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Journal

Field notes for finance teams

Short articles rooted in the questions that arise during planning meetings and warehouse counts — written for accountants closing Taiwanese books.

Bank documents and correspondence arranged on a wooden desk

Preparing bank confirmations before fieldwork begins

How finance teams in Taiwan can reduce confirmation delays that stall substantive testing of cash and borrowings.

 Printed charts and financial notes used in a planning discussion

Talking through materiality with owner-managed companies

A plain-language look at how auditors set materiality and why owners should care about the thresholds chosen.

 Warehouse aisles with stacked inventory ready for physical count

Making inventory count observation go smoothly

Practical steps for warehouse teams when auditors attend the year-end physical count.

 Person reviewing contracts and notes during a financial close

A working checklist for related-party disclosures

What finance teams should assemble before auditors test related-party balances and narrative disclosures.