Case Study: Francis Bookkeeping Solutions Ltd doubles client base and cuts admin time with Bright's AccountancyManager

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Francis Bookkeeping Solutions Ltd - Customer Case Study

Francis Bookkeeping Solutions Ltd is a small cloud-first practice run by Mark Francis that struggled with slow, paper-based processes, GDPR paperwork and time-consuming client onboarding. To scale without hiring staff and to move clients onto cloud tools, Francis Bookkeeping Solutions Ltd adopted Bright’s AccountancyManager to replace manual workflows and legacy tools like IRIS OpenSpace.

Bright implemented AccountancyManager’s client portal, automated tasks and notifications, AML and HMRC integrations, and bulk communications to streamline onboarding, approvals and year‑end workflows. As a result, Francis Bookkeeping Solutions Ltd doubled its client base, eliminated the need to hire a receptionist by saving “hours and hours a week,” and improved client authorisations and communication efficiency thanks to Bright.


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Francis Bookkeeping Solutions Ltd

Mark Francis

Francis Bookkeeping Solutions Ltd


Bright

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