Articulate your vision and build a plan.

Understand and improve financial health.

Use cash management to guarantee a healthy business.

You are the owner of your business. As the owner, it is up to you pave the path for your family, yourself, your team, and your customers.  Ascent understands you are the most important person in your business. We have built our advisory services to help YOU.

Whether helping you articualte your purpose and vision, providing expertise to help improve the financial health of your business, or being the person holding you accountable for it all, you will find our advisory services both effective and invaluable.

Let’s talk about how Ascent can help YOU make your dreams reality.

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“Courage is what it takes to stand up and speak.
Courage is also what it takes to sit down and listen.”

   – Winston Churchill

You started your business because you had a dream, right?

All too often, as your business grows, you let the business take precedence over your dreams. It happens to the best of us. However, as the owner, it is your responsibility to not let this happen.

Imagine this:

  • You have articulated your vision for the business and are on track to making it a reality.
  • You regularly monitor your business’s financial health and feel secure about its future.
  • You have cash in the bank, all year long, and never have to worry about making payroll, saving for taxes, or a crappy season.
  • You anticipate the future. Heck, it sometimes feels as if you can predict what’s going to happen.
  • You are no-longer caught off guard by tough decisions because you have communicated your vision with your team and they now hold themselves accountable for the success of your business.

Sound too good to be true? It isn’t.

In fact, owners who implement our advisory initiatives have a 100% better chance in making their dreams reality. These initiatives are:

  • Articulating your purpose statement, the vision for your business, and building a timeline to keep you accountable.
  • Recurring evaluations of your business’s plan and its financial health.
  • Easy to execute day-by-date cash management strategies that guarantees cash in the bank.
  • Holding yourself, and your team, accountable for sticking to the plan.

Ascent’s advisory services have been built around these key initiatives. We are experts in managing businesses. Below are the available advisory services to help you make your dreams a reality. 

I want this! Sign me up.

Advisory Services

Make It Happen!

  • Write-out your purpose
  • Write out your vision
  • Build a timeline
  • Evaluate current health
  • Set & track target metrics
  • Use bank accounts to improve health
  • Review expenses for savings

Health Aware

  • Write-out your purpose
  • Write out your vision
  • Build a timeline
  • Evaluate current health
  • Set & track target metrics

Plan For Success

  • Write-out your purpose
  • Write out your vision
  • Build a timeline

Are advisory services not a fit for you? Do you just need something to get you started?

Perfect! We offer multiple one-time consultations that will get you on the right track.

Frequently Asked Questions

Let’s face it… We can’t be experts in everything. You probably started your business because you’re an expert in your trade. My guess is you’re not an expert in running a business. So wouldn’t it make sense you hire a business advisor who’s an expert in helping business owners run their business?

These services are highly affordable. For as little as $95/mon we can ensure you’ll get the direction you need to keep your business on  track.

You’re right! Your business is unique. However, your business’s problems are not. We’ve helped numerous businesses, just like yours, overcome their problems. I’m positive we’ve already faced your problems and can help you overcome them.

  • If you have a problem, at a minimum, give us a call and run it by us. We won’t charge for a phone call.
  • If you don’t call and ask for help, you will not find a solution.
  • If you have a solution or believe you can do find one on your own, then why is it still a problem?

We’re experts in business. If there is ANYTHING keeping you up at night, then call us and chat about it. Sometimes just talking through it helps. Plus, we don’t charge for phone calls. If we don’t have a solution, or we’re not the right fit, we will happy to give referrals to someone who will. 

Most businesses fail because of a lack of direction and poor communication. Writing out your dreams:

  • Helps you articulate your dream
  • Sets the stage for holding yourself accountable
  • Is the first step in communicating your dream with your team

Plus a lot happens over the life of a business and even in the course of a year. Heck, a lot happens in a week. Your dream is written-out when you’re clear-headed and focused on the future. Generally, we as humans lose sight of our dreams during the daily grind. When this happens we can read our dream and keep us on track. This way when our head is immersed in the day-to-day, we can still, clearly, make dreams reality.

Metrics help you analyze your business health on a recurring basis. They are built based on your dreams and help you monitor business health as you pursue your dream. It is better to use metrics throughout the year and make timely decisions than to analyze the business only at the end of the year when it is too late. For example:

  • If you want to sell $120,000 in widgets this year you need to sell $625 in widgets each day of the year (assuming four-day work weeks) which is $10,000 per month. Monitor daily sales, compare actual sales to expectations on the monthly, and if you’re ahead of the target then schedule some time off… You’ve earned it! If below target, not a problem, just buckle down and do some extra marketing on Fridays. You’ve planned to work only four days per week, so you only need to add one day to generate sales and make up the difference. Who doesn’t like planning for weekends?!
  • Utilize google analytics and evaluate your conversion rate. How many people visit your site on the daily, weekly, and monthly basis? Of those looky-loos, how many give you a call (referred to as a lead)? Of those that give you a call, how many buy (referred to as a customer)? Develop an understanding for your conversion rate, plan your sales and proposal efforts accordingly, and make modifications to your marketing platforms to improve your conversion rate (essentially costing you less time, effort, and money per lead). More money for less work. Who doesn’t like that?!

Use what we call the ‘envelope’ system. Set-up different bank accounts for different purposes (income, profits, owner compensation, taxes, expenses, etc.). Deposit all money received into the income account. On a regular schedule, transfer money into each of the other bank accounts. Spend money ONLY from the expenses account.

Different sizes and types of businesses need to transfer different percentages to each account. Give us a call and we’ll let you know what percentages are appropriate for you. We’ll do this free of charge because we want you to be financially healthy!

Generally speaking, profit as a % of revenues should be 10% or more. However, if your intention is to grow your business, you need to profit at least 15% of revenues. This will allow you to healthily invest in your business’s future.

Note, you want to be smart with your 5% re-investment in the business. Look at your options, project sales and costs of each, and pick the one that will produce the highest future profits. We suggest you consider at least three options before choosing your next investment.  

“Zeb is a thorough business advisor. I am grateful for the insights he was able to uncover throughout the advisory process.”

Ownership, The Tax Butler

“The team at Ascent has been an asset in streamlining our business accounting. They have been extremely helpful and responsive. I would highly recommend hiring Ascent for your accounting and business consulting needs.”

“Very satisfied. I met with Ascent and in just one meeting we re-strategized my efforts. I’m way more confident as an owner/operator and the future because of Ascent’s insight.”

Are You Ready to Make Your Dreams A Reality?

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