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Case Studies

“I knew accountancy. Not how to run a practice. But AM does”
“I knew accountancy. Not how to run a practice. But AM does”

The Sage Impact Award Winner (who never planned to have a practice) Many people have itchy feet for a while before launching a business. Donna, however, loved her previous role and never planned to leave. It was exploring new technology that sparked an interest that would become Accrual World Accounting Solutions.  Only one year into ...

How to be technology driven and people focused
How to be technology driven and people focused

Rachel Dale, Tax Director at ChadSan, formerly Chaddesley Sanford, spoke to AM’s Jonathan Stobart about putting their motto into action: Technology driven. People focused. Rachel Dale starts our interview with a caveat. As AM is used in a multitude of ways in different teams across ChadSan, Rachel can only comment from a tax team perspective. ...

“Time is billable. So in that way, AM pays for itself.”
“Time is billable. So in that way, AM pays for itself.”

Caroline Hocking is the owner of Mona Accountancy, located… wherever she wants to be. Caroline has dyed red hair, piercings, tattoos and rides a motorbike, but nothing surprises us anymore. We stopped expecting grey hair, suits and ties a while back. It’s been over a year without exhibitions and we’ve missed seeing users face to ...

6 ways AccountancyManager drives Hayward Wright Accountancy Group
6 ways AccountancyManager drives Hayward Wright Accountancy Group

Alistair has always been progressive in his thinking, whether it’s adopting technology early, promoting flexible working or training the next generation of accountants. Alistair spoke to AM’s Jonathan about how AM supports his approach and the daily operation of his 3-office firm. We love our interviews with AM users, they’re a unique window into how ...

From Haines Watts to practice owners (with a little help from AccountancyManager)
From Haines Watts to practice owners (with a little help from AccountancyManager)

Christopher Blunn, Alex Shall and Pete Heslington met as partners at Haines Watts in London – and became firm friends. Discovering a shared ambition, they became friends with a firm in late 2020. Chris talks to AM’s Jonathan about Praxis’ first six months and how they’re finding AM. A pandemic, an acquisition and a launch ...

“AccountancyManager is like another member of staff”
“AccountancyManager is like another member of staff”

Ben Thexton’s story is amongst the most unexpected and inspiring we’ve heard yet. After a severe head injury nine years ago, Ben has defied doctors, qualifying with the ACCA, becoming the owner of multiple successful businesses and raising two young daughters. Ben’s career started off in the construction industry, working on-site with his family’s business ...

Ex TV producer – horrified by January rush (until now)
Ex TV producer – horrified by January rush (until now)

Vicki and Pippa have known each other since they were 11. Now, with their kids all grown up, they joined forces to run Creative and Numbers, a Kent-based practice dedicated to the creative industry. The female founders both hail from unlikely backgrounds and are far removed from the traditional view of a stuffy accountant. Thanks to ...

“Why did we come back? Nothing compares to AccountancyManager”
“Why did we come back? Nothing compares to AccountancyManager”

Harry Walker started his practice just two years after becoming an accountant. Harry left AccountancyManager in 2019, only to return in 2020 after trying IRIS practice management. Turns out we’d set his expectations a little too high…  It was Harry’s mum – a bookkeeper with her own practice – that inspired him to become an ...

“The time AM saves is worth more than the software”
“The time AM saves is worth more than the software”

Anna Nikolovska started her practice in 2018 and signed up with AM on day one. The following year, Anna appeared at our Accountex stand laden with chocolates. A tasty testament to how much she values the software and our ‘brilliant, brilliant customer service’. AM’s Jonathan Stobart caught up with Anna to see how she’s getting ...

Client satisfaction, family values and emerging economies
Client satisfaction, family values and emerging economies

Before launching Sterling Finance 20 years ago, Kamlesh Rajput was the CFO of a multinational – a role that frequently took him around the world. Noticing the stark difference in customer service and satisfaction between the UK, US, Europe & Middle East – and the unfair advantage of large corporations – led Kamlesh to help ...

