Client stories

Evidence from recent cycles

These notes come from audit leads and controllers who booked a scripted engagement, workshop, or readiness review — not from anonymous rating widgets.

“They rebuilt our disbursement checklist so Tuesday’s sample actually matched the ledger extract. The first day still ran long — evidence folders were thinner than we admitted — but by Thursday the issue sheets were usable for the audit committee draft.”

Mei-Ling Chen · Internal Audit Manager · Kaohsiung manufacturing group · Scripted Internal Audit Engagement

“We only booked the readiness review. The punch-list saved our scheduled fieldwork week; two approval matrices were sitting in the wrong shared drive.”

Harold Wu · Finance Controller · Taipei trading company · Pre-Audit Readiness Review

“The workshop forced us to name who asks for the warehouse cut-off memo. We still rewrote two script steps after the dry run, which was expected.”

Ivy Lin · Senior Auditor · Taichung electronics firm · Checklist Script Design Workshop

“Facilitation days kept interviews on the checklist instead of process storytelling. I would have preferred earlier travel booking to Taipei — we lost a half day to trains.”

Daniel Park · Audit Lead · Multi-site retailer · Fieldwork Facilitation Days

Case note: month-end revenue cut-off

A Kaohsiung manufacturer asked us to script revenue cut-off after three quarters of late shipping memos. We paired bill of lading samples with invoice dates, added a warehouse memo step on day one, and facilitated four fieldwork days. Management accepted two findings on delayed cut-off sheets; a third observation on weekend shipments was deferred pending a policy rewrite.

Case note: bilingual board pack

A Taipei trading company needed English findings while vouchers stayed in Chinese. During a readiness review we built a glossary into the checklist cover and required source-language citations on every exception sheet. Closing week translation time dropped from two nights to a single afternoon for the audit lead.