Case Study: Hayward-Wright Accountancy Group achieves streamlined, automated client workflows with Bright

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6 ways AccountancyManager drives Hayward Wright Accountancy Group

Hayward Wright Accountancy Group, a progressive three‑office firm of 33 staff, faced inefficiencies from a clunky legacy practice system, inconsistent client chasing, manual onboarding/AML processes and data mismatches with Xero. To modernize operations and support flexible working, they turned to Bright’s AccountancyManager practice management software to replace IRIS and centralize workflows, client communications and integrations.

Bright implemented AccountancyManager to automate record requests and reminders, move onboarding and AML to a paperless client portal, enforce task lists and target dates, integrate with Xero and enable live time tracking. The result was more consistent client engagement, fewer last‑minute “firefights,” improved KPI monitoring and substantial time savings for senior and admin staff—freeing trainees and juniors to take on advisory work—and reliable, synced data between systems.


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Hayward Wright Accountancy Group

Alistair Hayward-Wright

Owner


Bright

63 Case Studies