2 Sisters Accounting: Using social media & AM to grow
2 Sisters Accounting: Using social media & AM to grow

Beth Jackson at 2 Sisters Accounting mainly attracts clients through social media – which is where AM’s Jonathan spotted one of her unusually candid videos. Turns out, 2 Sisters signed up for AM last summer and they’re finding huge value – despite not turning on automated emails yet… Beth and her ‘big’ sister, Jessie set ...

“Accountants use too much tech! (But we couldn’t survive without AM)”
“Accountants use too much tech! (But we couldn’t survive without AM)”

Will Sterling, one of the owners of Sterling Accounting Solutions (SAS) in Kings Langley just outside Watford, Hertfordshire, grew his team at an impressive rate over lockdown. He spoke to AM’s Jonathan Stobart in early January about 2020, life with AM and his plans for the future. Will started out by training in audit with ...

When accountants become tech advisors
When accountants become tech advisors

Andy Sullivan knows his stuff when it comes to business technology. He also happens to be an accountant. Only two years in and business is good. Really good. Find out how Andy uses tech in his own practice and how AM is inspiring his clients to introduce their own efficiencies. Everyone we’ve interviewed for AM ...

Fortuous Limited: “The 31st Jan means nothing to us”
Fortuous Limited: “The 31st Jan means nothing to us”

Khyam Chudhry is the proud owner of a fully digital, paperless practice that doesn’t experience ‘the panic thing’ every January: Fortuous Limited. He also has strong convictions when it comes to advisory. He’s been with us since our very beginnings and AM is the only software he has no plans to switch. When self-employment is ...

Control freak? No problem.
Control freak? No problem.

AM’s Jonathan Stobart caught up with Ben Steele – AccountancyManager user and owner of Bristol-based firm, Steele Financial. On top of his accounting and people skills, Ben is quite the technical guru. In fact, he’s been offering so much free advice to clients around the best technology to use, he’s started to commercialise it. Steele Financial – accountants and ...

Buhir Rafiq evolves Total Books with automation and data
Buhir Rafiq evolves Total Books with automation and data

This week’s case study took an unexpected turn. Buhir Rafiq gave AM’s Jonathan Stobart an in-depth tour of his practice management set up. It was a fantastic way to see how Total Books has evolved thanks to time saved by automation and the visibility of data. Get comfortable. Buhir is using almost every feature of AM, with ...

“I don’t have to remember things anymore!”
“I don’t have to remember things anymore!”

This week, AM’s Marcus Bellis caught up with Paul Cain, owner of Croydon-based practice Cain & Beer. Paul has been using AccountancyManager for two years. In fact, the same year he joined AM, he closed his offices and moved everyone home. A decision he’s certainly been grateful for this year.  Paul streamlines himself out of a ...

Why I left AccountancyManager… and came back
Why I left AccountancyManager… and came back

This week, we caught up with Johann Goree, founder and managing director of Scotland-based firm JGBC. Johann used AM when he was a one-man-band a few years ago, but (gasp) cancelled his account. Now he has a team of seven across two offices and has returned, all guns blazing, to AccountancyManager. Our Head of Sales, Marcus ...

“Without AccountancyManager I’d be sobbing gently in the corner!”
“Without AccountancyManager I’d be sobbing gently in the corner!”

This week, we take the virtual train up from Warwick to Eccles to meet Carolyn Cullen from Monton Green Accountancy Ltd. Currently under local lockdown, Carolyn spoke to us from the home office she’s sharing with her husband. Due to a case of coronavirus in one of her daughter’s year groups, Carolyn is also still having ...

Customising AM for the Irish market with Paddy Quinn & Co
Customising AM for the Irish market with Paddy Quinn & Co

This year has been full of feature releases for AccountancyManager, around 16 in the last three months in fact. But there are always ongoing projects bubbling away in the development office too. (There may be plans to start barricading the door so James can’t ‘pop in’ with more ideas for the road map.) Customising AccountancyManager for the ...

SAS Senior Accounting Services: From bin bags to the cloud
SAS Senior Accounting Services: From bin bags to the cloud

We’ve spoken to a few long-term users of AccountancyManager (AM) recently. So this week, we’re shifting our focus onto newcomers, with Yorkshire-based practice: SAS Senior Accounting Services. AM’s Marcus Bellis caught up with owner, Samantha Senior, stealing half an hour from her exceedingly busy schedule. Meet Samantha and her practice of many sides Samantha started her ...

