Case Study
300 HOURS BACK ANNUALLY
HOW ACCELO IS GIVING ASCENT FINANCIAL 300 HOURS BACK ANNUALLY Less Admin Work Expand Save Decreased time spent on reports by 67% Adding on new team members to serve over 3,000 clients Ascent Financial is on track to save 300 Hours This Year www.accelo.com "Accelo has helped me immensely with organizing, and knowing right away, what's been done yesterday or the day before. I can also plan ahead and check what's coming up in the next month or two." — Britt Waibel, Office Manager Headquarters: Mankato, Minnesota Employees: 15 Founder: Jared Holt Industry: Financial Planning and Consulting Philosophy: Ascent Financial works harder than any other company in the industry to offer our clients the most comprehensive consulting, financial planning and asset management services available. BRITT