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

Partner Program Benefits

Improve Client Experience
& Increase Client Retention

Providing comprehensive advisory solutions prevents clients from looking elsewhere, enhancing their experience and improving retention.

Education
& Resources

Participating in Ascend’s client advisory meetings provides valuable insights and proven strategies that you and your staff can leverage across your entire client base.

Revenue Growth
Opportunities

Generate additional revenue through referral fees when introducing clients to the program. These fees can either boost your firm’s revenue or be offered as client discounts.

Scalability

Many firms wish to expand into advisory services but lack the resources or capacity. Partnering with Ascend immediately extends your firm’s capabilities without increasing overhead.