Case Study: Larson Accounting achieves 50% growth with Accelo

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Preview of the Larson Accounting Case Study

Larson Accounting grows 50% in 3 years with Accelo

Larson Accounting, a successful accounting firm based in Florida, faced challenges managing its 6,000 clients with inefficient manual methods and spreadsheets, leading to double entry and an inability to analyze service trends. Seeking to ease the stressful tax season, the firm looked for a ticketing and project management solution that integrated with QuickBooks and discovered Accelo.

Accelo provided an intuitive platform for tickets and projects, which was implemented with help from their Professional Services team. The solution offered robust automation, custom triggers, and integrations with Microsoft 365 and QuickBooks, greatly improving visibility and efficiency. As a result, Larson Accounting grew by 50% in three years, now managing over 40,000 tickets and 11,000 projects on the platform, and significantly reduced team stress.


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