Ascend Financial Management

Specialties

Ascend Financial Management offers exceptional bookkeeping and payroll services coupled with year-​end comprehensive tax services for individuals and businesses. We specialize in QuickBooks with a full staff of QuickBooks ProAdvisors, CPAs and Enrolled Agents.

History

Established in 2000.

For years, Ascend Financial Management has been providing quality, personalized financial guidance to local individuals and businesses. Ascend Financial Management’s expertise ranges from payroll and bookkeeping services to more in-​depth services such as financial statement clean-​up projects and tax return services.

Ascend Financial Management is one of the leading firms in and throughout San Joaquin County. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base grows year after year.

Meet the Business Owner

Kimberley W.

Business Owner

Our dedication to hard work has earned the respect of the business and financial community in and around Stockton and throughout San Joaquin County. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Ascend Financial Management receive competent and timely advice.