Case Study: Complete HQ achieves rapid growth and automated, tech-driven operations with Bright

Complete HQ - Customer Case Study

Complete HQ, led by Andy Sullivan, is a fast-growing remote accountancy practice that needed to prove its tech-first approach to clients while taming busy-season pressure and managing rapid growth. To do this it needed a practice-management solution that would automate client onboarding, e-signatures and ID checks, integrate HMRC agent authorisations, and give clear task and workflow visibility across its team of seven.

Bright implemented a practice-management platform that automated five-to-six onboarding steps, drove client reminders and task lists, and enabled easy reallocation of work across the team. As a result Complete HQ completed the bulk of its tax returns early (by Christmas only nine remained), reduced turnaround time and stress in peak periods, and improved client perception of its systems — all supported by Bright’s responsive product and support.

Complete HQ

Andy Sullivan

Owner