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.
Case Study: Streamlined Systems Saved a Business Over £11,000 Annually
Another client approached us because their existing bookkeeper was repeatedly making basic errors. These mistakes led to unreliable financial information, including uncertainty around how much the business owed to suppliers. Inaccurate data made day-to-day management stressful and strategic planning nearly impossible.
We recommended bringing the bookkeeping in-house through our Digital Bookkeeping service to ensure accuracy and consistency. Once we took over, the client finally had reliable figures they could trust.
The impact was significant:
The business saved more than £11,000 per year, reduced administrative stress, and gained a dependable system that now supports timely payments, informed decisions, and long-term growth.
