Our team provides process solutions worldwide to help optimize your business processes.

Our team provides process solutions worldwide to help optimize your business processes.

Develop Beyond

Our team provides process solutions worldwide to help optimize your business processes.

Mortgage & Title.

Increase operational efficiencies, reduce costs, mitigate margin compression.

Why work with us?

Process fulfilment support.

Process fulfilment support.

Scalable 24/7 Fulfillment Services at a fraction of the cost which will match or exceed your internal team’s productivity metrics within 90 days. Fulfillment services across the manufacturing process including:

• Loan setup
• Prep file for underwriting
• Clear conditions
• Coordinate with closing department
• Trailing docs/ship file to investor
• Call monitoring

Underwriting (QM/NQM).

Underwriting (QM/NQM).

We provide comprehensive underwriting solutions.

• Scalable and flexible
• Flexible pricing models (output based or FTE)
• Licensed in over 15 states
• Offshore and onshore underwriters
• Encompasses the range of loan types – conventional, government, QM and NQM
• LOS agnostic



We offer a full suite of agency and non-agency compliance solutions.

• Full range of compliance solutions
• Agency pre and post-closing reviews including reverifications

Quality Control

Quality control.

Internal and agency quality control to avoid mistakes and delays.

• Protect your brand and reputation with borrowers and regulators
• Pre- and post-funding quality control
• Pre-underwriting scrub and appraisal reviews
• Appraisal reviews



Comprehensive servicing and default solutions.

• Loss mitigation
• Property preservation
• Loan transfers
• Claims processing
• New loan audit (NLA)
• Bankruptcy management
• Document management

Title Services

Title services.

High-quality search and typing services.

• Commitment typing
• Online searches
• Tax lien services
• Bankruptcy searches
• Special projects

Valuation Services

Valuation services.

Customized, multiple valuation QC processes.

• Appraisal
• Hybrid

Automation AI / RPA

Automation AI / RPA.

Streamline your processes with simple or complex AI automation and RPA solutions. We’ve been automating processes for over a decade using our Ascendum Assured® methodology. Our team of automation engineers can customize RPA automations to meet your specific needs and workflows. Some examples include:

• Advanced AI and ML document scanning
• Order Outs
• Social media monitoring
• Pre-approvals
• All-In-one accounts
• Deposit accounts

Select clients.

Altitude Home Loans Ascendum client
Assurance financial Ascendum client
Single Source Ascendum client
Diamond Ascendum client
LoanDepot Ascendum client
LoanDepot Ascendum client
LoanDepot Ascendum client

The Ascendum team has provided us a great amount of lift across ourbusiness lines. Managing our growth wouldn’t have been possible withoutAscendum’s support. They are very knowledgeable, easy to work with andextremely responsive to our needs.

General Counsel and Chief Compliance Officer

Leading Debt Consolidation company


Your business, our expertise. Our trusted outsourced accounting, founded in 2008 has hundreds of global accountants with a focus on the U.S.,U.K., Europe, and Australia. Our chartered accountants, ICPA Certified employees, and graduates of commerce are financial experts and highly experienced at using the most current financial and accounting software. For decades, our team has been providing secure, accurate, and high-quality accounting services at a fraction of the cost.

Service Benefits.

Outsourcing benefits.

• Over 400 Accountants and bookkeepers

• Eliminate the time and costs of hiring

• Expert team

• Easy scalability

• Flexible engagement models

• Exceptional customer service


• SOC Compliant

• SOC II approved

• ISO 27001 Certified

• ISO 9001:2015 Certified

• 256-Bit Encryption

• Winner of Best Places to Work

• Winner of NMP Most Loved Companies

Engagement model.

• Dedicated Account Manager

• Predefined SLA and KPIs

• 256-Bit Encryption

• Phone and email Support

• Serving the US, UK, Europe and Australia

We are good with numbers.

• Decades of experience

• Hundreds of qualified experts

• 55% Average savings

Bookkeeping services

Bookkeeping services.

