Case Study: Larson Accounting achieves 50% growth with Accelo

Accounting Firm Leaves Manual Work Behind and Grows by 50% in 3 Years

Larson Accounting, an Orlando-based accounting firm serving 6,000 active clients, struggled to manage tax season with spreadsheets, double entry, and limited visibility into service trends. The team wanted a better way to handle ticketing, billing history, and QuickBooks Online integration, and turned to Accelo for help.

Accelo implemented its Tickets and Projects tools, along with automation, custom fields and triggers, client portal access, and integrations with Microsoft 365, QuickBooks, and MailChimp. With Accelo, Larson Accounting gained clearer visibility and fewer missed tasks, and in three years grew 50% from 20 to 30 employees while managing more than 40,000 tickets and 11,000 projects.

Larson Accounting

Carol Larson

Founder