Ascent CFO
Ascent CFO Solutions provides outsourced fractional CFO, interim CFO and fractional accounting services to growth-stage U.S. SMBs and mid-market companies across SaaS, healthcare, manufacturing, retail, construction and financial services, delivered by a senior bench of CFOs and controllers via month-to-month engagements starting at $60,000 per year.
- Company typePrivate
- Founded2011
- HeadquartersBoulder, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Ascent CFO does
Ascent CFO Solutions, LLC is a founder-owned, bootstrapped outsourced finance and accounting firm founded in 2011 in Boulder, Colorado by CPA Dan DeGolier. The firm delivers fractional CFO services, interim/temporary CFO leadership, fractional accounting (controllers, accounting managers and accountants), data analytics and insights, virtual CFO services, M&A advisory, capital fundraising support, cash flow forecasting and fractional recruiting to growth-oriented U.S. companies. Engagements are month-to-month with no long-term contracts and start at $60,000/year, positioning the offering against the $300K+/year fully-loaded cost of a full-time CFO.
The delivery model is a full-stack bench of senior fractional CFOs, controllers, financial analysts and CPAs rather than a single named advisor. Core services are human-expertise-driven and technology-agnostic, leveraging clients' existing stacks (QuickBooks, NetSuite, Intacct, Procore, Shopify, EOS) and a sub-brand called Insights by Ascent CFO that builds custom Power BI dashboards, automated data pipelines, system integrations and workflow automations via Acterys writeback. Named customers include Halp (acquired by Atlassian), BlueVector AI, Proximity, MUNIRevs, Nordic Ice, Backbone PLM, Emergenetics, Reside, Shelf.io, Bolder Industries, TruDataRx, Anthos Capital, Irongate and others spanning SaaS, healthcare, manufacturing, retail/eCommerce, construction/real estate, professional services and financial services.
Revenue mechanics combine subscription-style recurring fractional CFO and accounting engagements with project-based professional services work in M&A, fundraising and BI builds. GTM is consultative and sales-led via a six-step discovery-to-implementation process, content marketing (Resource Hub, Strategic Scalers newsletter, free tools, case studies), and remote delivery nationwide from Boulder and Denver offices. The firm self-positions as the "#1 Fractional CFO Company for SMBs" and has earned repeat Inc. 5000, Mercury 100, Denver Business Journal Fast 50, BuiltIn Best Places to Work and Colorado Titan 100 recognitions.
Ascent CFO firmographics
Firmographics- Name
- Ascent CFO
- Legal name
- Ascent CFO Solutions, LLC
- Website
- https://ascentcfo.com
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Ascent CFO Solutions provides outsourced fractional CFO, interim CFO and fractional accounting services to growth-stage U.S. SMBs and mid-market companies across SaaS, healthcare, manufacturing, retail, construction and financial services, delivered by a senior bench of CFOs and controllers via month-to-month engagements starting at $60,000 per year.
- Ownership category
- akta.pro rank
Ascent CFO industry classification
Industry- Product category
- Financial Advisory & Fractional CFO Services
- NAICS
- Management Consulting Services (54161)
- SIC
- Services-Management Consulting Services (8742), Services-Computer Processing & Data Preparation (7374)
- akta.pro primary industry
- Outsourced Finance & CFO Services (BPAHABAE)
Keywords
Where Ascent CFO is headquartered
LocationHeadquarters
- HQ city
- Boulder
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Ascent CFO business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Fractional CFO Services: Part-time strategic CFO support delivered on a flexible, month-to-month basis. Clients gain access to a top-tier CFO and full-stack accounting team without the cost of a full-time hire. Pricing based on scope and time commitment.
- Interim CFO Services: Full-time CFO support for a defined period during transitions, leadership changes, or critical business phases. Provides temporary financial leadership with strategic depth.
- Fractional Accounting Services: Scalable accounting services including Controllers, Accounting Managers, and Accountants that scale up and down with client needs. Provides CFO expertise on demand with flexible, outsourced financial management.
