CASE STUDY
The spreadsheet that ran the office became a program.
An accountancy practiceProfessional servicessample layout
This is a sample of how we lay a job out — the business isn't named and no numbers are invented. Real client work replaces it as each one is cleared to show.
THE SITUATION
One workbook, twelve versions, and a deadline calendar only one person fully understood. Every January was a held breath.
WHAT WE DID
Three moves, in the order that paid.
01
The workbook, rebuilt properly
Same job, one window — with rules that stop the data going wrong in the first place.
02
Deadlines that chase themselves
Who owes what and when, visible to everyone instead of living in one head.
03
Documents straight to the printer
Letters, checklists and summaries laid out correctly, every time.
WHAT SHIPPED
- A Windows & Mac program
- Spreadsheet import
- Deadline tracking
- Printed document packs
WHAT CHANGED
January stopped depending on one person's memory.
Every week after launch, the same report: what shipped, what it brought in, what needs a decision. No meetings, no chasing an account manager.
Tell us what's going wrong. We'll tell you straight.
No forms, no calls — a straight answer in chat.