Case Study: Accrual World Accounting Solutions achieves award-winning growth and streamlined onboarding with Bright

Accrual World Accounting Solutions - Customer Case Study

Accrual World Accounting Solutions, founded by Donna Hannaby, needed a way to run a modern practice straight away despite limited experience in practice management. Bright’s AccountancyManager (AM) platform was chosen to solve core challenges around onboarding, compliance (AML, risk assessments, engagement letters), client communications and day‑to‑day task tracking so Donna could focus on delivering accounting services rather than reinventing practice workflows.

Bright implemented AM’s out‑of‑the‑box onboarding and client portal, automated engagement‑letter re‑signing, task lists and risk‑assessment reviews, plus automated emails and tax‑payment reminders (e.g., 28/14/7‑day notices). The result was seamless client onboarding, fewer missed items, secure ID uploads, reduced manual admin through auto‑generated tasks and reminders, and an improved client experience — outcomes that helped Accrual World Accounting Solutions scale quickly and win the Sage Impact Award for Best New Practice.

Accrual World Accounting Solutions

Donna Hannaby

Accrual World Accounting Solutions