- Data Analytics & Insights: Business intelligence and data infrastructure services including system integrations, automated reporting, dashboard building (Power BI), complex spreadsheet modeling, workflow automations, and custom internal tools.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Starting price for Fractional CFO engagement |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels8 records
Ascent CFO product offering
Product offeringCore offering
Ascent CFO Solutions provides outsourced fractional CFO, interim CFO, and fractional accounting services delivered by a full-stack team of senior CFOs, Controllers, Financial Analysts, Accounting Managers, and Accountants. Services are sold on flexible month-to-month engagements starting at $60,000/year, and cover strategic financial leadership for growing companies including financial modeling, M&A advisory, capital fundraising, cash flow forecasting, and data analytics/insights via custom Power BI dashboards and system integrations.
Product overview
Ascent CFO Solutions provides a comprehensive suite of fractional financial leadership services delivered through a collaborative team model. The core offering consists of Fractional CFO Services (part-time strategic CFO support), Interim CFOs & Temporary CFO Services (full-time transitional leadership), and Fractional Accounting (Controllers, Accounting Managers, and Accountants). These are supplemented by specialized services including Data Analytics & Insights (Insights by Ascent CFO) which delivers custom dashboards, system integrations, and workflow automations via Power BI; Virtual CFO Services for remote delivery nationwide; M&A Services for buy-side and sell-side transactions; Capital Fundraising for investor readiness; and Cash Flow Forecasting for liquidity planning. The firm also offers Fractional Recruiting as an add-on for hiring financial talent. All services operate on flexible month-to-month engagements without long-term contracts, serving companies from early-stage startups through established businesses across industries including SaaS, professional services, construction, manufacturing, retail, healthcare, and financial services.
Differentiator
Problem solved
Functional benefit
Brands
- Insights by Ascent CFO: Data analytics and insights service offering custom dashboards, system integrations, automated reporting, and Power BI solutions.
Products and services
- Fractional CFO Services Strategic part-time CFO support providing senior financial leadership on a flexible, ongoing basis for companies seeking long-term financial guidance without full-time commitment. Engagements start at $60,000/year.
- Interim CFOs & Temporary CFO Services Full-time CFO leadership provided during transitional periods, executive departures, critical business phases, or while searching for permanent hires.
- Fractional Accounting Scalable accounting services led by Controllers, Accounting Managers, and Accountants that grow with business needs, providing CFO expertise on demand.
- Insights by Ascent CFO (Data Analytics & Insights) Decision-ready intelligence with custom dashboards, system integrations, automated reporting, and data visualization built by experienced CFOs using Power BI. Includes system integrations, automated custom reporting, complex spreadsheet modeling, custom internal tools, and workflow automations.
- Virtual CFO Services On-demand financial leadership delivered remotely nationwide, providing board-ready financials, real-time strategic guidance, and cost-effective remote execution.
- M&A Services CFO-led merger and acquisition strategy and execution covering buy-side and sell-side advisory, due diligence, deal structuring, and post-merger integration.
- Capital Fundraising Investor readiness services including investor-grade financial modeling, term sheet analysis, cap table management, 409A valuation advisory, and fundraising narrative alignment.
- Cash Flow Forecasting Rolling cash flow projections, scenario analysis, and liquidity management services that tie into operating models, sales pipelines, and strategic goals.
- Fractional Recruiting Recruitment support services for identifying, vetting, and onboarding financial talent including fractional CFOs and full-time CFO replacements.
Quantifiable outcome
- Save $190K+ annually vs. hiring a full-time CFO
- +2 more outcomes
Companies that use Ascent CFO
Customer profileNamed customers24 records
Segments11 records
Ideal customer profiles3 records
Ascent CFO technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
AI capability1 record
Feature3 records
Ascent CFO partnerships and signals
Strategic signalScale indicators3 records
Recent moves6 records
Expansion highlights6 records
Ascent CFO competitors and assessment
Company assessmentDirect peers
- Kruze Consulting: A leading fractional CFO and accounting firm focused on venture-backed startups. Directly comparable to Ascent CFO in target customer (early-stage to growth SaaS/tech), service mix (fractional CFO, accounting, R&D tax credit), and pricing model. Kruze is one of the most-recognized direct competitors in startup fractional finance.
