Case Study: Ascent Financial achieves 300 hours back annually with Accelo

How Accelo Is Giving Ascent Financial 300 Hours Back Annually

Ascent Financial, a 15-person financial planning and consulting firm serving over 3,000 agricultural clients across seven states, struggled with a legacy, manual system that hid project status and forced staff into repetitive admin work. Office Manager Britt Waibel spent about 12 hours a month entering data, and missed visibility sometimes delayed client communications and hurt service consistency.

After evaluating several options, Ascent implemented Accelo—particularly its Projects and Retainers modules—which streamlined workflows, centralized client documents, and replaced Excel tracking. The firm cut reporting time by 67%, saved roughly 25 hours a month (about 300 hours a year), improved invoicing and on-time payments, and increased both client and consultant satisfaction.

Ascent Financial

Britt Waibel

Office Manager