Experienced CFOs & Controllers

Our Mission:

We believe every company needs thriving accounting and finance functions that enable owners to keenly focus on running and growing their business. Ascend Group delivers on-demand specialized financial expertise as a trusted financial leadership resource for companies throughout Vermont and New England.


Who We Are:

Ascend is a professional firm providing accounting and management consulting services to companies in Vermont and throughout New England.  Ascend was started in January 2015 by an experienced financial leader who began providing fractional CFO services.  From a growing base of satisfied clients, the firm later expanded its’ resources along with the depth and breadth of services offered.  With the current team of accounting and finance professionals, we are responsive to the needs of entrepreneurs and business owners who are looking for access to the skills of proven professionals without the cost-burden of hiring full-time employees.   Our team has spent over 40 years collectively helping companies nationwide through accounting and financial leadership.

Ascend Group serves startup companies to established businesses in a number of industries and offers a variety of services to suit the needs of any business, including:

  • Interim leadership – During a transition we keep the trains running and keep them running on time.  While at the same time, we’ll bench mark the current function and implement best practices.  We have also successfully helped source and select permanent hires for the business.  We often partner with a trusted network of executive recruiters.

  • Supplemental leadership – A business has outgrown their accounting team, but can’t afford a full-time Controller or CFO yet.  They need someone to take it to the next level when it comes to reporting, communicating, planning, and execution.

  • Value add activities – Working closely with your  public accounting (CPA) firm, we can implement a best-in-class accounting function which in turn increases efficiencies with the CPA and improves the overall integrity and accuracy of your financial records.   We can also assist your  leadership team with activities that they have limited experience with.  Those activities may include strategic planning, implementing KBM dashboards, lean exercises, scenario planning, and tracking and assessing the investments of a business owner/investors.  Collectively we also have deep experience in risk management and human resources.

  • Manage key events – Recapitalization and/or refinancing of a business.  Advise ownership on how to best capitalize their business, improve the bottom line, and project what it could be worth under certain scenarios.  We’ll also roll up our sleeves and serve as project manager for the recap or refi.

  • Software selection and implementation –  Another high risk event that a business wants to get right the first time.  The system change may be too much for the current accounting team to handle.

Partners

  • Scott Smith

    FOUNDING DIRECTOR

    Scott has over 20 years of professional experience in finance and accounting. He has served as the Chief Financial Officer at Bullrock Corporation, Vermont Teddy Bear, Heritage Aviation, and Hubbardton Forge. In addition, he has also served in various finance and accounting managerial roles at Fab-Tech, Burton Snowboards, and American Skiing Company.

  • Tim George

    DIRECTOR

    A native Vermonter with more than 25 years of professional experience at blue-chip companies like Vermont Teddy Bear, Burton Snowboards, Hampton Direct, and City Market, Tim provides a veteran leadership and counsel found at the executive level. Accounting, supply chain, human resources, legal affairs and information technology – this former CFO has helped guided many entrepreneurial companies to success. Tim has undergraduate degrees in Finance and Political Science from the Wharton School of Business at the University of Pennsylvania, and earned his MBA at the University of Vermont.

Associates

  • Andrea Bergeron

    Andrea has thirty years of experience for various Vermont non-profit organizations, including serving as the Chief Financial Officer for Vermont Public Television, Shelburne Museum and the Flynn Center. She has a deep understanding of the nuances of the non-profit sector, and as is often the case in NPOs, in her past roles Andrea has led the human resources, information technology and general administrative teams giving her a wide range of business experience.

  • Cheryl Lynn

    Cheryl has worked in many various and interesting work environments in her 35-year career.  Lots of nonprofit work (Education, Government, Library) as well as 5 years of public accounting where her clients ranged from a Mom & Pop pizza shop to a client that spent 3 summer weeks in Iowa detasseling corn.  She loves what she does and enjoys meeting new people and learning new things every day.   Her granddaughter brought her to the Green Mountain State 4 years ago.  She spends her down time with her family and in the garden, park, forest, or mountains.  

  • Deb di Stefano

    Deb has over 30 years of accounting experience and is a licensed CPA in Vermont. Deb has worked for a multitude of related entities making her versed in juggling everything from accounting, office management and property management as well as assisted small clients with their yearly accounting. Deb was a controller at an eCommerce business she helped grow from a start up to a successful business. Her first 10 years in accounting were spent at CPA firms. Deb enjoys helping client have accurate financials, assisting in accounting computer conversions & integrations, and working with accounting staff to improve accounting practices.

