One engagement, four labelled blocks. No name until consent.
Knotledger is shipping its first round of client engagements and collecting written permission before any story is published. This page carries the reusable template every completed engagement will fill in — the same four blocks, in the same order, so a reviewer can compare engagements side by side. The card below is the template rendered empty.
Case study · Template
Engagement #01 — placeholder
The shape a real Knotledger story will fill in once written permission is on file. No name on the card until a client consents to being named; no metrics are quoted here that were not earned on the engagement.
Business snapshot
Three lines about the business as it sat on day one of the engagement. The shape of the company, not the shape of the problem.
- Sector
— Pending · placeholder until a real engagement fills the field.
Industry or vertical the business operates in.
- Size
— Pending · placeholder until a real engagement fills the field.
Annual revenue band, headcount, or another proxy for volume.
- Prior tooling
— Pending · placeholder until a real engagement fills the field.
The bookkeeping software the file was already running on (QuickBooks / Xero / Wave / spreadsheets).
Before-state
The honest accounting of what the file actually looked like when Knotledger opened it. Not a sales pitch — a field report.
- Months owed
— Pending · placeholder until a real engagement fills the field.
Number of months the books were behind when the engagement started.
- Transaction count
— Pending · placeholder until a real engagement fills the field.
Approximate volume of unrecorded or mis-recorded transactions to repair.
- What the mess looked like
— Pending · placeholder until a real engagement fills the field.
The named shape of the disorganisation — duplicate Stripe payouts, owner draws through the office-supplies account, an out-of-balance trial balance, missing receipts.
Scope engaged
Which Knotledger tier was the right fit, and exactly what was repaired. Named, not summarised.
- Knotledger tier
— Pending · placeholder until a real engagement fills the field.
The flat-fee tier from /pricing the engagement landed on.
- What was repaired
— Pending · placeholder until a real engagement fills the field.
The list of items written up, restated, reconciled, or reclassified — phrased as actions, not outcomes.
Outcome
What the file looks like now, what the CPA now sees opening it, and — pending consent — one quotable client line.
- New monthly-close cadence
— Pending · placeholder until a real engagement fills the field.
How the business intends to keep the file current going forward (in-house, a new bookkeeper, Knotledger light-touch, etc.).
- What the CPA now sees
— Pending · placeholder until a real engagement fills the field.
The state of the file on hand-back day — trial balance closes, all accounts reconciled, the hand-back memo present.
- Client quote
— Pending · placeholder until a real engagement fills the field.
One quotable line from the client about the engagement — placeholder until written consent is on file.
Why the card sits empty
No fabricated client story on a marketing page.
Publishing a fake client — round numbers, composite quotes, a placeholder name styled to look real — would be the wrong default for a bookkeeping service. Knotledger’s position is straightforward: a real engagement gets published only after the client signs off on the version of the story we want to tell. Until then, the template above renders empty.
- Every field is typed
string | undefinedand renders a muted “Pending” line where the value would be filled in for a real client. - The card sits at “Template · pending consent” until a real engagement has finished and consent is on file.
- Once the first round of engagements closes and clients opt in, the same template is duplicated per engagement — same four blocks, same order, same labels.
Next step
Your engagement could be the first card that fills in.
Send the intake — six short fields, a flat-fee quote, and a written scope with no sales call required. If at the end of the engagement you consent to a short case study in this exact shape, the same template above gets duplicated and filled in with your numbers and a quote. If you would rather not, the card stays a template.