Case Study: Personal Accountant Inc. achieves $100K net ROI and 25% fewer filing extensions with Insightly

Accounting firm generates $100K In net ROI with Insightly

Personal Accountant Inc., an Oahu-based accounting firm founded in 2002, had grown to more than 1,400 clients and a 10–50 person team but was struggling to keep client data and workflows organized. With information scattered across spreadsheets, inboxes, and multiple systems, the company faced the risk of turning away customers after a chaotic 2016 tax season.

Implementing Insightly as a centralized CRM — with a two-hour dedupe/import, Gmail synchronization, Dropbox integration, and project pipelines — let the firm move off spreadsheets and streamline client work. The result: a more productive 2017 tax season that served more customers in less time, reduced filing extensions by about 25% (roughly 150 fewer) and generated $100,000 in additional net income.

Personal Accountant Inc.

Lisa Wells

Founder & CEO