Case Study: Stewart Accounting Services achieves profitable growth with IRIS Software Group’s Accountancy Suite

Stewart Accounting Services uses the IRIS Accountancy Suite to drive profitable growth

Stewart Accounting Services, led by Mark Stewart, turned to IRIS Software Group’s IRIS Accountancy Suite (including IRIS Practice Management, IRIS AutoMail, IRIS Time & Fees and IRIS OpenSpace) to manage growth and boost efficiency. The firm needed to replace inflexible spreadsheets, reduce clerical overheads and streamline client communications while supporting ambitions for profitable growth.

IRIS Software Group implemented an integrated solution that centralises client data, automates correspondence, tracks workflows and measures client profitability. The automation pays off—about £30 per client per year—letting a five‑person team support roughly 220 clients; Time & Fees analysis showed the bottom 20% of clients generate only 4% of fees, informing a strategy to lift average client value. The IRIS suite improved data accuracy, cut manual work and freed time for higher‑value advisory services.

Stewart Accounting Services

Mark Stewart

Stewart Accounting Services