  • Jess Damon

    Jess Damon brings 13 years professional experience leading accounting teams through month end closes, implementing best practices, financial statement reporting and analysis, budgeting and forecasting, and systems integrations and process improvements. Jess is a CPA and former auditor, well-versed in accounting principles. She has worked with a variety of systems and industries including manufacturing, SaaS, investment companies, and non-profits. She enjoys helping our clients to better understand their financials so they can plan for the future.

  • Joyce Slabaugh

    Joyce comes to Ascend with over 25 years working for non-profit organizations. She understands working for NPO’s, the need for internal controls and processes for segregation of duties. Joyce performed these duties in her role as an Accounting Manager or Business Administrator. She especially enjoys the bookkeeping and the detail needed for reporting to board members.

  • Ki McClennan

    Ki McClennan worked for many years in administration, project coordination, office management and bookkeeping. Her most recent 13 years were spent in the roles of office manager and bookkeeper to a Burlington law firm, supporting thirteen attorneys and supervising the firm’s staff. Ki has a particular love of bookkeeping, and also enjoys opportunities to utilize her organizational skills. She offers hard work, thoughtful problem solving, and creative management of simultaneous tasks.

  • Laura Keating

    Laura is new to Ascend

  • Mike Dupont

    Mike brings to Ascend over 35 years of corporate finance, accounting and operational management experience. He has held multiple senior and executive level positions for companies such as Burton Snowboards, Suss MicroTec, Peregrine Outfitters, Choice Strategies and WageWorks. Over the course of his vast career, Mike has gained the insight to incorporate best practices and believes in not ‘re-inventing the wheel’ when providing effective solutions for his clients.

  • Missy Lalonde

    Missy brings almost 20 years of accounting experience to the Ascend Group. She has extensive experience in a variety of industries with significant focus on Manufacturing. She has worked her way up from Staff Accountant to Controller doing all accounting functions for both small and mid-sized businesses. While most of her professional work has been in full time roles, she also has run her own accounting  and bookkeeping service since 2007.

  • Peter Longchamp

    Peter brings to Ascend expertise from over 30 years as both a CFO and Controller in manufacturing, distribution, retail, and ecommerce industries. Throughout his career, his successes have started by building efficient and motivated financial teams with an emphasis on supporting the mission of the organization. He has taken that approach with mid-sized Vermont companies during is leadership positions at Tuttle Publishing, Vermont Hard Cider Company, Tata’s Natural Alchemy, and other companies. He has significant experience in the selection and implementation of ERP systems, navigating corporate financing/fundraising and M&A activities, as well being a general operational and financial resource for all areas of an organization. Peter holds CPA, CMA, CGMA, and CITP designations.

  • Ryan Robbins

    Ryan has worked in several diverse industries. Most recently he came to Ascend from leading the finance team of a midsized construction company after leading the North American Division finance team for an international manufacturer company. He is an energetic and outgoing Finance Executive possessing a broad set of financial and administrative strengths with a client-centric focus. Ryan is extremely detail oriented and organized. He has also streamlined processes to accommodate massive company growth and helped facilitate said growth through his background in data analytics. He got his undergraduate degree from UVM in Finance and his MBA from Castleton in both Accounting and Data Analytics.

  • Will Carlson

    Will brings 10 years of finance experience to Ascend, including the better part of the last decade managing his own consulting firm. He has experience in various industries, including NPOs, real estate, insurance and food and beverage. He specializes in "micro-businesses," in particular starting client accounts from scratch and training clients on basic accounting fundamentals and workflows to help them understand their financial position and run their business more efficiently. Will is a certified QuickBooks ProAdvisor and enjoys offering trainings and webinars to improve client education around bookkeeping and accounting. 

Advisors

  • Dan Browdy

    Ascend Fractional COO

    Dan has over 20 years of operational leadership experience in a variety of fast-growing Vermont-based entrepreneurial companies. Dan served as COO of Hubbardton Forge, COO of Burlington Labs, VP of Business Excellence at Aspenti Health, COO of Sleeping Well LLC, as well as a variety of operations, systems and large-scale project roles in other companies. Dan currently runs his own consulting business Wholebiz Advisors where he focuses on helping companies define and reach their strategic goals, overcome operational challenges and build great teams.

  • Doug Goldsmith

    Doug has over 25 years professional experience in Finance, Operations and IT. He served as the Chief Operating Officer and Chief Financial Officer for AllEarth Renewables, leading growth that resulted in the firm being named to the INC 500 and overseeing financing of over $50 million in renewable energy projects. Prior to that he held various leadership positions at Rock of Ages including President of its Quarry Division with annual revenues of $30 million and served as CFO and CIO when the firm was publically traded on NASDAQ. Doug has an MBA and a BS in Mechanical Engineering from The University of Vermont.

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