Client stories

Evidence from the fieldwork, not star ratings

These notes name the engagement type and the practical outcome. Voices differ in length because the work did.

“They pulled a sample that included our quiet annual plans, not only the loud monthly ones. Two proration errors we had waved through for months showed up with the exact invoice numbers attached.”

Mei-Ling Chen — Revenue operations lead, Taipei SaaS publisher
Engagement: Subscription Billing Audit
The document request list felt long at first, though once we had the exports ready the fieldwork moved quickly.

“Our renewal leakage review traced failed card retries that never reached a human queue. We recovered a cluster of reinstatements in the following billing cycle after their walkthrough.”

Daniel Wu — Finance manager, New Taipei subscription education firm
Engagement: Renewal & Churn Leakage Review

“I appreciated that the findings memo separated billing mistakes from policy gaps. It gave our board a clear list without pretending every issue needed a restatement.”

Hana Okada — CFO advisor to a regional media subscription group
Engagement: Subscription Billing Audit

“The pre-close readiness pass caught unbilled usage that would have sat until the next quarter. Timing was tight, but the short written checklist was usable the same afternoon.”

Arthur Lin — Controller, Sanchung-based B2B membership company
Engagement: Pre-Close Billing Readiness

“Credits had become a courtesy habit. Their proration check forced us to map each credit back to a clause — awkward for sales, necessary for finance.”

Sophie Huang — Customer accounting lead
Engagement: Proration & Credit Check

Extended note: annual-plan proration gaps

Publisher cohort, Taipei

A media subscription group asked for a full billing audit ahead of a board packet. Sampling across monthly and annual plans revealed two proration formulas that disagreed with the order-form language for mid-term seat changes. The findings memo listed invoice IDs, the contractual clause, and a suggested restatement range for finance — without claiming a statutory opinion. Remediation began with a freeze on manual overrides until the catalog fields matched the written terms.

Membership company, Sanchung

A pre-close readiness pass flagged unbilled usage that would have slipped into the next quarter. The controller used the same-afternoon checklist to open invoices before the close meeting. The team later commissioned a renewal leakage review when retry logs showed failed cards never entering a human queue.