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CFO Strategic Partner
 
 
Mission statement: 

Our mission, to enrich lives, is more than just something we say. We live it and practice it every day. Just ask one of our amazing team members.

Whether we’re providing strategic financial vision and expertise to help our clients realize their dreams, or fostering a corporate culture that honors the personal lives of our employees, our goal remains the same:
Overview: 

Not only on demand, but on command. An outsourced CFO provides the knowledge and expertise of an entire team of CFOs, as opposed to only one, which generates unlimited creative strategies and ideas on issues important to your growing organization. With an outsourced CFO, you have one dedicated CFO, who knows your organization intimately and is also supported by a group of highly seasoned CFOs. This expertise coupled with CFOSP’s perfected internal processes and engagement systems ensure that each client receives not only the highest level of value, but also a customized experience tailored to a unique organization, while helping to guide the challenges standing in the way of the organization’s long-term vision. As an outsourced CFO, we can provide the highest level of confidentiality and strategically align the owner’s objective free from conflict that an employee relationship might inherently create.

Finally, outsourcing models have a reduced risk exposure. From internal controls and fraud risk to employee retention and relations risk, this modern arrangement also provides the utmost flexibility, allowing us to scale as needed.

Our partnership will cost less and provide much more of the tailored solutions mid-market businesses need.


 
 
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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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