Client stories

Evidence from real close weeks

These notes come from finance teams who invited us into their freeze window. They mention specific accounts, timing constraints, and what changed afterward — not generic praise.

“They caught a revenue cut-off shift on a consignment shipment that would have inflated the month by almost NT$2.4 million. The briefing for our CFO took twenty minutes and used language she already speaks.”
— Mei-Ling Hsu, Controller, electronics distributor, New Taipei

“I wished we had started the issues log two days earlier — a few reconciliations were still open when they arrived. Still, the ranked findings meant we knew which journals to reverse before the package went to the board.”
— Kenji Watanabe, Finance Manager, logistics group

“Our bank reconciliation had carried the same uncleared items for four months. The deep-dive rebuilt the schedule from statements and cash receipts; two items were genuine timing, the rest were coding errors we finally cleared.”
— Yu-Ting Chao, Assistant Controller, food importer

“Close-week coaching kept me from locking eliminations before the subsidiary accruals were final. That sequencing tip alone saved a reopening of the consolidation workbook.”
— David Park, newly appointed Controller, plastics manufacturer

Extended story

Three-entity close under a shortened parent deadline

A Taoyuan manufacturer faced a parent reporting cut from T+8 to T+5. Their close owner was new to eliminations. We ran a month-end close audit on the December package while Aria coached sequencing on the floor.

Material findings centred on an inventory in-transit cut-off between two plants and an intercompany royalty accrual booked against the wrong period. The issues log ranked both above cosmetic presentation items. By freeze, the team had reversed the royalty, supported the in-transit with shipping notices, and delivered a board pack without the usual Monday scramble of post-close journals.

They retained us for the following two closes at a lighter sample depth once the calendar habits settled.

Desk with documents, calculator, and coffee during financial review

Extended story

When prepaid schedules quietly drifted

A Taipei services firm kept reporting stable prepaid balances while contract start dates had shifted after a major client renegotiation. Our reconciliation deep-dive compared the prepaid schedule line-by-line to signed amendments.

Six contracts needed re-amortisation. The adjustment was uncomfortable in the month it landed, yet the controller preferred a clean catch-up over another year of silent drift. We left a monthly checklist keyed to contract amendment dates so the schedule owner would notice the next shift earlier.