Case Study: Kara Bookkeeping Specialists achieves time-saving automation and stress-free workflows with Bright (AccountancyManager)

Kara Bookkeeping Specialists - Customer Case Study

Kara Bookkeeping Specialists, founded by Khiya Kara, was growing out of Excel spreadsheets, manual chasing and paper records and needed a reliable CRM, automated client communications and a way to scale without losing the personal relationships central to the practice. To solve this she adopted Bright’s AccountancyManager to replace macros and fragmented processes with a unified system for client data, deadlines and automated workflows.

Bright implemented AccountancyManager features such as automated Tasks and Target Dates, reusable templates and paused automated emails (40+ prewritten templates and 500+ variable fields), a client portal with e‑signing, and task allocation workflows. The result: Khiya eliminated paper piles and manual chasing, gained time back through trusted automation, onboarded a staff member to whom she can delegate work, and improved consistency and turnaround — all live within days of trialing Bright’s solution.

Kara Bookkeeping Specialists

Khiya Kara

Founder