Client stories
Evidence from engagements, not star ratings
These notes come from finance leads who hired us for a specific audit question. Names appear with permission; some company details are generalized.
“They spent two full days in our Keelung Road conference room walking through aging schedules we had not opened properly in years. The risk register they left was blunt in places, which our board actually preferred.”
“The internal control review caught a dual-approval gap on foreign-currency payments. Fixing it took a week; finding it ourselves would have taken a quarter.”
“I wished we had started the pre-loan diligence two weeks earlier — our data room was messy and that showed in the first memo. Once documents were complete, their working-capital narrative helped our bank meeting stay factual.”
“Quarterly compliance visits keep our risk register from becoming a forgotten PDF. The team is efficient; they do not reinvent the whole audit every time.”
Extended note
Manufacturer board pack before a refinance
A northern Taiwan manufacturer asked for a financial risk assessment audit eight weeks before meeting relationship banks. Concentration risk sat with three overseas buyers; inventory turns had slowed after a product-line expansion.
Fieldwork sampled receivables over ninety days, tested cut-off on export shipments, and walked the inventory count instructions used at two warehouses. The closing register rated buyer concentration as high impact and recommended covenant language that acknowledged seasonality rather than ignoring it.
The CFO later told us the blunt tone helped the board approve a smaller facility with clearer reporting triggers. Not every finding was comfortable to present — and that was the point of hiring an outside team.
Share the decision behind your next audit
We will tell you honestly whether a full risk assessment, a narrower control review, or diligence support fits.