Client stories
What finance teams said after the close
Comments reference specific engagements—trail reviews, desk days, workshops, and readiness checks—not generic praise.
Month-End Close Audit Trail Review
They spent the first morning on our cash and revenue packs only—not a tour of the whole ERP. By day three we had a clear list of missing sign-offs from the December close. The write-up was blunt about our intercompany folder, which we needed to hear.
Mei-Ling Chen
Financial Controller, electronics manufacturer, New Taipei
Close Desk Support
Close Desk Support covered the two peak days when half the team was on leave. Evidence chasing was faster than I expected, though we still had to decide write-offs ourselves—which was correct.
James Wu
Accounting Manager, retail group, Taipei
Reconciliation Evidence Workshop
The workshop forced reconcilers to attach bank correspondence instead of typing “pending.” A few people found it strict, but our January binder looked like a binder for the first time in a year.
Hana Lin
Assistant Controller, logistics firm
Period-End Readiness Assessment
Readiness Assessment two weeks out flagged three aged AR items we had planned to “handle later.” We cleared two before lock; the third stayed open with a proper note. External audit asked fewer follow-ups on those lines.
David Huang
Finance Director, food processing, Taoyuan
Longer engagements
Month-End Close Audit Trail Review
Three-entity close trail rebuild after staff turnover
A Taipei holding company lost two senior accountants between Q3 and Q4. The December close still closed on time, but the evidence folders were inconsistent across subsidiaries.
Datafluxx ran a Month-End Close Audit Trail Review across three entities sharing one close calendar. Fieldwork sampled journal packs for revenue cut-off and inventory adjustments, then compared binder indexes. The remediation brief introduced a single naming scheme and a late-approval log. The controller kept ownership of postings; our role stopped at the trail map and the first remediation workshop. One reservation from the client: remote sampling of paper vouchers was slower than on-site—subsequent days moved to their office.
Anonymous by request — Group Finance, Taipei
Period-End Readiness Assessment
Pre-year-end readiness for a single operating company
A Juifang-area manufacturer wanted an independent view before the December lock, without commissioning a full trail rebuild.
A Period-End Readiness Assessment reviewed the checklist against open reconciling items and cut-off memos. Findings centered on payroll accrual support and an aging suspense account. The team cleared the suspense before board reporting. No software changes were proposed; the deliverable was a two-page readiness note and a short call with the controller.
S. Park — Controller, manufacturing