Case Study: Sterling Finance achieves faster onboarding, 24/7 client access and improved client satisfaction with Bright

Sterling Finance - Customer Case Study

Sterling Finance, a Manchester-based practice led by Kamlesh Rajput, faced the challenge of delivering consistently high customer satisfaction and fast, accurate service to SMEs and international clients. To modernize its operations and improve onboarding and client communication, Sterling Finance adopted Bright’s practice management solution, AccountancyManager, and moved the firm to the cloud to provide a more responsive, client-focused service.

Bright implemented AccountancyManager’s onboarding, client portal and practice workflows, giving Sterling Finance 24/7 access to client documents, deadlines and tax liabilities and consolidating client data and correspondence in one place. The result was faster, more accurate service delivery, stronger client relationships and wider reach into emerging markets — outcomes reflected in Sterling Finance’s industry recognition (British Accountancy Award winner 2019 and Accounting Excellence Awards finalist 2020) and improved operational efficiency from using Bright’s platform.

Sterling Finance

Kamlesh Rajput

Chief Financial Officer