• Loan setup
• Prep file for underwriting
• Clear conditions
• Coordinate with closing department
• Trailing docs/ship file to investor
• Call monitoring
• Scalable and flexible
• Flexible pricing models (output based or FTE)
• Licensed in over 15 states
• Offshore and onshore underwriters
• Encompasses the range of loan types – conventional, government, QM and NQM
• LOS agnostic
• Full range of compliance solutions
• HMDA, Reg B, TRID, RESPA, TILA, ECOA etc.
• Agency pre and post-closing reviews including reverifications
• Protect your brand and reputation with borrowers and regulators
• Pre- and post-funding quality control
• Pre-underwriting scrub and appraisal reviews
• Appraisal reviews
• Loss mitigation
• Property preservation
• Loan transfers
• Claims processing
• New loan audit (NLA)
• Bankruptcy management
• Document management
• Commitment typing
• Online searches
• Tax lien services
• Bankruptcy searches
• Special projects
• Appraisal
• BPO
• Hybrid
• Advanced AI and ML document scanning
• Order Outs
• Social media monitoring
• Pre-approvals
• All-In-one accounts
• Deposit accounts
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• Over 400 Accountants and bookkeepers
• Eliminate the time and costs of hiring
• Expert team
• Easy scalability
• Flexible engagement models
• Exceptional customer service
• SOC Compliant
• SOC II approved
• ISO 27001 Certified
• ISO 9001:2015 Certified
• 256-Bit Encryption
• Winner of Best Places to Work
• Winner of NMP Most Loved Companies
• Dedicated Account Manager
• Predefined SLA and KPIs
• 256-Bit Encryption
• Phone and email Support
• Serving the US, UK, Europe and Australia
• Decades of experience
• Hundreds of qualified experts
• 55% Average savings
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• Bookkeeping (monthly, quarterly, annually)
• Bank and credit card reconciliations
• Posting daily journals
• Account Receivables: client invoices and collections
• Account Payables: vendor bills and payments
• Payroll processing
• Invoice processing
• Accounts payable and receivables
• Bank account and credit card reconciliation
• Auditing services
• Reviewing services
• Weekly / Monthly job progress reports
• General ledger
• Profit and Loss account
• Balance sheet
• Open item / Query report
• Salary income
• 1099's (interest, dividend, and retirement).
• Foreign income
• Real Estate transactions
• Capital Gains
• Sole proprietor business
• Pass-through income
• Adjustment transactions
• M-1, M-2, and M-3
• Multistate returns
• Form 5471 and 5472 for foreign entities
• 1065 partnership returns
• 1041 for estates and trusts
• 990/990N/990EZ
• Completed checklists
• Copy of last year's tax returns
• Copies of tax documents
• Tax information
• Access to tax preparation software
• We provide tax return copy, preparer notes, and working papers for review
• Audit testing activities, document processes, and findings
• Verify assets and liabilities in accordance with audit programs
• Work on audit, review, and compilation engagement
• Bank account and credit card reconciliation
• Fundamental knowledge of GAAP
• HUD audits
• 401 (K) audits
• SEC Compliance
• SOX audit
• Investment company audit
• Insurance company audit
• HUD audits
• Insurance company audit
• Audit planning
• Risk assessment
• Audit execution - checking and reviewing samples
• Preparation of audit report
• Managing end-to-end audit process
• Auditing assignments including, for-profit and government contracting audits
Ascendum leverages dashboard systems, advanced analytics, and robust tracking mechanisms to provide clients with real-time insights work assignment, empowering informed decision-making. Ascendum performs Production and effort trending on the projects and Track External Quality percentages. Trending AHT on completion of projects reflecting the employee production efficiencies. We can customize a dashboard for your team.
We have less employee turnover and our attrition rates are one of the best in the industry. This ensures continuity and consistency in service delivery for our clients and less training, time lost, more credentials required and less management by the client.
Ascendum has the best security in the business. We are SOC II approved, our employees pass a stringent background check, the employees work in our office environment and must pass through security before the employees are allowed to enter the complex. Ascendum upholds the highest standards of data protection and confidentiality, giving clients peace of mind regarding the safety of their sensitive information.
Our unique approach allows clients to benefit from comprehensive management solutions overseeing operations without any upfront investment in management. The pricing includes a manager to oversee the process. Ascendum enables the client to optimize their operations without financial barriers. We complete several test files for our clients prior to any contractual agreements.
Our team comprises skilled professionals who are ready to hit the ground running immediately, equipped with the expertise and tools necessary to handle diverse accounting challenges efficiently.
Ascendum does not charge clients upfront, you can seamlessly onboard with us without incurring any setup or training fees, streamlining the transition process and maximizing cost-effectiveness.
Ascendum has the best communication in the industry. Our team prioritizes responsive communication and regular calibration calls to ensure alignment with client goals and expectations, fostering strong partnerships built on transparency and trust. You know who is working on your account and you can talk with them via video.
Our commitment to transparency means clients have full visibility into our processes, deployed resources, pricing structures, and performance metrics, fostering a collaborative and mutually beneficial working relationship. Whether clients prefer onsite collaboration or remote engagement, our flexible working model accommodates diverse preferences, ensuring seamless communication and workflow efficiency regardless of location. The work is managed and directed centrally from our office locations.
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