Expert, low-cost bookkeeping services, including recording and categorizing financial transactions, posting debits and credits, producing, and sending invoices, completing payroll, record keeping, and more.

Services overview

• Bookkeeping (monthly, quarterly, annually)
• Bank and credit card reconciliations
• Posting daily journals
• Account Receivables: client invoices and collections
• Account Payables: vendor bills and payments

Specialized services

• Payroll processing
• Invoice processing
• Accounts payable and receivables
• Bank account and credit card reconciliation
• Auditing services
• Reviewing services

Info provided at completion

• Weekly / Monthly job progress reports
• General ledger
• Profit and Loss account
• Balance sheet
• Open item / Query report

Business and Individual Tax Preparation

Business and Individual tax preparation.

Our certified tax accounting specialists are dedicated to simplifying the tax preparation process for you. We guarantee timely delivery and full compliance, all at a fraction of the cost. Let us handle the intricacies of tax preparation, ensuring a hassle-free experience for you.

1040 tax returns

• Salary income
• 1099's (interest, dividend, and retirement).
• Foreign income
• Real Estate transactions
• Capital Gains
• Sole proprietor business
• Pass-through income

Corporate returns

• Adjustment transactions
• M-1, M-2, and M-3
• Multistate returns
• Form 5471 and 5472 for foreign entities

Other services

• 1065 partnership returns
• 1041 for estates and trusts
• 990/990N/990EZ


• Completed checklists
• Copy of last year's tax returns
• Copies of tax documents
• Tax information
• Access to tax preparation software
• We provide tax return copy, preparer notes, and working papers for review

Auditing Services

Auditing services.

We believe that quality auditing shouldn't break the bank. With our competitive pricing, we make it possible for businesses of all sizes to benefit from robust, comprehensive audit services. We leverage innovative technology and proven methodologies to perform thorough, precise audits that you can rely on.


• Audit testing activities, document processes, and findings
• Verify assets and liabilities in accordance with audit programs
• Work on audit, review, and compilation engagement
• Bank account and credit card reconciliation
• Fundamental knowledge of GAAP
• HUD audits
• 401 (K) audits
• SEC Compliance

Sr. auditing services.

• SOX audit
• Investment company audit
• Insurance company audit
• HUD audits
• Insurance company audit
• Audit planning
• Risk assessment
• Audit execution - checking and reviewing samples
• Preparation of audit report
• Managing end-to-end audit process
• Auditing assignments including, for-profit and government contracting audits

What differentiates Ascendum Accounting?


Dashboards, analytics and tracking tools.

Ascendum leverages dashboard systems, advanced analytics, and robust tracking mechanisms to provide clients with real-time insights work assignment, empowering informed decision-making.  Ascendum performs Production and effort trending on the projects and Track External Quality percentages. Trending AHT on completion of projects reflecting the employee production efficiencies.  We can customize a dashboard for your team.

Efficiency-driven manpower management.

We have less employee turnover and our attrition rates are one of the best in the industry.  This ensures continuity and consistency in service delivery for our clients and less training, time lost, more credentials required and less management by the client.

Security control and certification.

Ascendum has the best security in the business. We are SOC II approved, our employees pass a stringent background check, the employees work in our office environment and must pass through security before the employees are allowed to enter the complex.  Ascendum upholds the highest standards of data protection and confidentiality, giving clients peace of mind regarding the safety of their sensitive information.

Zero investment management solutions.

Our unique approach allows clients to benefit from comprehensive management solutions overseeing operations without any upfront investment in management.  The pricing includes a manager to oversee the process.  Ascendum enables the client to optimize their operations without financial barriers.  We complete several test files for our clients prior to any contractual agreements.

Work-ready resources.

Our team comprises skilled professionals who are ready to hit the ground running immediately, equipped with the expertise and tools necessary to handle diverse accounting challenges efficiently.

No upfront set-up and training fees.

Ascendum does not charge clients upfront, you can seamlessly onboard with us without incurring any setup or training fees, streamlining the transition process and maximizing cost-effectiveness.

