Case Study: Wild Bookkeeping achieves scalable growth and consistent, automated processes with Senta

A ‘Wild’ bookkeeping journey with tech as the engine

Wild, a bookkeeping practice run by Penelope Allard, needed to scale her business while maintaining client service and GDPR-compliant document handling. As a single parent growing the firm and facing COVID-driven volatility and upcoming MTD requirements, Wild required a system to standardize processes, delegate work reliably, and reduce time spent manually sharing client information — so she adopted Senta.

Using Senta’s document portal, out-of-the-box process templates and mail‑merge features, Wild turned workflows into detailed, staff-ready routines and an “instruction manual” for the practice. Senta cut the time spent sharing information, improved GDPR compliance, gave Penelope clear visibility into staff work (supporting her first hire in December 2020 and subcontracting of tax work), and positioned the firm to handle MTD and continued growth. Senta remains central to Wild’s efficiency and consistency.

Wild

Penelope Allard

Wild