Financial Cents
32 Case Studies
A Financial Cents Case Study
Ascension CPA, a full-service accounting firm based in Oklahoma City, needed a better way to manage accounting workflows, client information, and team workload. Before switching, the team used Asana but found it too generic for accounting work, especially when handling due dates, task dependencies, and client details.
With Financial Cents, Ascension CPA used the due dates, task dependencies, and capacity management features to automate workflow, keep projects moving through each stage, and improve visibility into team workload. Sarah Landrum said the platform saves time and improves accountability by making it easier to adjust deadlines when projects are delayed, helping the firm stay organized and better manage team capacity.
Sarah Landrum
Office Manager