Ascend my legacy
Clarity through integration. Security through structure.
You’ve Built Success. Now Build the Structure to Protect It.
You’ve scaled the business, expanded your portfolio, and created options. However, behind the growth, your financial life has become fragmented — too many advisors, disjointed systems, and no single source of truth.
At Ascend Financial Partner, we bring it all together.
We serve as your Micro Family Office, integrating tax, accounting, and financial strategy under one coordinated plan — so every decision moves you toward clarity, confidence, and long-term security.
Integration Is the
New Advantage
True wealth isn’t built in isolation.
It’s built through alignment — between what you earn, what you own, and what you envision for the future.
With Ascend Financial Partner, you gain:
A unified financial operating system designed for growth.
Proactive tax strategy that anticipates, not reacts.
CFO-level reporting that empowers confident decisions.
A trusted partner who understands both the numbers and the narrative behind them.
Because when your financial world is integrated, everything flows with purpose.
Who Are We?
Supported by a team of skilled Certified Public Accountants.
At Ascend Financial Partner, our mission is to bring clarity, confidence, and control to complex financial lives.
We integrate tax, accounting, legal, and financial planning disciplines into one cohesive system—helping high-income earners and affluent families structure, protect, and optimize their wealth.
Through our Micro Family Office framework, we ensure every financial decision works together to deliver lasting security, stability, and strategic growth.
Expert finance Solutions You Can Trust
Why Choose Ascend Financial Partner
Where precision meets partnership — and prosperity aligns with purpose.
In a world of complexity and opportunity, you deserve advisors who not only understand your ambitions but elevate them. At Ascend Financial Partner, we don’t just manage numbers — we integrate every financial element of your life into one clear, coordinated system that supports growth, clarity, and lasting security.
Expert, Integrated Team
Led by CPA and founder Deen Cadi, our team of financial strategists, accountants, and tax planners delivers coordinated, reliable expertise — bringing clarity to even the most complex financial landscapes.
Comprehensive, Cohesive Services
From accounting and tax strategy to CFO advisory and legacy planning, we unify every layer of your financial life. One partner. One system. Complete integration.
Customized Financial Architecture
Your goals, values, and structures are unique — your financial plan should be too. We tailor every strategy to your entity structure, cash flow needs, and legacy vision.
Proven Precision
With over two decades of experience, we’ve built our reputation on accuracy, integrity, and transformative results for high-growth founders and multi-entity families.
Our Process: The Ascend Framework
Discover — We assess your full financial ecosystem to identify inefficiencies and risk.
Integrate — We unify accounting, tax, and strategy through a coordinated operating system.
Elevate — We implement real-time reporting and accountability to sustain growth.
Protect — We build governance and structures to secure your legacy.
Each stage brings precision, partnership, and peace of mind — the foundation of true financial leadership.
Our Service Tiers
Financial Stability for Your Peace of Mind
Our fees are covered by the savings we help you unlock—meaning your investment is paid for through the tax strategies and financial efficiencies we implement.
Foundation
Package
This package offers essential financial services tailored for entrepreneurs and small businesses, ensuring streamlined operations and strategic growth.
Accounting & bookkeeping precision
Proactive tax planning & compliance
CFO Lite guidance
advisor coordination Up to 5 consultations
Monthly 3,500 - 7,500
Strategic
Package
Designed for scaling founders managing growing complexity, this package delivers proactive financial leadership and fully integrated tax and CFO advisory support.
Includes Everything in FOUNDATION, plus:
Full Service Virtual CFO Advisory
Tax Optimization & Entity Structuring
Review of SCorp/LLC strategy for efficiency
Wealth & Cash Flow Coordination
Monthly 7,500 – 15,000
Executive Family Office
Built for founders and families managing significant assets, multi-entity portfolios, or generational wealth—this package provides institutional-grade structure with white-glove coordination.
Includes Everything in strategic, plus:
Full Virtual Family Office Management
Advanced Tax & Strategic Planning
Financial Governance Systems
Dedicated CFO & Advisory Team
Monthly 15,000 – 30,000+
The Results You’ll Experience
Integrated Financial Clarity — Every number, entity, and advisor connected under one cohesive system.
Tax Efficiency — Lower effective tax rates through proactive planning and compliant structure.
Confidence & Control — Real-time visibility into performance, cash flow, and risk.
Time Reclaimed — Shift from managing details to leading strategically.
