Case Study: Steele Financial achieves scalable, automated cloud accounting with Bright's AccountancyManager

Steele Financial - Customer Case Study

Steele Financial, a Bristol-based accountancy firm founded by Ben Steele, grew rapidly to serve around 350 clients with a core team of five (soon to be seven) and needed a scalable, cloud-first way to manage workflows, onboarding and client communications. To replace spreadsheets and manual processes—while retaining granular control over tasks—Steele Financial adopted Bright’s AccountancyManager platform to centralise client data, task lists and secure document flows.

Bright implemented a customised AccountancyManager setup—automated and consolidated task lists, tailored client reminders, notifications, a client timeline audit trail and onboarding tied into GoProposal—which Bright’s support helped tune to clear a backlog and reduce noisy auto-tasks. The result: faster, more reliable delivery (Ben reports tax returns can be sent and signed within minutes), fewer missed items, smoother remote teamwork and the capacity to serve global clients; Steele Financial says the workflow Bright enabled is now indispensable to their operations.

Steele Financial

Ben Steele

Founder