Switching to AccountancyManager: D H Tuck & Co
Switching to AccountancyManager: D H Tuck & Co

Jim Borrill at D H Tuck & Co recently joined us on a webinar hosted by Dan Cockerton of Digital Accountancy fame. The discussion centred around cloud software and the interactions between them. The following week, our Head of Sales, Marcus caught up with Jim as he took the hot seat for our latest AM in Practice.  ...

Bal Gora, Sam Patel and the start of their accountancy empire
Bal Gora, Sam Patel and the start of their accountancy empire

We’re taking a closer look at AccountancyManager in action. Last week we grilled Zia Tahir at Spherical Accountants in Hackney. This week we travel south (and inadvertently stick with the theme of geometric shapes) to Diamond Outsourcing.  Bal and Sam have been friends since childhood. Both choosing careers in accountancy, Sam opted for the practice route while Bal ...

Life with AM for Spherical Accountants
Life with AM for Spherical Accountants

We’re taking a look at AccountancyManager ‘out in the wild’ – AM in the hands of the accountants and bookkeepers that use it day in, day out.  “It’s great to see people come onboard with AccountancyManager, but I get far more satisfaction hearing about how those same people make AM work within their practice.” Marcus ...

“I doubled my client base with AccountancyManager”
“I doubled my client base with AccountancyManager”

Recently, Liston (on our support team) shared a great result with us. Mark Francis, from Francis Bookkeeping Solutions Ltd, had casually mentioned that he’d doubled his client base by using AccountancyManager. Hold the phone. We said: We feel a case study coming on. AM’s CEO James Byrne caught up with Mark and discussed, among other things, opinionated ...

Certax Durham switches from IRIS to AccountancyManager and saves over 150 hours a month
Certax Durham switches from IRIS to AccountancyManager and saves over 150 hours a month

Finding time to properly focus on clients and grow the business is an ongoing challenge for firms big and small. Never more so than over the last few months.  Matt McConnell – co-owner of Certax Accounting in Durham – should be struggling more than most. He and his partner, Jonathan Tait, are running a 32-strong ...

Meet Barry Adams, he’s shaping AccountancyManager
Meet Barry Adams, he’s shaping AccountancyManager

First, a little history (don’t worry, it starts in 2017) In 2017, James Byrne – AccountancyManager CEO – was a practicing accountant with familiar frustrations: Writing repetitive emails and constant reminders. Always reprioritising work according to deadlines and information received from clients. And having no time to spend on developing the practice or giving proactive ...

We grill long-time AccountancyManager client – Hassle Free Accounts and Tax
We grill long-time AccountancyManager client – Hassle Free Accounts and Tax

We’ve taken a break from reporting on the coronavirus to have a chat with one of AccountancyManager’s oldest clients (in terms of her use of AccountancyManager, not her age). Lucy Drake started her accountancy career at 16 and is now owner of Southampton-based practice Hassle Free Accounts and Tax. “I spend less time on onboarding clients, now ...

What Our Customers Say

  • "We started using AccountancyManager in 2018 and haven't looked back! Using AccountancyManager has transformed our practice - more time to spend on the numbers and admin processes streamlined - one happy practice!"

    Martin Brooks
    Caroline Hinde
    Caroline Hinde Accountancy
  • "AM completely revolutionised my practice overnight. I used to spend hours preparing engagement letters, chasing information and reminding clients of key dates. Now I spend less time doing admin and more time doing client work."

    Martin Brooks
    Martin Brooks
    Gold Stag Accounts
  • "Since switching to AccountancyManager, I now have a sense of comfort in knowing that all client details, tasks and documents are in one place, which is easily accessible. Client onboarding is a swift, simple process that appears slick and professional to our new clients."

    Martin Brooks
    Hannah Jeffery
    HJ Accounts Management
  • "AccountancyManager has saved the practice heaps of time when keeping track of deadlines & we've found the other features (e.g. time recording, client sign-ups) helpful to have all in one place."

    Martin Brooks
    Niall Hawkins
    Farrow Accounting & Tax

"AM completely revolutionised my practice overnight. I used to spend hours preparing..."

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