The culprit?

‍New "open banking" security protocols had triggered a chain reaction, scrambling months of financial data. By January 2025, her books resembled a game of 52-card pickup. Vendors needed payment. Tax deadlines loomed. Her newly hired CPA moved at glacial speed.

What followed was a masterclass in modern financial triage—and a testament to the Athlone team.

The Perfect Storm

Janice’s crisis hit during peak season. Her practice, which specialized in mental health support for frontline workers, was inundated with referrals.

Meanwhile:

• Payroll discrepancies threatened employee trust
• Unreconciled transactions obscured cash flow visibility
• Mounting stress began impacting client care

"I felt like I was flying blind," Janice recalls.

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Day 3: The Breaking Point

By mid-January, Janice's CPA had only managed to flag the problem—not fix it.

"I realized I needed someone who spoke QuickBooks like a first language," she says.

A frantic Google search led her to the CPA, QB ProAdvisor team at Athlone.

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The 7-Day Turnaround

Day 1: We conducted a forensic audit of the disconnected accounts, identifying 412 mismatched transactions.

‍Day 2: We rebuilt the chart of accounts from scratch, implementing failsafe reconciliation protocols.

‍Day 5: November’s books were fully restored, with annotated notes explaining every adjustment - including recovered tax deductions Janice had overlooked.

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The Ripple Effect

The resolution extended beyond spreadsheets:

Sleep quality? "Let’s just say my Fitbit finally stopped yelling at me," Janice laughs.

But the real victory came in unexpected form: Janice’s renewed confidence. "I’d viewed finances as this untamable beast. Now I see them differently."

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A Blueprint for Clarity

Janice’s story underscores three universal truths for founders:

Speed matters: In financial crises, hours compound. Athlone’s swift response threshold prevented $18k in potential penalties.

Prevention trumps cure: Athlone implemented automated checks that now flag discrepancies in real time—no more monthly surprises.

Janice’s Verdict:

"Athlone were truly responsive and helpful!! I'm so relieved for their swift help."

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Reflecting on your numbers?

Athlone Partners specialize in turning this financial fog into clarity you can act upon. If you’re facing an urgent crisis or simply want to stop dreading your books, our team speaks your language.

The question isn’t whether you can afford expert help—it’s whether you can afford the chaos without it.

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