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William Rogers, CFP, MBA, EA

CEO/Certified Financial Advisor

ASCEND Business Advisory
Rancho Santa Fe, California, USA

Consulting Firm

Professional Summary

We eliminate the hassles of running your business so you can ASCEND to greater heights. At ASCEND Business Advisory we have been working with small to medium sized businesses for years, and one thing we know – keeping your business together is no small task. Quite often, important financial and business elements are neglected and the business begins to suffer in areas of: general accounting, taxes, business management and operations.

Here’s where ASCEND comes in. We’re the team to call when you need an Extreme Accounting Makeover. We offer a customized, 21st Century business model with network based software, complete training and on-going support. CALL NOW 888 297-3321. Our goal is to clean up your books, rebuild your existing accounting system, and resolve your business concerns. We are here to take your business to new heights so you can enjoy greater prosperity, and the opportunity for a sustainable financial future.

Managing your business is no easy task. Very often, the basics like accounting, paying taxes, and managing finances are neglected. This is where we can help.
The 911 Team for Business – ASCEND is the team to call when you are in need of an Extreme Accounting Makeover. Services are personalized to your specific needs, and include cloud based accounting solutions, one on one training, and on-going support by business/accounting professionals. Our goal is not only to help clean up your books, ASCEND helps you move onward to greater heights of profitability.

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Languages

  • English
  • Spanish

Industry Experience

    • Management Consulting Services

Website

Interests/Hobbies

  • Crossfit
  • Hiking
  • Snorkeling

Birthday

December 1

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Experience

ASCEND Business Advisory
Rancho Santa Fe, California, USA 92067
CEO/Certified Financial Advisor
Consulting Firm
1999 - Present
Serve as principal of a full-service financial advisory firm providing financial planning, tax preparation, audit representation, accounting, and management consulting services. Our firm primarily serves closely-held small-to-medium-sized businesses providing accounting, tax, and financial advisory services from a wide range of industries, but specializing in emerging growth companies. Created the virtual CFO-on-demand service for early stage ventures who were in need of a strategic advisor on a fractional basis but could not afford a full-time CFO.


Education

MBA, Finance 2006
University of Southern California
Los Angeles, California, United States
BSBA, Business & Management 2003
University of Redlands
Redlands, California, United States
Summa Cum Laude

Professional Certifications

Enrolled Agent (EA)
Active
2001
Certified Financial Planner (CFP)
Active
2000
Chartered Life Underwriter (CLU)
Active
2000

Associations and Societies

  • National Association of Enrolled Agents
  • California Society of Enrolled Agents
  • California Society of Tax Consultants

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