- Pilot.com: Venture-backed outsourced bookkeeping, tax, and CFO services for startups and small businesses. Comparable business model (recurring outsourced finance), similar target segments (VC-backed startups), but with stronger technology/automation orientation and greater scale. A major direct competitor with capital advantages.
- B2B CFO Partners (now CFO Pro): Long-established fractional CFO firm serving SMBs across industries with a partner-based delivery model. Comparable in target market (owner-operated and mid-market businesses), service offering (fractional CFO, controllership), and flexible engagement structure. One of the largest direct peers in the fractional CFO space.
- Acuity (formerly CFO-ED): Fractional CFO and outsourced accounting services firm focused on growth-stage and mid-market companies. Comparable in service mix (CFO leadership, controllership, FP&A), industry breadth, and subscription-style engagement model.
- NowCFO: Fractional and interim CFO services firm serving SMBs and growth-stage companies nationwide. Comparable service offering (fractional CFO, accounting, M&A support), similar target customer profile, and consultative sales motion.
- FullStack Finance: Outsourced finance and accounting firm providing fractional CFO, controller, and bookkeeping services to startups and SMBs. Highly comparable in target segment (venture-backed and growth-stage), full-stack delivery model, and remote-first nationwide service.
- Pryce Group: Fractional CFO and financial advisory firm serving growth-stage and middle-market companies. Comparable in service mix (fractional CFO, M&A advisory, fundraising support) and target customer (founder-led growth companies).
- Anthem (formerly CFO Alliance): Fractional CFO and financial leadership firm with a partner-based delivery model serving SMBs and mid-market companies. Comparable in offering, target market, and partner network structure.
Emerging players
- ScaleUp Finance: Boutique fractional CFO firm focused on venture-backed startups and high-growth SaaS companies. Comparable in startup target segment and specialized SaaS metric expertise, but smaller and earlier-stage than Ascent.
- Bookkeeper360: Outsourced bookkeeping, accounting, and CFO services for SMBs with integrated technology stack. Comparable in outsourced finance positioning and SMB target segment, but with stronger technology orientation and broader bookkeeping focus.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Ascent CFO social profiles
Digital presenceAscent CFO financial estimates
Financial estimateRevenue estimate
Valuation estimate
Ascent CFO leadership team
Management profileNumber of profiles
Profiles14 records
Ascent CFO funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Ascent CFO M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Ascent CFO
What does Ascent CFO do?
Ascent CFO Solutions provides outsourced fractional CFO, interim CFO, and fractional accounting services delivered by a full-stack team of senior CFOs, Controllers, Financial Analysts, Accounting Managers, and Accountants. Services are sold on flexible month-to-month engagements starting at $60,000/year, and cover strategic financial leadership for growing companies including financial modeling, M&A advisory, capital fundraising, cash flow forecasting, and data analytics/insights via custom Power BI dashboards and system integrations.
Is Ascent CFO a public or private company?
Ascent CFO is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Ascent CFO founded?
Ascent CFO was founded in 2011. It employs 1 to 10 people.
Where is Ascent CFO based?
Ascent CFO is headquartered in Boulder, United States, in the North America region.
How does Ascent CFO make money?
Four revenue lines are on record. Fractional CFO Services are the primary driver. The others are interim CFO Services, fractional Accounting Services and data Analytics & Insights.
Who are Ascent CFO's main competitors?
Direct peers on record are Kruze Consulting, Pilot.com, B2B CFO Partners (now CFO Pro), Acuity (formerly CFO-ED), NowCFO, FullStack Finance, Pryce Group and Anthem (formerly CFO Alliance). Emerging players are ScaleUp Finance and Bookkeeper360.
Does Ascent CFO have an API?
No public API is recorded for Ascent CFO.
What industry is Ascent CFO in?
Ascent CFO's product category is Financial Advisory & Fractional CFO Services. Its primary akta.pro industry code is BPAHABAE, Outsourced Finance & CFO Services. Its NAICS code is 54161 and its SIC code is 8742.