Awesome Accountants Uses BrightManager to Boost Efficiency

BrightManager has become a vital tool for forward-thinking accounting practices, but for Sharon Bishop, founder of Awesome Accountants Limited, it’s far more than software. Fundamentally, it’s the virtual hub of the practice.

Streamlining small business support from start to finish

At Awesome Accountants, Sharon and her team specialise in guiding small businesses, from ambitious start-ups to established ventures aiming to grow. Their focus is on helping clients understand the metrics that matter, spotlighting strengths and addressing areas for improvement.

Having used BrightManager in her previous role, Sharon knew it was the right fit when launching her own firm. Since then, it’s been central to everything from onboarding and AML procedures to client communication.

Transformative results with digital automation

Before BrightManager, chasing client signatures for self-assessment returns and accounts could take weeks. Now, automatic signature requests via BrightManager’s client portal result in a staggering 95% of clients signing documents on the same day. This shift alone has redefined turnaround times.

On average from sending out a self-assessment return or accounts, it would take two weeks before we would get a signature but with BrightManager I would say we get It back on the same day for 95% of the clients which has just transformed how we work

Sharon finds the chasing system particularly effective. With just a few clicks, staff can chase missing records or documents by sending automated, tailored emails or using in-built templates. This not only saves at least five hours per week but means her firm can respond to client needs faster than ever.

Seamless client portal and exceptional support

To further elevate the client experience, Sharon has white-labelled the BrightManager portal to fully match Awesome Accountants’ brand colours and identity, creating a seamless and professional online touchpoint for clients.

Another highlight is the responsive BrightManager support team, who Sharon describes as always helpful, polite, and quick to resolve any queries.

Why BrightManager is a must

For Sharon Bishop and Awesome Accountants, BrightManager isn’t just a helpful tool; it’s a game changer that boosts productivity, enhances client experience, and gives her team more time to focus on what they do best.

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