Case Study: Monton Green Accountancy Ltd achieves major time savings and scales to 220 clients with Bright

Monton Green Accountancy Ltd - Customer Case Study

Monton Green Accountancy Ltd, run by Carolyn Cullen, struggled as her client list outgrew spreadsheets and a whiteboard—making deadline management and client chasing time-consuming and stressful, especially while running a home-based practice during the pandemic. To solve this she adopted Bright’s AccountancyManager to replace Excel-based scheduling and manual reminders.

Bright’s AccountancyManager provided automated client requests and tax reminders, customizable onboarding workflows and bulk-email updates, which Carolyn says cut the admin burden dramatically and sped up client responses; she now manages about 220 clients and reports the automation saves “hours and hours a week.” Bright’s tools also improved client communication and compliance (clients appreciate tax reminders) and enabled scalable growth without hiring extra staff.

Monton Green Accountancy Ltd

Carolyn Cullen

Owner