Day 3 of 10 1d 14h to deadline
Day 1
Orientation & tool readiness
2
Days 2 – 4
Catch-Up Simulation
3
Day 5
Dext OCR drill
4
Day 6
Xero bank-feed drill
5
Day 7
Client email drill
6
Days 8 – 10
Wrap & Fit Report
Catch-Up Simulation
Six-month reconciliation for a fictional client — Riverside Consulting Inc.
Submit by Thursday 5:00 PM ET

You have a fictional client with six months of unreconciled bank activity, a Dext inbox of 47 receipts (some misclassified, one duplicate, several missing GL codes), and a messy Drive folder of source documents. Reconcile the books, file the source docs cleanly, and reply to a client email waiting in your inbox. Use the published rubric to understand how submissions are scored.

Source files
Bank statements (Jan – Jun 2026) PDF · 2.1 MB Download
Sandbox QBO — Riverside Pre-signed Open
Sandbox Dext inbox 47 receipts Open
Drive source-docs folder 12 files Open
Email from client (awaiting reply) 4h ago Open Gmail
Submit your deliverables
Drop your QBO export here, or browse.
Last saved 14 minutes ago
Published rubric Sandbox tenant credentials Ask Dayna (Google Chat)

This is the Assessment Path. It's deliberately calm and evaluative — no XP, badges, streaks, levels, Quests, team wall, or Kudos. The full progression system activates after your assessment if you're converted. For now, just focus on doing the work the way you would for a real client.