Year-End Support
Stand beside your team during fieldwork: respond to auditor queries, tighten cut-offs, and keep the engagement calendar on track.
Taichung practiceIntelli Data
Financial records prepared so auditors, banks, and owners can read the same story.
We help SMEs organise ledgers, supporting schedules, and source evidence before fieldwork begins—so year-end audits and covenant reviews start from a complete pack, not a scramble.
Flagship engagement
Audit-ready records for owner-managed firms
When your auditor or lender asks for a pack, you need trial balance tie-outs, aged listings, and folders that match the questions they will ask first—not a new system to learn.
Our primary engagement rebuilds or tightens your year-end working papers: reconciliations, fixed-asset roll-forwards, receivables aging, and a documented open-item list. You keep your existing bookkeeper and auditor; we make the evidence usable.
Related engagements
Support around the audit calendar
From a recent year-end
“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.” Mei-Ling Chen · Finance manager, precision parts manufacturer
How an engagement runs
Scoping call, gap list, hands-on cleanup, then a handoff pack your auditor can open without decoding filenames.
Field notes
Practical reading for finance leads
What auditors ask for in the first week
The early PBC list is predictable. Knowing which schedules land first helps SME finance leads avoid scramble mode.
Cut-off mistakes that trip up trading firms
Goods in transit and bill-and-hold arrangements create year-end noise. Here is how to document ownership so the numbers hold.
A close checklist for owner-managed SMEs
When the owner also signs cheques, month-end needs a short, stubborn list—not a textbook close manual.