Diagnosis Case 01 / 06 Month-end takes the team a full working week
Exports from the job system. Exports from the POS. Manual journals for shared services. Chasing the missing supplier bill. Reconciling the bank feed against a spreadsheet of received payments.
Five days a month, every month, the finance team is doing work the systems should be doing.
We wire the systems together so month-end is a review exercise, not a data-entry exercise. Bank rec runs continuously; intercompany journals generate automatically; the management pack drafts itself from live dashboards. The finance team turns up on Day 1 and reviews instead of assembles.
Diagnosis Case 02 / 06 The same customer exists in three different systems
Customer A in Xero. Customer A Pty Ltd in HubSpot. A_Customer (account 1207) in the job platform. Three records, three versions of the truth, and nobody knows which one is current.
When a balance is wrong or an invoice goes to the wrong contact, the cleanup eats half a day.
We build the connection layer that keeps one customer record consistent across every system. Updates flow both ways with conflict-resolution rules. Duplicates get caught at the door rather than reconciled at the back.
Diagnosis Case 03 / 06 Migrating from MYOB to Xero feels like a year-out-of-the-business event
Quotes vary from "two weeks" to "three months". Bookkeepers warn about lost history. The team is nervous about cutover. So the project sits on the shelf for another year.
Meanwhile the old system gets more expensive and harder to support.
We run migrations as a structured project with a sandbox cutover, parallel-running, contact and chart-of-accounts mapping, and history preserved cleanly. MYOB↔Xero, QuickBooks→Xero, Reckon→Xero, MYOB→NetSuite, Xero→Business Central. Most migrations run in 3–5 weeks end-to-end.
Diagnosis Case 04 / 06 Bank reconciliation is a Friday afternoon spreadsheet
Payments arrive in Stripe, Square or directly to the bank. The accounting system waits for the bank feed. The bookkeeper spends Friday matching payments to invoices in a spreadsheet, fixing exceptions, escalating the ones that do not match.
The rec sometimes carries over to Saturday morning.
We wire the payment processor straight to the invoice. When a customer pays a Xero invoice via a Stripe link, the payment matches the invoice the same minute. The bank feed becomes confirmation, not the source of truth. Exceptions get flagged the moment they appear instead of the moment someone notices.
Diagnosis Case 05 / 06 Practice client onboarding is death by a thousand paper cuts
For accounting and bookkeeping firms: a new client lands, you ask for their MYOB file, you discover the chart of accounts has 300 line items, contact records are half-empty, GST tracking is partial, last quarter's BAS has discrepancies.
Onboarding is mostly cleanup. The first three months are unprofitable.
We build practice-side workflow tooling that automates document collection, validates client data on ingestion, flags exceptions for review and produces a clean trial balance inside two weeks. Onboarding moves from a quarter to a fortnight.
Diagnosis Case 06 / 06 Reporting is a three-hour weekly spreadsheet exercise
Owners want weekly visibility: revenue, margin by line of business, debtor days, cashflow. Most accounting teams produce that by exporting from the GL, from the job system, from the POS, and assembling a spreadsheet by hand.
Same task, every week, three hours each time. The team that should be advising is doing data entry.
We pull data out of the accounting system and the operational systems into a single dashboard layer — Power BI, Looker or bespoke. Updates continuously. The weekly meeting opens with current numbers, not last week's spreadsheet.
