Case Study: Boddice Accounting achieves a quadrupled client base and streamlined onboarding with Bright

From the Big Four to Boddice Accounting (via a nail salon)

Boddice Accounting, founded by Vicki Boddice after she left the Big Four and a stint running a nail salon, faced the classic small‑firm challenge of scaling while staying on top of compliance, onboarding, deadlines and client communication — all while balancing family commitments and recovering from burnout. To organise and automate her processes she adopted Bright's AccountancyManager (AM) practice‑management software.

Bright implemented AM’s automations — templated engagement letters with automated re‑signing, one‑click onboarding task lists, a secure client portal with e‑signatures, built‑in AML and risk checks, recurring tasks and automated client/chaser emails — so that routine admin is handled reliably. The results: onboarding times dropped from hours to 24–48 hours (engagement letters issued in about 30 minutes), a separate AML tool was cancelled, client satisfaction improved, and Boddice Accounting grew to roughly 40 clients, freeing Vicki to focus on growth and client relationships thanks to Bright.

Boddice Accounting

Vicki Boddice

Boddice Accounting