Responsive communication and calibration.

Ascendum has the best communication in the industry.  Our team prioritizes responsive communication and regular calibration calls to ensure alignment with client goals and expectations, fostering strong partnerships built on transparency and trust.  You know who is working on your account and you can talk with them via video.

Enhanced transparency and office model.

Our commitment to transparency means clients have full visibility into our processes, deployed resources, pricing structures, and performance metrics, fostering a collaborative and mutually beneficial working relationship. Whether clients prefer onsite collaboration or remote engagement, our flexible working model accommodates diverse preferences, ensuring seamless communication and workflow efficiency regardless of location. The work is managed and directed centrally from our office locations.

Finding Ascendum and choosing them was definitely the right choice for our firm. The team works great together! Everyone there works very efficiently and are friendly. I would highly recommend the Ascendum team to others!

Stephanie White, Founder and Director

Professional Bookkeeping Tax Service, Inc.

Business Process Contacts.

Suresh Ramakrishnan Ascendum

Ramakrishnan, CMB.

Senior Vice President Financial Services

About Suresh

Suresh is the Senior Vice President and head of the mortgage practice. At Ascendum, Suresh is responsible for new client acquisitions, client maintenance as well as spearheading the development of new initiatives within the mortgage vertical. He is a Certified Mortgage Banker (CMB), having obtained this designation in 2019. Suresh has been in the financial services field for almost his entire career. He spent several years at J.P. Morgan as an investment banker. He has been in the mortgage industry since 2002 in various capacities including origination and operations. He is a speaker at various industry conferences and has authored several articles about QC and compliance issues in the mortgage industry. Suresh has an BBA from the Zicklin School at the City University of New York and an MBA from The Ross School of Business at the University of Michigan.
Brian Moss Ascendum


Senior Director Financial Services

About Brian

Brian began his career in the mortgage space over 25 years ago. His experience includes sales and operations positions with Bank of America, First American and Stewart Title. At Ascendum, Brian is responsible for National Sales to mortgage clients in various segments including origination, servicing, AMC's and title for outsourcing services. Brian has a B.S. in Business Administration from Virginia Commonwealth University.
Rob Shepherd Ascendum


Vice President Global Operations
Mortgage & Accounting

About Rob

Rob has been in the mortgage and accounting industries for more than 25 years. At Ascendum, Rob is responsible for the global delivery of the mortgage, title, and accounting processes. He started his career with Citi as a District Manager. Rob has held various executive roles in the mortgage and title industry including CEO of a mortgage banker and title company. His experience includes consumer loans, mortgage loans, servicing, selling to government agencies, audits, QC, underwriting, accounting, and bookkeeping while working with banks, credit unions, and accounting firms. He has a real estate law certificate from Cape College.
Britt Scearce Ascendum


Business Development Executive

About Britt

Britt has vast experience in the mortgage, title, and accounting industries. He served as a business development, mortgage loan originator, and senior loan advisor for Emery Federal Credit Union, a mortgage loan officer for WesBanco, an instructor for Hondros College, and currently helps our Accounting clients to reduce their costs, improve efficiencies, and mitigate margin compression.

Case Studies.

Process Solutions

Efficient back-office support to a leading US consumer finance lender.

In the summer of 2021, a leading consumer finance lender was experiencing an overwhelming spike in mortgage lending volumes and refinances.
Process Solutions

Optimizing efficiency for a leading US mortage lender.

As the adverse economic impact of the COVID-19 pandemic began to take hold, interest rates dropped sharply, and mortgage lenders were suddenly deluged by a wave of refinancing contracts and new purchasing activity.
Process Solutions

Bringing our global expertise to support a leading US mortgage company, reducing their processing time by 35%.

The mortgage industry is highly regulated, fragmented and still paper intensive, with a reliance on many third-parties that are necessary to complete a transaction. Data security and non-public information (NPI) are key considerations.
View more Case Studies