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Case studies
Three worked examples of what we find in messy books, what we fix and how the numbers change. Each one is a sample built to show our method.
These are illustrative examples, not real clients. The businesses are fictional or composite, and every figure is a placeholder. On a real engagement, we share findings from your own books.
Short-term rentals
A 12-unit Airbnb portfolio went from 44 errors to 2
Booking payouts, deposits and occupancy tax that never matched, fixed and controlled every month.
E-commerce
Amazon, Shopify and PayPal, reconciled into one set of books
A full cycle from setup to management reporting, with clearing accounts that show exactly what is unreconciled.
Cleanup and catch-up
Nine months behind, brought current and reconciled to the penny
A bakery café with 1,148 uncategorized transactions and profit overstated by $14,319.60.
What these show
The same method, in three situations
01
Find it first
Every engagement starts with a review that quantifies what is wrong before anything is changed.
02
Fix it in order
Months are worked oldest first, and each month has to reconcile before the next one starts.
03
Keep it right
Controls and a month-end checklist stop the same errors coming back.
See what we would find in your books
Book a free consultation and we will tell you what we would check first.