Headline Statement

Sleigh & Story were a new accountancy practice based in West Yorkshire and needed accountancy practice management software with a comprehensive facility to record and store client details as well as notify partners of impending deadlines. They chose MB Practice Manager.

Who are Sleigh & Story?

Sleigh & Story is a firm of chartered certified accountants from Brighouse in West Yorkshire with a modern, forward-thinking approach. Led by Peter Sleigh and Debbie Story, the firm is eight-strong and they are expanding quickly in response to excellent local marketing practices.

Sleigh & Story & MB Practice Manager

As is typical with most start-ups especially in the professional services arena, Sleigh & Story understood the need to be able to control and automate administration tasks and focus more time on business growth and client work. They also needed a comprehensive software solution that was cost-effective in line with keeping running costs to a minimum.

The MB Practice Manager Solution

Sleigh & Story have benefitted from being able to keep a fluid and easily updatable database of client details as well as all associated deadlines, timesheets, billing, job scheduling and messaging. They found that for them, the most useful application of the software was the warning feature that made them aware of client deadlines so that they could advice their clients ahead of time. They also particularly liked the mail merge facility which enabled them to contact and market their services to large numbers of clients quickly and easily.

The Results

By using MB Practice Manager, Sleigh & Story have full control of their business and they are fully aware of client deadlines. This has allowed them to prioritise projects and to simplify client communication, a fundamental element of any successful business.

‘Implementing the software couldn’t have been easier and whenever we were faced with a problem, the MB Practice Manager support helpline has always been helpful and efficient. We are also in the process of obtaining the ACCA Quality Checked Mark and the software has been a big help in implementing the required procedures.’

Peter Sleigh, Director, Sleigh & Story