Part 1
Orientation
2
Part 2
Catch-Up Simulation
3
Part 3
Dext exercise
4
Part 4
Xero exercise
5
Part 5
Client email exercise
6
Part 6
Wrap & Fit Report
Read — the brief
Catch-Up Simulation
Six-month reconciliation for a fictional client — Riverside Consulting Inc.

You have a fictional client with six months of unreconciled bank activity, a Dext inbox of 47 receipts, and a Drive folder of source documents. Your job is to reconcile the books, file the source docs cleanly, and reply to a client email waiting in your inbox.

The client emailed 4 hours ago asking when they can expect the reconciliation to be done. They expect a substantive reply within two hours during your stated working hours. Read their message carefully before you respond. Use the published rubric to understand how submissions are scored.

Deadline
Sunday, May 31, 2026 · 11:59 PM ET
Deadline details

Save a draft any time before then — only your final submit closes it. If you need more time, message Dayna before the deadline rather than after.

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 Open Gmail
Write — submit your work
Your deliverables
Save as a draft anytime. Final submit closes the deadline.
Drop your QBO export here, or browse.
Last saved 14 minutes ago

This is the Assessment Path. It's deliberately calm and evaluative — no points, 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.