FORM YOUR RIA
FORM YOUR RIA

Accounting & Finance

Our accounting professionals will ensure that the new RIA has all accounting and financial bases covered. We strive to ensure that the firm maintains a strong P&L. 

deep expertise

Let us do the heavy lifting.

Our Services

Accounting & Finance

Accounting  Systems & Bookkeeping
- Create Chart of accounts and setup accounting system.
- Record all financial transactions, including payments, receipts and journals into the designated accounting software.
- Facilitating audits, risk assessments, and tax preparation by maintaining organized and comprehensive records.
- Assistance with bill payment and setting up bill payment system.
Budgeting and Reporting
- Developing customized budgets tailored to your needs and objectives.
- Monitoring actual performance against the budget and making adjustments as needed.
- Generating financial statements such as balance sheets, income statements, and cash flow statements.
- Providing timely and accurate monthly, quarterly, or annual reporting packages.
Business Analytics
- Financial Data Analysis to help businesses precisely measure and visualize financial information and trends, enabling leaders to understand their company’s financial health, spot patterns, and make informed strategic decisions.
- Integrate financial expertise with advanced data analysis to unlock the full potential of business data, enabling organizations to make smarter, faster, and more profitable decisions.
Payroll & Advisor Compensation Services
- End-to-end management of employee compensation, including the setup and maintenance of a payroll system.
- Utilizing the payroll system to calculate wages, withholding and remitting taxes, processing benefits and deductions, and distributing payments.
- Calculation & Payment of financial advisor commissions and utilizing the payroll system to issue 1099s where applicable.
a critical partnership

Ascendia’s Shared Services

Compliance
Our CCO team will oversee every element of your new RIA formation while interfacing directly with local governments and the SEC. We lead the process from beginning to end.
Accounting & Finance
Our finance team can provide every detailed element of running your RIA from billing, payment systems, payroll processing, reporting, and financial statement reporting.
Human Resources
Our HR experts will set up the new RIA to run like a business including policies, procedures, annual reviews, employee onboarding, recruiting, and hiring initiatives.
Technology Services
Our technology team has a deep expertise in the financial services space, keeping you up to speed on the rapidly changing landscape of the industry. Need a modern tech stack?
Business Analytics
We will supply business intelligence and analytics to ensure that critical business KPIs are on track. Our experts will dive deep to maintain visibility on what matters most.
Strategic Consulting
Our C-Suite will provide the guidance on strategic business initiatives such as M&A, succession planning, process improvement, or any unique initiative that drives growth.

Collaborate with Us!

Ascendia Partners will drive strategic business growth while ensuring your independence.
We have the track record to prove it. Let us prove it again.

Let's Grow Together