Holistic Advisory Partner Program

Strengthen client relationships, boost client satisfaction, and grow your practice by partnering to jointly serve clients.

Offer Holistic Advisory To Clients Without Overwhelming You or Your Staff

  • Ascend handles the holistic advisory services

  • You handle your speciality (bookkeeping, accounting, tax, CFO, etc.)

  • We jointly meet with the client allowing you to always be in the loop about what is happening

    We regularly communicate about client needs between meetings to ensure alignment and effectiveness

  • A true partnership, jointly serving clients to improve outcomes

“The strengths of each team can raise thebar on each side with different knowledgeand strategic points.”

Sarah Prevost - The Proper Trust LLC