IRS-Certified Tax Strategy & Bookkeeping for Business Owners Who Are Tired of Guesswork
Our Services
01
Comprehensive Bookkeeping
We handle day-to-day transaction recording, reconciliation, payroll, and month-end close, tailoring chart of accounts and workflows to fit your business preferences.
02
Accounting
Expense tracking, tax filing, & quarterly reviews.
Receive clear financial statements every month that highlight your businesses financial health to keep you on track & in the know.
03
Tax Preparation
We offer business & individual tax preparation for our clients. By keeping your records optimized & tax-ready year-round, we help reduce stress, minimize surprises, and ensure you’re prepared when tax season arrives.
Who We Are
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Service Businesses
Small Businesses
Contractors
Entrepreneurs
Dental Practices
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Initial discovery call.
We assess your books + Create a plan tailored to you.
Review pricing together + Sign agreements.
You receive monthly reports with tax-ready financials.
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Tier One bookkeeping (Small Businesses/ Contractors/ etc.) can range between $275 - $450/mo, depending on monthly transaction amounts, payroll, and number of bank accounts.
Tier Two bookkeeping (Dental Practices + Larger Businesses) will start at $450/mo and will be evaluated on a case by case basis.
Your Questions, Answered
How do we get started if our books are behind?
First, we will schedule a discovery zoom call to understand the scope of cleanup required. Then we design a catch-up plan that prioritizes critical periods and aligns with deadlines, keeping you informed at every milestone.
Will our team still have access to real-time data?
Absolutely. We work with QuickBooks online and can help migrate your information over if needed. You retain full, round-the-clock access to dashboards, reports, and source documents while we maintain and reconcile the data behind the scenes.
How is billing handled for ongoing services?
Most engagements are billed monthly through an invoice that outlines completed tasks and agreed service levels. This model offers transparency and flexibility, allowing you to adjust the scope as your needs evolve.
What states do you operate in?
Ascent Financial is a virtual firm based in Colorado Springs, CO. We do service residents from all states.
Meet the Owner
Brook Spurlock, EA
Hi, I’m Brook.
I started Ascent Financial after spending over ten years in public accounting in Colorado because I believe financial support should feel approachable, honest, and empowering. Too often, bookkeeping, taxes, and financial records can feel confusing or overwhelming to clients.
My goal is to simplify the numbers so business owners can clearly understand their finances and make confident decisions. I do this by building real relationships with the people I work with, helping them stay organized, compliant, and prepared. Whether that means maintaining accurate books, sending important reminders, or navigating tax requirements with less stress.
Working with me means you have someone in your corner who genuinely wants to help you succeed.