Case Study: 2 Sisters Accounting saves time and simplifies onboarding with AccountancyManager

2 Sisters Accounting Using social media & AM to grow

2 Sisters Accounting, a small firm founded by sisters Beth and Jessie, faced significant challenges with inefficient administrative processes. They were spending excessive time on manual tasks like client onboarding, AML checks, and sending proposals using clunky spreadsheets and Word documents. This administrative burden was so great that it was actively discouraging them from taking on new clients. They needed a solution to streamline their operations and save time, leading them to the vendor, Bright, and its product AccountancyManager.

By implementing Bright's AccountancyManager, the firm automated its onboarding and client management. The solution allowed them to import clients via a spreadsheet and reduced the time to send a new client proposal from 20 minutes to just 3 minutes. This efficiency was crucial during a period of rapid growth, saving them from needing to hire an administrative employee. Bright's platform also consolidated all client information and deadlines into one place, improving organization and reducing stress, which ultimately gave the sisters more time to focus on business development and client service.

2 Sisters Accounting

Beth Jackson

2 Sisters Accounting