Sustained Security — Structured systems that protect assets and optimize wealth over time.
Book a Private Discovery Call
Gain clarity, direction, and confidence in your next financial move. In this confidential consultation, we’ll assess your current structure, identify key opportunities for tax efficiency and integration, and outline a customized roadmap aligned with your goals.
One call can bring your entire financial picture into focus.
Services we coordinate
Designed to Help Visionary Founders and Families Build Enduring Wealth with Purpose
Financial MGMt & Accounting
Bookkeeping & Accounting: Monthly reconciliation, expense categorization, and audit-ready books
Virtual CFO: Cash flow forecasting, budgeting, and performance dashboards
Consolidated Reporting: Unified financial statements across entities, trusts, and investments
KPI & Profitability Analysis: Business performance review and management reporting
Payroll & Compliance: Multi-entity payroll administration, compensation modeling
Tax Strategy & Compliance
Tax Filing: Federal, state, multi-entity, and multi-jurisdictional return preparation
Tax Planning: Year-round strategic tax reduction, depreciation, and PTE optimization
Book-to-Tax Integration: Ensuring accurate flow from accounting to filings
Entity Structuring: S-Corp/LLC/C-Corp optimization for income and estate alignment
R&D, Cost Segregation & Credit Studies: Advanced tax leverage opportunities
advisory & Business strategy
Business Valuation: Formal valuations for transactions, buy-sell, and succession planning
Strategic Planning: Profit improvement and scalability roadmaps
Entity Expansion: Multi-state registration, compliance, and governance setup
M&A Support: Due diligence, tax structuring, and post-acquisition integration
Operational Advisory: Systems design, process optimization, and staff alignment.
Financing & Capital Solutions
Working Capital Financing: Coordination with lenders for short-term liquidity needs
Real Estate Financing: Acquisition, refinance, and portfolio lending strategy
SBA Loans: Qualification, packaging, and advisory for SBA-backed funding
Private Lending Advisory: Structuring family or investment entity loans
Bank Relationship Management: Negotiating and maintaining credit facilities
Personal Financial Planning & Investment Coordination
Comprehensive Financial Planning: Retirement, cash flow, and net worth modeling
Investment Oversight: Portfolio tracking, reporting, and risk alignment with advisors
Insurance Coordination: Life, key-person, and asset protection planning
Trust & Estate Integration: Ensuring financial goals align with legacy structures
Philanthropy & Impact Investing: Foundation design, donor-advised funds, and giving strategies
Legacy, Governance & Compliance
Business Valuation: Formal valuations for transactions, buy-sell, and succession planning
Strategic Planning: Profit improvement and scalability roadmaps
Entity Expansion: Multi-state registration, compliance, and governance setup
M&A Support: Due diligence, tax structuring, and post-acquisition integration
Operational Advisory: Systems design, process optimization, and staff alignment.
What our Customer are Saying
The accounting services provided by this firm have been exceptional. Their expertise and attention to detail have significantly improved our financial management. Highly recommend!
Cody F.
The personalized service we received from Ascend was outstanding. From tax planning to monthly bookkeeping, their attention to detail and commitment to our success have made a significant difference for our business. Highly recommended!
Kristin Watson
I’ve been working with Ascend Financial for over a year, and their support has been invaluable. They handle my tax filings and financial planning with precision, allowing me to concentrate on my work without worrying about the numbers. Their professionalism is second to none.
Albert Flores
Frequently Asked Questions
What services does your accounting firm offer?
We offer a range of services including tax preparation, bookkeeping, financial planning, audit and assurance, and consulting. Whether you need help with personal or business finances, our team is equipped to assist you with professional and tailored solutions.
How can I schedule a consultation with your firm?
You can schedule a consultation by booking an Ascend Discovery Call on our site.
What are your fees for accounting services?
Our fees vary depending on the complexity and scope of the services required. We offer transparent pricing and provide a detailed estimate after assessing your specific needs. For a personalized quote, please contact us directly.
How do you ensure the confidentiality of my financial information?
We prioritize your privacy and adhere to strict confidentiality policies. All financial information is securely stored and accessed only by authorized personnel. Our firm complies with all relevant data protection regulations to safeguard your information.
What qualifications and experience do your accountants have?
Our team consists of certified public accountants (CPAs) and experienced financial professionals with extensive industry knowledge. Each member of our team holds relevant qualifications and has a proven track record in providing high-quality accounting services.
