Case Studies

HBD Chartered Accountants

Month-end at HBD is now 40–60% faster.

We trained their floor on live books. Repeat work dropped. The same team now closes more, sooner.

+60%

Faster month-end close

7 → 3

Days to close the books

+40%

Files cleared each week

01

The challenge

Month-end ate the week. The same entries. The same chase. Close always late.

  • A full week to close, every cycle
  • Repeat entry on numbers already in the books
  • Files waiting while the floor chased sheets

Where the week went

Close time 7 days
Repeat entry High
Files waiting Backlog

02

What we built

Training on their live books. Playbooks the desk opens on Monday. No new software pile.

  • Sessions on real files — not slides
  • Repeat-entry steps they reuse each close
  • A close list with owners, not a memory

The work

01

Map the books

Live files, live work

02

Train the floor

Same team, new steps

03

Close playbook

Opened every month-end

03

The result

Same team. Close in 2–3 days. More files out the door. No extra hire.

  • 40–60% faster month-end close
  • 50% less time on repeat entry
  • +40% more files cleared each week

After training

+60%

faster month-end close

vs last quarter

Month-end close +60%
Repeat entry time −50%
Files cleared / week +40%

Before

Full week to close

After

Close in 2–3 days

Want this on your floor?

Same training. Your files. We map it on a call — not a guess on this page.

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