What We Do

Our Services

Comprehensive financial solutions designed for technology startups at every stage — from pre-seed to growth and beyond.

Tax Return Preparation

Maximize Returns. Minimize Risk.

We provide comprehensive tax compliance and advisory services tailored to high-net-worth individuals and growing businesses. Our approach goes beyond filing requirements—we help clients understand the tax implications of financial decisions and implement strategies that support long-term planning.

  • Preparation of individual income tax returns (Form 1040) for high-net-worth individuals and complex financial situations
  • Preparation of partnership tax returns (Form 1065), including allocations, capital accounts, and distribution planning
  • Preparation of corporate tax returns (Form 1120 and 1120-S) with a focus on compliance, optimization, and entity-level tax strategy
  • Advisory on specialized tax matters, including
    • Retirement and IRA-related taxation
    • Partnership distributions and capital structure considerations
    • S corporation elections and entity classification planning
    • Multi-entity and owner-level tax coordination
    • Tax planning aligned with business growth, investment activity, and liquidity events

Outsourced CFO

Executive-Level Finance. Startup-Friendly Cost.

We provide outsourced CFO and finance operations support to technology companies and startups, enabling leadership teams to focus on product development and growth while maintaining strong financial discipline and compliance readiness. Our team serves as a trusted partner across accounting, finance, and operational processes, helping organizations build scalable financial infrastructure from an early stage.

  • Monthly financial close and reporting
  • Cash flow forecasting and budget planning
  • Advisory on internal control enhancement
  • Invoice management and bill payment coordination
  • Payroll and ongoing finance and compliance support

Financial Planning Advisory

Plan with Precision. Scale with Confidence.

We provide personalized financial planning advisory services to high-net-worth individuals seeking clarity, structure, and confidence in their financial decisions. Our approach focuses on practical, actionable guidance tailored to each client’s financial goals, life stage, and risk tolerance. Whether through a one-time planning engagement or ongoing advisory support, we help clients organize their financial picture, identify opportunities, and implement strategies that support long-term financial stability and growth.

  • Financial goal setting and planning strategy development
  • Net worth and cash flow analysis
  • Emergency fund and risk management review
  • Debt management planning
  • Retirement planning guidance
  • Development of a comprehensive financial action plan
  • Ongoing guidance on major financial decisions and life events

Strategic Financial Advisory

Your Financial Edge in Every Deal.

We provide strategic financial advisory services to startups and growth-stage companies navigating critical business milestones such as fundraising, regulatory readiness, and operational scaling. Our role is to help leadership teams build a structured financial foundation, prepare for external stakeholders, and make informed strategic decisions during periods of growth. Our advisory engagements are typically project-based and designed to address specific strategic objectives, including capital planning, compliance readiness, and investor communication.

  • Fundraising strategy development
  • Funding readiness assessment
  • Grant and non-dilutive funding guidance
  • Compliance and regulatory readiness advisory
  • Financial and operational readiness support
  • Investor communication and presentation support
Common Questions

Frequently Asked Questions

Answers to common questions about working with Asceva Advisors.

We specialize in working with technology startups, from pre-seed to growth stage. Our clients span SaaS, fintech, AI/ML, healthtech, and other technology verticals. We understand the unique financial challenges and opportunities that tech founders face.

Our outsourced CFO service goes beyond bookkeeping and compliance. We embed ourselves in your leadership team, attend board meetings, build investor-ready reporting, and drive strategic financial decisions. Think of it as having a full-time CFO at a fraction of the cost.

Absolutely. We prepare comprehensive financial models, data rooms, and due diligence packages that meet investor standards. Our team has supported startups through seed rounds to Series C+ raises, working directly with VCs and PE firms.

We offer flexible engagement models including project-based, monthly retainer, and dedicated fractional CFO arrangements. We tailor our approach to your startup's stage, complexity, and budget.

We typically onboard new clients within 1-2 weeks. The process begins with a complimentary consultation to understand your needs, followed by a scoping proposal and a structured onboarding process.

Ready to get started?

Schedule a complimentary consultation to discuss how we can support your startup.

Schedule Consultation