Latest News from Ascend and our Partner Firms

Ascend, our firms, and the accounting industry are experiencing rapid growth and transformation. Stay up to date with all of our news, press features, and insights from industry leaders and our community.

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The Rise of Alternative Practice Structures

In this episode of Accounting Today’s podcast, Editor-in-Chief Dan Hood sits down with Ascend CEO David Wurtzbacher and Bill Kelly of AICPAs PCPS to explore how alternative practice structures are reshaping the future of accounting. Hear how Ascend’s model supports firm independence while offering the scale and flexibility of a modern growth platform.

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Doing Private Equity Right with Nishaad Ruparel of Ascend

Nishaad Ruparel, President of Ascend, was recently featured on The Big 4 Transparency Podcast, sharing insights into Ascend’s strategic approach to acquiring and growing regional accounting firms. The conversation explores how Ascend, backed by Alpine Investors, is modernizing accounting firm operations, streamlining firm integration, and differentiating itself from traditional consolidators.

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Ascend Adds VP of Partnerships

Ascend has announced the appointment of Maureen Churgovich Dillmore as its new Vice President of Partnerships. With a strong background in accounting firm networks, including leadership roles at PrimeGlobal and DFK International/USA, Dillmore will focus on expanding Ascend’s partnership network for mid-sized accounting firms.

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Delucchi Hawn Joins PP&Co

San Jose, CA – PP&Co, a leading provider of accounting, tax, and advisory services, has announced that Delucchi Hawn, LLP has officially joined the firm, effective December 1, 2024. This strategic merger unites two regional leaders known for their client-centric approach and commitment to service excellence.

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Ascend Adds Two Leaders to Executive Suite

Ascend has expanded its leadership team by appointing two new executives to its C-suite, signaling a strategic focus on growth and operational improvements. The announcement highlights Ascend’s ongoing efforts to enhance its executive leadership as part of its long-term business strategy.

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Ascend Adds Lucas Horsfall to its Platform

Ascend welcomes Lucas Horsfall to its platform, expanding its national footprint with the addition of 15 partners and 125 professionals. This partnership will provide LH with the resources and technology needed to accelerate growth and navigate the evolving accounting landscape.

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Private Equity Has Big Plans for Small Firms

Amber Goering, a CPA and small firm owner, partnered with Ascend after recognizing her need for change at AICPA & CIMA ENGAGE. The deal, completed in four months, enables her firm to retain independence while accessing Ascend’s growth resources.

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The 2024 MP Elite

Today's top accounting firm leaders must navigate a rapidly evolving landscape, taking on roles like technologists, deal brokers, and brand ambassadors to attract new talent. Accounting Today's 2024 MP Elite recognizes leaders like Eileen Sheridan, who embraces disruption and innovation to help her firm adapt and thrive.

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PeopleFirst: How Ascend Keeps the Talent Pipeline Flowing

David Wurtzbacher and Erin Stahmer launched Ascend in January 2023 to help regional accounting firms overcome challenges in the traditional partnership model by rethinking firm structure, career development, and compensation. They aim to attract and retain top talent, build strong cultures, and cultivate the next generation of equity owners to drive long-term success.

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How Ascend Achieved Clarity and Expedited Engagement Using Alpine’s PeopleFirst Approach

When Erin Stahmer and David Wurtzbacher founded Ascend, they aimed to unite smaller CPA firms under a single platform for growth. Partnering with Alpine PeopleFirst, they designed a workshop to establish core values and strategies, resulting in the PeopleFirst program that helps new firms align their vision and goals within months of joining Ascend.

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Ascend Adds LevitZacks to Growth Platform

Ascend, backed by Alpine Investors, acquired LevitZacks' San Diego advisory practice. Non-attest services will be handled by LevitZacks Corporation under Ascend, while attest services remain with a separate CPA firm. The partnership brings 9 partners and 51 staff to Ascend, fostering growth while maintaining independence.

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