Case Study: Mona Accountancy saves time and streamlines client onboarding with Bright

Mona Accountancy - Customer Case Study

Mona Accountancy, run by Caroline Hocking, was spending excessive time on admin tasks—drafting letters of engagement, chasing documents, performing AML checks and keeping track of varied year‑ends—while wanting to remain a fully cloud‑based, nomadic practice. To solve these pain points she adopted Bright’s AccountancyManager (AM) platform to streamline onboarding, client communication and compliance.

Bright’s AccountancyManager delivered a client portal with e‑signatures, automated engagement letters and chasing emails, a task list tied to Companies House dates, Xero integration, and in‑system AML and risk assessments. The result was immediate time savings and clearer workflows—Caroline says AM “pays for itself straight away”—allowing her to spend more time on billable tax work, reduce software costs by consolidating tools, and run Mona Accountancy remotely with better visibility and fewer missed items.

Mona Accountancy

Caroline Hocking

Owner