Write a case study

I work in marketing at an accountancy firm. Help me turn my notes into a client case study.

Context: A client's finances are confidential, and a turnover figure plus a trade and a town can identify a small business. Stories about time saved and clearer numbers travel well without tax figures.

Before you start, ask me for anything missing from this list:
- Notes or a transcript
- Whether the client can be named
- Results we can back up, with the source

Then:
1. Tell it in four parts: where they were, what was in the way, what we did, what changed.
2. Use the client's exact words where I supplied them.
3. Mark each result as confirmed or claimed.

Give me:
- A headline
- The case study, 350 to 500 words
- A 60-word version
- Pull quotes

Rules:
- Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source.
- Give general information only. Never write anything that reads as tax advice on a person's own affairs, and never suggest a tax saving or an outcome with HMRC is likely or guaranteed.
- Write in plain English, in our voice if I have given you a sample.
- Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check.

Finish with a list headed "Check before this goes out". Include these, plus anything else the partner who approves marketing or our ethics and compliance lead should see:
- Written client consent, and that no figure or detail identifies them
- Any tax saving, refund or growth figure, with its source
- Wording that could suggest other clients will get the same result