BrightManager setup and optimisation
You bought BrightManager. Now make it run your practice.
The software is only as good as its configuration, and most practices use a fraction of it. We set BrightManager up around how your firm actually works, then automate the parts that still run on memory.
We work with accounting, bookkeeping, and tax firms and nothing else.
Two situations, one fix.
On BrightManager, but it's reproducing your old habits
Unused features, inconsistent naming, no recurring-job structure, and weak team adoption. The tool is in place but the manual practice never left. It's a more expensive version of the spreadsheet.
Still on spreadsheets and Google Sheets
Critical practice knowledge lives in individual habits rather than a system. When someone is off, or leaves, the knowledge goes with them. Moving to BrightManager is the chance to put that structure in one place.
What we configure and build.
Recurring jobs created from year end dates, VAT quarters, and payroll frequency.
Naming conventions, service tags, workflow stages, and task templates applied consistently.
Task ownership, reminders, and overdue escalations automated.
Engagement letters and service schedules generated for digital signing.
Migration of spreadsheet stages into standard workflows, for firms moving across.
Role-based SOPs, live training on your actual workflows, and a 30-day post-launch optimisation check.
The stack it plugs into.
BrightManager alongside your bookkeeping, tax, and payroll software. No new platform on top. We configure what you bought and connect it to what you already run.
Not affiliated with or endorsed by BrightManager.
The guarantee.
Fixed price and a fixed ship date in writing. Miss it and we work free until it's live, plus 10% off your next build.
BrightManager FAQ
BrightManager, answered.
You can configure it yourself, and many firms start that way. What a BrightManager consultant adds is the recurring-job structure, naming discipline, and automation that most practices never get to because the day job comes first. We do the setup once, properly, and train your team on your actual workflows.
Usually, yes. Most practices run a fraction of what they're paying for: no recurring-job templates, inconsistent naming, manual chasing that could be automated. The Clarity audit shows exactly which features are idle and what configuring them would save.
We connect it where BrightManager supports it, through official, permissioned integrations, alongside your bookkeeping, tax, and payroll tools. We claim only the integrations we can genuinely deliver, and Clarity confirms what's possible for your specific stack before any build.
Start with Clarity.
Setup and optimisation work is quoted through Clarity like any build: a costed plan for exactly what your BrightManager configuration needs. Delivered in 5 business days or it's free.