Case Study

Solo Accountant Manages 120 Clients

James Carter manages 120 clients single-handedly with automated workflows and bulk filing on Runox.

120
Clients
50%
Revenue Growth
40%
Advisory Time
1
Accountant
1

The Challenge

James Carter, a sole practitioner accountant in Leeds, was maxing out at 80 clients. Manual VAT returns, spreadsheet-based bookkeeping, and individual HMRC logins for each client consumed his entire week.

2

The Solution

Runox automated bank feeds, AI categorisation, and bulk filing let James process client work in a fraction of the time. The client portal eliminated back-and-forth emails for document collection.

3

The Results

James grew from 80 to 120 clients without working longer hours. Practice revenue increased 50%. He now spends more time on advisory — adding value that clients willingly pay premium rates for.

Key Results

120 clients managed by one accountant
50% revenue increase
Advisory time increased from 10% to 40%
Bulk VAT and SA filing for all clients
Client portal eliminated email document chasing

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      Runox — HR, Payroll, Accounting, Tax & Legal | 6 Jurisdictions | runox.ai