Jacob Schroeder, CPA

Editor
DISC Type : CS

CEO & Founder at Ascend Consulting LLC

Bellefontaine, Ohio, United States

Overview

Jacob Schroeder is the CEO and Founder of Ascend Consulting LLC, where he leverages his CPA background to help entrepreneurs scale their businesses. A graduate of Wright State University, he is also an angel investor and strategic advisor for the Ohio Angel Collective, focusing on business strategy, tax, and capital allocation.

He is passionate about evolving the accounting industry to be more forward-looking and client-focused rather than just historical reporting. Jacob is deeply involved in his local Ohio community, aiming to prove that professionals can build successful, world-class careers while enjoying the quality of life in smaller towns.

He was one of only eight professionals selected for the 2017-2018 Intuit Accountants Council to provide feedback on new products and strategic vision.

Personality Overview

Sometimes Friendly

Objective Thinker

Late Adopter

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They are always well-planned and adopt a systematic approach. Being observant comes to them naturally.

Topics They Care About

Entrepreneurial Support
As a CEO and angel investor, his work is centered on helping entrepreneurs build their businesses through strategic financial advising.
Future of Accounting
Advocates for a forward-looking approach to accounting, co-founding a company to evolve the industry and speaking on transforming traditional firm models.
Leadership Development
Emphasizes the importance of business owners dedicating time to becoming better leaders through listening, inspiring, and providing clarity.

Media Appearances

January 2022 – Goalsetting with Jacob Schroeder, Founder of Ascend Consulting LLC. Featured in The We Spend Local Network (Apple Podcasts)

See Now

Work History

8-2017
CEO & Founder at Ascend Consulting LLC
9-2023
Strategic Advisor at Ohio Angel Collective
8-2020 - 7-2024
Co-Founder at Hydda Living
1-2019 - 12-2023
Co-Founder at Ideation: Think Forward
1-2017 - 12-2018
Intuit Accountants Council at Intuit

Education

2009 - 2010
Masters from Wright State University
2007 - 2009
Bachelors from Urbana University

More Information

Social Presence :

Prographics :

Exp : 8 Location : Bellefontaine, Ohio, United States Job Level : Leadership Designation : CEO & Founder at Ascend Consulting LLC
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Insights For Selling To Jacob

During A Call Or A Meeting

DO's

  • Actively address their concerns around change, risk, and acceptance by users
  • Share a one-off customer success story but keeps the focus on highlighting objective, numerical results
  • If they are not asking many questions, nudge them to ask questions rather than just starting to talk yourself

DONT's

  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jacob is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Jacob

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Jacob move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Jacob take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Jacob

Personality Compatibility


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