting

✓ Monthly Board/CEO Finance Call

✓ Year-End Audit Prep & CPA Management

✓Dedicated Fractional Controller Sign-Off

Our Impact

★ 5.0

Rating

90+

Verified Financial Engagements

100%

Satisfaction

Ping Pong

Why Work With Ascent?

Streamlined Financial Processes

Focus on Your Core Business

Expertise at Your Fingertips

Customized Financial Strategies

Proactive Support

Scalable Solutions for Growth

What Our Clients Say

Feedback from our valued partners

Industry: B2B Software / SaaS
Scope: Ongoing Controllership & Complex Operations Source: Verified Business Review

"We have a growing software company, and no matter how big or complicated the task is that we throw at them, they handle it with ease, speed, and complete professionalism."
— Business Leader
 ★ ★ ★ ★ ★

Industry: E-Commerce & Retail
Scope: Tech Integrations & Profitability Tracking Source: Verified Business Review

"The team was instrumental in connecting our online sales channels directly to our accounting software. Their platform expertise helps us stay organized and track true margins."
— CEO & Founder
 ★ ★ ★ ★ ★

Industry: Multi-Location / Fitness Operations
Scope: Historic Ledger Cleanup & Reconstruction
Source: Verified Business Review

"Kiran & team was integral at cleaning up our books. Everything was a complete mess with our past provider, and they sorted through the mud to build a structured, reliable system."
— Founder & Business Owner
 ★ ★ ★ ★ ★

123-456-7890

500 Terry Francine St. San Francisco, CA 94158

Ascent Financial

Operations

Company scale
$1M – $2.5M
$2.5M – $6M
$6M – $15M
$15M+
Company size
8 - 15 employees
16 - 30 employees
31 - 50 employees
Book a meeting
August 2026
SunMonTueWedThuFriSat
Week starting Sunday, August 23
Time zone: Coordinated Universal Time (UTC)Online meeting
Wednesday, Aug 26
10:00 AM - 11:00 AM
11:00 AM - 12:00 PM
12:00 PM - 1:00 PM
1:00 PM - 2:00 PM

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