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130 years strong, and still ahead of the curve

Walter Dawson & Son - United Kingdom

Yorkshire accountancy firm Walter Dawson & Son turned lost time into time well spent with Sage Accounting and AutoEntry by Sage.
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Paper-bound processes slowed progress

Manual processes and retrospective reporting slowed Walter Dawson & Son’s ability to give timely advice and prepare clients for digital compliance. Paper-based records and cash books dominated, leaving staff stuck in reactive tasks instead of guiding customers through decisions that mattered.

You’re always acting reactively. It slowed our progress. It slowed how often we could speak to customers.

Julie Young
Managing Director

Choosing progress, not comfort

Walter Dawson & Son introduced cloud solutions from Sage, supported by hands-on training across offices and roadshows for clients. With bank feeds and other cloud-connected tools, the firm moved from retrospective bookkeeping to proactive guidance. “I can be in with a business owner, open the laptop, and get instant access to what I need there and then,” explains Client Manager Brandon Conway.

Sage have been fantastic for Walter Dawson. They’ve been with us throughout our business cloud journey.

Julie Young
Managing Director

From paper files to future-ready practice

Since adopting Sage, the firm has enjoyed a decade of sustained growth powered by the cloud. The time once spent buried in manual bookkeeping has been redirected into stronger client care and meaningful conversations. The firm has also taken early steps toward Making Tax Digital for Income Tax, joining HMRC’s beta programme to prepare clients well ahead of deadlines. Now operating with clarity and accountability across the team, Walter Dawson & Son is better equipped than ever to deliver future-ready support.

It’s not about the tech—it’s about what the tech gives us back. Time, trust and connection.

Julie Young
Managing Director

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