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Bookkeeping3 weeks (cleanup) + ongoing
E-commerce brand goes from 6 months behind to day-5 close
E-commerce / Retail$3M revenueBrisbane, Australia
3 weeks
Cleanup completed
Day 5
Monthly close
12 months
Consecutive on-time closes
15+ hrs/month
Founder time saved
The Challenge
A fast-growing e-commerce brand had books 6 months behind. The founder had no visibility on cash, couldn't produce reports for their lender, and was making business decisions based on bank balance alone. Their part-time bookkeeper couldn't keep up with transaction volume.
Our Approach
- 1Assessed current state and prioritized critical cleanup items
- 2Implemented Xero best practices and automated bank feeds
- 3Cleaned up 6 months of backlog in a focused 3-week sprint
- 4Established monthly close process with day-5 deadline
- 5Built custom management dashboard for real-time visibility
What We Delivered
Full historical cleanup (6 months)
Xero optimization and automation
Monthly close process and checklist
Management dashboard with key metrics
Ongoing monthly bookkeeping service
"For the first time in years, I actually know my numbers. I can make decisions with confidence instead of guessing."
Michael R.
Founder, E-commerce
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