Case Study: Focus Accountancy Ltd streamlines remote client onboarding and boosts efficiency with Bright

Focus Accountancy Ltd - Customer Case Study

Focus Accountancy Ltd, led by Barry Adams, is a Bristol-based practice serving contractors, consultants and freelancers that struggled with repetitive emails, manual reminders, fragmented databases and an insecure client portal lacking two-factor authentication. To modernise workflows, improve client onboarding and reduce administration, Focus Accountancy Ltd adopted Bright’s AccountancyManager practice management software.

Bright implemented an integrated solution—secure client portals with ID/proof-of-ID, automated letters of engagement and clearance, synced client records (Xero/FreeAgent), built-in task lists and timelines—consolidating CRM, job progress and communications into one system. The result for Focus Accountancy Ltd was faster, remote-friendly onboarding (clients can enter UTRs and data themselves), fewer databases to manage, much reduced admin time and the ability to win and serve clients beyond their local area—delivering clear efficiency and growth benefits thanks to Bright.

Focus Accountancy Ltd

Barry Adams

Director