Case Study: Diamond Accountants achieves streamlined operations and faster client onboarding with Bright

Bal Gora, Sam Patel and the start of their accountancy empire

Diamond Accountants, led by founders Sam Patel and Bal Gora and operating both Diamond Accounts and Diamond Outsourcing, was growing rapidly through acquisitions but struggled with fragmented, manual processes across practices—Excel-based admin, no practice management system or CRM, slow onboarding, and time-consuming client sign-offs and reminders. To standardize and modernize their operations they turned to Bright and adopted AccountancyManager.

Bright implemented AccountancyManager across the group, introducing automated onboarding, a client portal, e-signatures, tax and VAT reminders, and time-tracking. The solution replaced manual workflows, reduced travel and turnaround times, improved visibility into staff hours and client profitability, and helped an acquired practice reach about 75% usage of the system’s capabilities — contributing to faster, more efficient operations and continued growth for Diamond Accountants.

Diamond Accountants

Sam Patel

Co-Founder