Client stories

What finance leads noticed after the pack landed

Comments below refer to specific engagements—records preparation, fieldwork support, health reviews, and documentation packs—not generic praise.

“They rebuilt our fixed-asset register before the auditor arrived. We still had two stubborn intercompany balances, but the rest of fieldwork finished a week earlier than the prior year.”

“I expected templates. What we got was someone sitting with our bookkeeper and asking why suspense never cleared. Mildly uncomfortable, thoroughly useful.”

“During fieldwork they tracked every PBC item so I could stay on customer calls. Not glamorous work, but it kept the auditor from chasing me twice for the same schedule.”

“The compliance pack meant our warehouse finally had a place for count sheets that was not a shared drive named ‘final_final’. Onboarding a new clerk took half a day instead of a week of guessing.”

“We hired them after a bank asked for audit-ready packs mid-covenant review. The fee stung for a quiet quarter, yet the covenant conversation got shorter because the evidence was already organised.”

Extended story

Precision parts manufacturer · Taichung

The company faced its second statutory audit with a fixed-asset register that still lived in three spreadsheets. We spent the first week merging serial numbers and disposal dates, then rebuilt the roll-forward to match the general ledger. Fieldwork opened with two open intercompany questions the owners already knew about; everything else cleared in the first sample wave. The finance manager kept her bookkeeper in the room throughout so the naming convention would survive the next close.

Extended story

Food distributor · mid-covenant review

A lender asked for audit-ready packs outside the usual year-end cycle. We ran a compressed Books Health Review, then a focused records preparation for receivables and inventory cut-off. The covenant meeting shortened because shipping evidence and aging listings arrived in one folder structure. The fee landed in a quiet quarter; the owner later said the real saving was avoiding a second scramble when the statutory auditor arrived three months later.