Testimonials
Accounting office, Fengshan — Workflow Assessment
After the workflow assessment, our three-person tax team finally agreed on one intake checklist. The first month was awkward — people kept asking where the old sticky notes went — but by the second filing cycle we stopped duplicating client calls.
Lin Mei-Hua, office manager · 14 staff · completed March 2025
Legal consultancy, Kaohsiung — Handover Documentation
The handover documentation session took longer than I expected because we had to dig up forms nobody had touched in years. Still worth it: our new clerk handled December VAT submissions without calling me on holiday. I wish we had done this two years earlier when our previous manager left.
Chen Wei-Ting, partner · 9 staff · completed November 2024
Insurance agency, Tainan — Process Mapping
We mapped our claims intake in one afternoon. The flowchart looked simple on paper — which embarrassed us, because we’d argued about the same steps for months. We taped it above the copier and reference it in Monday meetings.
Tsai Rong-Hui, branch supervisor · 7 staff · completed June 2025
Architecture studio, Kaohsiung — Quarterly Retainer
Honest feedback: the first quarterly visit felt like we were being checked on. By the third quarter it became useful — Huang noticed we’d quietly reverted on filing naming and helped us adjust before a client audit. Mild frustration at first, genuine help later.
Kao Yu-Chen, studio director · 11 staff · retainer since January 2025
Extended case: Tax office filing reorganisation
A fourteen-person accounting firm in Fengshan contacted us in February 2025, three weeks before the annual business income tax rush. Client folders lived in three cabinets with different labelling systems depending on who set up the account.
Challenge: Intake staff and tax preparers used different naming conventions. Partners discovered missing attachments only at review stage, causing overnight rework.
Engagement: Office Workflow Assessment over two and a half weeks, followed by a Process Mapping Session on VAT preparation.
Outcome: Unified intake checklist adopted within six weeks. Partner review time on standard returns dropped noticeably — the office manager tracked fewer after-hours callbacks in the first filing cycle, though they cautioned that April is always unpredictable.
Duration: Assessment delivered March 2025; mapping session April 2025; quarterly retainer ongoing.