Case study · Our own work
Three years of our own books, reconciled in six days.
We changed accountants. Three financial years of records had to be reconciled, explained and handed over, and we used the same tools we build for clients.
Growth reviews · AI and software builds · 3 min read01The leak
Three years of records, one handover.
Bank feeds, invoices, payments and earlier lodgements sat in different places. A new accountant needed all of it reconciled and explained before they could sign anything.
02The fix
The tools we build for clients, on ourselves.
Each check became a reusable step, tested against our own signed figures before it was used on anyone else’s books.
- Every quarter rebuilt GST recalculated from the transactions and matched to what was lodged.
- Every number traced to the bank, an invoice or a journal, with the working kept.
- One pack statements, reconciliations and notes, laid out for the accountant to review.
- 3 years
- of accounts reconciled, FY2024 to FY2026
- 9 quarters
- of GST rebuilt and matched to the lodged figures, line by line
- 72 pages
- of statements and working for the new accountant
03Now
Handed over, and reused.
Six days after the records were brought together, the accountant had a 72-page pack for three years. The checks became a toolkit that has since been used on a client’s books.
From our own accounts and records, 28 October to 2 November 2026.
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