A credit-card reconciliation cleanup: duplicates found, balances aligned.
A business-services company’s 2025 credit-card records carried duplicate transactions and wrong categories. This is what the CEO’s Clutch review says was wrong, what was done, and what changed — in the client’s own words wherever possible. The client is not named.
Problem: credit-card records with duplicate transactions and incorrect categorizations that made the financials unreliable. Scope: reconciliation cleanup for 2025. Corrections: credit-card reconciliation, duplicates identified, categorizations and transfer recording corrected, guidance on bookkeeping structure.
Outcome: in the client’s words, “all balances are now aligned with bank statements.” CPA-readiness: the review does not mention tax preparation or a CPA, so this case study makes no claim about it.
Duplicates and wrong categories in the card records.
Before working with TechBrot, Inc, my credit card records had multiple duplicate transactions and incorrect categorizations, which made the financials unreliable.
That is how the CEO described the starting point: duplicates and categorization errors that were, in the review’s words, “affecting the accuracy of my financials.”
Reconciliation cleanup for 2025.
The engagement, in the client’s words: “We hired TechBrot, Inc for reconciliation cleanup for 2025.” The review says the primary focus was credit-card reconciliation and cleanup, and that the work went beyond it into transaction categorization, duplicate entries and how transfers were recorded.
What was corrected.
The review describes a “detailed credit card reconciliation and cleanup for 2025,” and lists what it found and fixed:
- Duplicate transactions identified and resolved — “dozens of duplicate transactions throughout my credit card records, including several entries that were recorded multiple times.”
- Categorization corrected — including “transfers being incorrectly treated as expenses.”
- Transfer and payment recording corrected — “ensuring everything aligned properly with bank statements.”
- Guidance on bookkeeping structure — “which will help maintain accurate financials going forward.”
Balances aligned with bank statements.
After the reconciliation and cleanup, all balances are now aligned with bank statements, duplicate entries were identified, and key categorization issues were corrected.
On reporting, the CEO wrote that “the data is much cleaner, and reports are easier and faster to review,” and: “I now have more confidence in using my financials to make business decisions.” On the engagement itself: “What stood out the most was TechBrot Inc’s attention to detail.”
Not covered by the record.
The review does not mention tax preparation, a CPA, or a year-end handoff, so this case study makes no claim about them. What the record does establish is the reconciliation: card balances aligned with bank statements for 2025.
Client review · Business services · CEO · Clutch engagement
This case study uses only what the client wrote in the review. Read it in full at the source and compare.
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