Case Study: JGBC achieves up-to-date bookkeeping and huge time savings with Bright

Why I left AccountancyManager and came back

JGBC, a Scotland-based accountancy firm led by founder Johann Goree with a seven-person team and 312 clients, struggled after leaving and trialling several platforms that lacked mobile usability, sensible scheduling and usable team workflows. Seeking a practice-management solution with a client portal, built-in messaging and a way to move away from deadline overload, JGBC chose Bright’s practice management software, specifically for its target dates, task-based bookkeeping workflows and mobile-friendly interface.

Bright implemented target dates, task checklists, in‑task update notes and notifications plus a client portal and regular product webinars for user input. The switch made JGBC’s bookkeeping the most up-to-date it has ever been, cut internal email, enabled proactive weekly team reviews, and delivered major time savings (for example, 80 self‑assessment emails were issued in about 10 minutes). Bright also helped JGBC improve compliance and client data quality and meet its goal of completing the majority of annual accounts within four months of year end.

JGBC

Johann Goree

Founder and Managing Director