Spotlighted Case Study
£63,704 Recovered for a Client in Just 48 Hours
When preparing accounts, it’s essential to investigate bookkeeping records that don’t quite look right.
During a routine review, one of our team members, Heather, noticed that a client’s Digital Bookkeeping data didn’t match the activity she expected to see. Rather than accepting the figures at face value, she kept digging until the situation became clear.
The client operated an online business using two payment gateways. One gateway was transferring funds correctly, but the other wasn’t releasing any money. The client hadn’t spotted the issue and was experiencing cash-flow pressure—enough that they were considering taking out a loan to keep the business moving.
Heather recommended that the client contact their bank to confirm her findings. The bank quickly discovered the problem: an initial document had never been signed, so funds from sales had been held back.
Once the paperwork was completed, the bank released £63,704, which reached the client’s account within 48 hours. The client avoided taking out an unnecessary loan, restored healthy cash flow, and was relieved—and delighted—to have the issue resolved so quickly.