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The Unique CPA

Reorganization in Reverse: Transforming the Firm Model

May 20, 2025
31:14

On Episode 212 of The Unique CPA, Randy Crabtree digs into an extraordinary alternative firm model with Jacob Schroeder, the founder and CEO of Ascend Consulting. In addition to balancing multiple businesses, Jacob’s entrepreneurial journey has been informed by his passion for innovation and invention in the context of the accounting profession. Jacob’s bold move to split Ascend Consulting into three separate firms to allow for separate focuses on advisory services, tax, and bookkeeping has so far been a resounding success, and he and Randy delve into the central role that collaboration, partnerships, and allowing each individual to focus on their strengths and passions have played in driving that success.

Get the full show notes and more resources at TheUniqueCPA.com

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