Case Study: Sterling Accounting Solutions achieves 500+ client growth and faster year‑end compliance with Bright

Sterling Accounting Solutions - Customer Case Study

Sterling Accounting Solutions (SAS) is a growing practice that scaled rapidly during lockdown—from about ten to 17 staff and over 500 clients—and found its spreadsheet-based processes and phone notes could no longer keep up. Facing challenges in storing client data, tracking deadlines, onboarding remote hires and getting client signatures, SAS adopted Bright’s AccountancyManager (AM) to centralize and automate its workflows.

Bright implemented AM’s automated Task List, Client Portal with in-system e-signing, Target Dates and integrations to generate and assign deadline-driven tasks, simplify onboarding and prioritise year‑end work. The result: SAS handled fast team and client growth, removed reliance on spreadsheets, met its KPI of 75% of Year End and Corporation Tax submissions filed within six months of year end, and positioned the firm to smoothly absorb a 50–60 client acquisition—outcomes SAS attributes to Bright.

Sterling Accounting Solutions

Will Sterling

Owner