Case Study: For The Trade in County Durham achieves consistent, scalable processes and faster onboarding with Bright

For The Trade in County Durham - Customer Case Study

For The Trade in County Durham, founded by Jordan Jewitt, is a construction-focused accountancy practice that needed to scale quickly while keeping processes consistent and onboarding tradie clients who often don’t use computers. To replace clunky, disjointed systems and make operations repeatable for planned multi‑office expansion, Jordan adopted Bright’s AccountancyManager platform.

Bright implemented AccountancyManager as the single source of truth—centralising onboarding, templated Tasks (around 100 templates), Target Dates, automated notifications/texts and portal workflows—so engagement letters, IDs and 64‑8s are handled in one place and WhatsApp links can be used for tradies. The outcome: rapid growth from sole founder to five staff within months, tighter process control, live visibility of work across the team, and fewer administrative errors as For The Trade prepares to scale to new offices thanks to Bright.

For The Trade in County Durham

Jordan Jewitt

Owner