18 MAR 2024 / PEOPLE UPDATES

Ascend Expands Growth Platform with Addition of LevitZacks

- MYCPE ONE Insights Team

Summary

It is generated by AI

Ascend, a strategic partner for regional accounting firms, has merged with LevitZacks of San Diego, marking the company's third transaction in 2024. The move aims to augment Ascend's growth platform and extends their mission of empowering entrepreneurial CPAs, offering nine new partners and 51 staff from LevitZacks, a firm recognised for top-notch service culture and client satisfaction.

Ascend Expands Growth Platform with Addition of LevitZacks

Ascend, a strategic partner for regional accounting firms backed by private equity firm Alpine Investors, has announced its third transaction of 2024, integrating the advisory practice of LevitZacks of San Diego, California, into its innovative growth platform. This addition brings nine partners and 51 staff members to the Ascend team.

About LevitZacks

Founded in 1964, LevitZacks has provided comprehensive tax, accounting, and business advisory services across a broad range of industries. The firm has been consistently ranked as a top place to work by Accounting Today and the San Diego Business Journal, noted for its exceptional service culture, reflected in well-above-average rates of client satisfaction and shareholder engagement, and the highest ratio of CPAs to professional staff among the top 25 CPA firms in the county.

Strategic Expansion

This partnership aligns with Ascend's mission to empower entrepreneurial CPAs by providing access to growth capital, robust talent acquisition, advanced technology, and shared back-office services, enabling firms to stay independent while accessing the resources of a larger CPA firm to help them grow.

Until next time…

Don’t forget to share this story on LinkedIn, X and Facebook

📢MYCPE ONE Insights has a newsletter on LinkedIn as well! If you want the sharpest analysis of all accounting and finance news without the jargon, Insights is the place to be! Click Here to Join

Earn CPE Credits by Simply Reading Articles – Starting at Just $199/Year!

Continuing education is usually boring and just for compliance, but what if reading engaging articles could earn your team CPE credits? Sounds amazing, right? The answer is YES! We don’t just create boring tax, accounting, and audit content—our platform offers engaging, insightful, and trending material that your team will actually enjoy while earning CPE credits. Starting at just $199 per year per user

$199/Year for Team of CPA & Accounting firms. (Click here)
$199/Year for Team of Enterprises and Government Companies. (Click here)
$199/Year for Individual Subscription. (Click here)

Subscription Includes a comprehensive list of features

15,000+ Hrs of CPE Content (View)

All 50 State Ethics (View)

All 50 States Compliance (View)

250+ Compliance Packages (View)

Learning Management Software (LMS)

100+ Certification Programs (View)

Manage Teams Learning & Compliance

CPA,CMA,EA,CIA & 100+ Qualifications (View)

Inhouse Events - CPE Approved

50+ Conferences (View)

Compliance Tracking and Report

Monthly/Quarterly Updates (View)

Dedicated Relationship Manager

Podcasts with Experts (View)

L&D Services

Live, Audio, Video, E-Books (View)

Practical Training Programs (View)

Trending Articles - CPE Approved (View)

50+ Pre-built Staff Assessments

Audio Based Courses (View)

500+ Subject Areas (View)

Add External Certificates

700+ Content Creators (View)

Mobile App Access (iOS and Android)

Instant Certification and Fast Reporting

Feel free to schedule a no-obligation call.

Pricing	Regular	Advanced	Premium
Access to 15,000+ Hours of CPE Content (Click Here)
Compliance for 50 States & 100+ Qualifications (Click Here)
Learning Management Software (LMS) Access (Click Here)
Host & Manage CPE Events (Click Here)
Dedicated Relationship Manager (Click Here)
Practical Training Programs (Click Here)
Pre-built Assessments (Tax, Audit, Accounting) (Click Here)
Exam Prep - EA, CMA, CPA (Coming Soon)
Learning & Development (L&D) Services (Click Here)
Get Started	$199/User	$299/User	$499/User

Ascend Expands Growth Platform with Addition of LevitZacks

Related Articles