Ascend Accounting Advisory, LLC

Ascend Accounting Advisory offers a range of Fractional CFO and outsourced accounting services, including reporting, management, and maintenance.

[Ascend Accounting Advisory, LLC @AscendAccount]

Most business owners don't hate budgeting.
They hate that no one ever showed them how to do it right.
Where to start, what to build first, and the 3 pitfalls that sink most budgets.

https://t.co/H4A3OElNwr

#Budgeting #SmallBusiness #FractionalCFO #BusinessFinance

[Ascend Accounting Advisory, LLC @AscendAccount]

A bookkeeper records what happened. A CFO tells you what to do about it. Most businesses have one, almost none have the other.
We wrote about 5 signals that tell you it's time to close it. https://t.co/60CATkDh30
#FractionalCFO #SmallBusiness #CPA #NoPermissionRequired

[Ascend Accounting Advisory, LLC @AscendAccount]

Most small business owners aren't bad at time management.
They're bad at clarity.
When everything feels urgent, nothing important gets done. You stay busy. The business stays stuck.

https://t.co/dwdCe9FZ67

#SmallBusiness #TimeManagement #FractionalCFO

[Jesse M. Herschbein, CPA, CGMA @HerschbeinCPA]

Most small business owners are already tracking KPIs — they just don't call it that.

The problem isn't awareness. It's focus. Track too many metrics and you lose the thread. Track the wrong ones and you feel confident when you shouldn't.

New post: What a KPI actually is and why it matters for your business.

https://t.co/MUqOi2TDTE

#CFO #FractionalCFO #CPA @AscendAccount

[Ascend Accounting Advisory, LLC @AscendAccount]

A fractional CFO isn't a bookkeeper. Isn't a tax preparer. Isn't someone who reviews your P&L once a quarter and nods.
It's senior financial leadership, right-sized for where your business actually is.

https://t.co/RhtJKTp8L7

#CFO #CPA #FractionalCFO

[Ascend Accounting Advisory, LLC @AscendAccount]

Thirty-eight states have introduced new pathways to CPA licensure since 2025.
https://t.co/KdaJL6taNX via @MorningBrew

#CPA #NJCPA #CPAPipeline

[Ascend Accounting Advisory, LLC @AscendAccount]

"Tech stack" gets thrown around like everyone knows what it means, most don't.
It's every tool your business runs on — and for most companies, nobody has the full picture.
That gap creates real risk.
New post on the Ascend blog 👇 https://t.co/MlBKEKISSp

#CPA #CFO

[Jesse M. Herschbein, CPA, CGMA @HerschbeinCPA]

https://t.co/DeRfBccbez

[Ascend Accounting Advisory, LLC @AscendAccount]

Your month-end close is taking too long. Here are the Top 5 areas that AI can make an impact in a short period of time.

Bank recs
AP
Variance analysis
Anomaly detection
Board commentary

Pick one. Start there.
#CFO #FractionalCFO #AI #MonthEndClose

https://t.co/wc4Fql4GGg

[Ascend Accounting Advisory, LLC @AscendAccount]

The 3 Things Every CFO Should Be Watching Right Now

https://t.co/N1jPpR9IDz

#CFO #Q1 #Budgets #Accounting #FractionalCFO

[Ascend Accounting Advisory, LLC @AscendAccount]

Navigating the Form 1099-DA reporting maze

https://t.co/SuEXOGN5vZ

#Tax #DigitalAssets #CryptoCurrency #IRS

[Jesse M. Herschbein, CPA, CGMA @HerschbeinCPA]

Top 3 Excel tools accounting teams should be using in 2026 — and mostly aren't:
1. Power Query — stop copy-pasting from multiple sources. Connect once, refresh forever.
2. XLOOKUP — if you're still on VLOOKUP, the upgrade takes 10 minutes and eliminates reconciliation headaches.
3. FILTER / UNIQUE / SORT — real-time dynamic reports without rebuilding the spreadsheet every month.

Better tools aren't always new software. Sometimes it's what's already installed.

#Accounting #Excel #CPA #TaxTwitter

[Ascend Accounting Advisory, LLC @AscendAccount]

April 15 is not the finish line.
It's the starting gun for smart financial planning.
Q1 results are in. Cash flow trends are visible. Decisions are on the table.
Business owners who act now > business owners who wait until December.
#FractionalCFO #AscendAccountingAdvisory

[Ascend Accounting Advisory, LLC @AscendAccount]

It's March — and if you're a business owner, now is the perfect time to set your 2026 financial reporting season up for success before it sneaks up on you.

Here are the top 3 things you should do right now:

https://t.co/hrtGnGiLRb

#FractionalCFO #Planning #Finance

[Ascend Accounting Advisory, LLC @AscendAccount]

Emerging trends in digital ecosystems, sustainability, workplace structures, and AI will shape 2026

https://t.co/gvKtDlkEG5

#Finance #Sustainability #AI #Accounting #CPA #CFO

[Ascend Accounting Advisory, LLC @AscendAccount]

AI-enabled investors are finding red flags, asking tougher questions, and pinpointing the smallest mistakes. https://t.co/Ztq5ubJQzl via @MorningBrew

[Ascend Accounting Advisory, LLC @AscendAccount]

What kind of AI do accounting software buyers want?
GenAI, predictive analytics head the wishlist.
https://t.co/Nx2MdAcNQ2 via @MorningBrew

#CFO #CPA #Accounting #Software #AI

[Ascend Accounting Advisory, LLC @AscendAccount]

Corporate spending accelerating toward AI in 2026

https://t.co/XgtWs24Bxi

#Accounting #CFO #AI

[Ascend Accounting Advisory, LLC @AscendAccount]

Are you 'CPA ready' for 3/15?✅

1. Bank & CC statements
2. Payroll & year-end reports
3. 1099s issued & received
4. Major purchases & asset disposals
5. Shareholder loan/distribution records
6. Unusual or one-time transactions

#TaxSeason #SmallBusiness #CPA

[Ascend Accounting Advisory, LLC @AscendAccount]

Happy Holidays!

#HappyHolidays #MerryChristmas #HappyNewYear