OUR SERVICES

Tailored services designed to simplify your finances, ensure compliance, and drive your business forward.


BOOKKEEPING SERVICES


Accurate bookkeeping that helps you identify opportunities and make smarter financial decisions.

SINGLE
AUDITS


Accurate compliance reviews to meet federal regulations and strengthen financial integrity.

TAX
PREPARATION


Expert preparation of corporate and individual tax filings to minimize liabilities and ensure compliance.

AUDIT
SERVICES


Reliable assurance services for fair and accurate financial statements.


OUR SERVICES

Tailored services designed to simplify your finances, ensure compliance, and drive your business forward.


SINGLE AUDITS


Accurate compliance reviews to meet federal regulations and strengthen financial integrity.

TAX PREPARATION


Expert preparation of corporate and individual tax filings to minimize liabilities and ensure compliance.

AUDIT SERVICES


Reliable assurance services for fair and accurate financial statements.

COMPILATIONS & REVIEWS


Streamline your financial reporting with our detailed and professional compilations and reviews.


TRANSFORM FINANCIAL CHALLENGES INTO OPPORTUNITIES

FAQ

Why should I work with a CPA firm instead of doing it myself?
Working with a CPA firm provides access to professional expertise that help business owners gain clarity over their financial information so they can make better decisions and grow with confidence. Through our audit, accounting, tax, and advisory services, we help ensure that your financial records are accurate, organized, and useful for managing your business.
What types of organizations do you work with?
We primarily work with professional practices, growing businesses, and organizations operating in compliance-driven environments. Our experience allows us to support clients who require accurate reporting, structured financial oversight, and reliable advisory support.
How does the process start if we want to work together?
Most engagements begin with an introductory conversation where we learn about your organization, current financial structure, and goals. From there, we determine how our services can best support your needs and outline the next steps.
Can you help if our financial records are disorganized or behind?
Yes. Many organizations come to us when their financial records need structure or assistance. Our goal is that all our clients establish reliable systems moving forward so you can operate with confidence and better financial visibility.

 ABOUT OUR FOUNDER

 

Juan Carlos Zúñiga is the founder and Managing Partner of Ascend Assurance, LLC. Since the firm’s inception, he has built a diverse client portfolio spanning a wide range of industries. Prior to establishing Ascend Assurance, he worked at some of the largest accounting firms in the industry including a Big Four auditing firm, where he specialized in providing accounting and auditing services to both private and public sector clients. During this time, he developed deep expertise in financial statement audits, Single Audits, and Yellow Book engagements.

With more than 15 years of professional experience, Juan Carlos has also contributed to the advancement of the accounting profession in Puerto Rico. He previously served as a member of the Peer Review Board of Puerto Rico, where he gained in-depth knowledge of audit quality standards. In addition, he served as a Peer Review evaluator for other CPA firms, helping ensure compliance with the highest professional and industry standards.

At Ascend Assurance, Juan Carlos is committed to serving each client with the highest standards of quality, integrity, and personalized attention. Through the firm’s services, he strives to empower clients by providing insights and solutions that promote compliance, transparency, and informed decision-making. Guided by a strong dedication to professionalism and innovation, he aims to build lasting relationships and serve as a trusted partner in helping clients achieve their goals.


ABOUT US


At Ascend Assurance, LLC., we are more than accountants; we are your partners in success. Established in 2018, our firm specializes in offering tailored financial solutions to small and midsize businesses.

Our dedication to excellence, professionalism, and integrity has earned us the trust of clients across multiple industries.

 

¡CONTACT US!