Client stories

Evidence from completed engagements

These notes come from organizations that asked us to test expenditures, prepare for funder visits, or confirm that corrective actions held.

“They sampled our drawdowns for two research awards and caught a consultant invoice that had been coded to the wrong grant. Fixing it before the ministry review saved us a painful explanation later. The report took a week longer than we hoped because our subfolders were a mess—that delay was on us.”

Mei-Ling Chen · Finance manager, university research office · Grant Compliance Audit

“We needed a readiness pass before spending the first tranche of a foundation award. Analytic NW walked our chart of accounts against the agreement and rewrote our filing checklist in plain language. New hires still use that list.”

James Wu · Program director, Taipei nonprofit · Pre-Award Readiness Review

“Our prime award had four partners. The monitoring memos gave us a consistent way to ask for missing timesheets without sounding accusatory. Two partners still struggle with deadlines, but at least our files show we followed up.”

Hana Park · Grants coordinator, bilateral health project · Subrecipient Monitoring Support

“After last year’s questioned costs, we asked them to re-test the same areas. The follow-up confirmed three fixes held and one still needed stronger allocation notes. That honesty mattered more than a clean bill we would not have believed.”

Wei-Ting Huang · Controller, vocational training consortium · Corrective Action Follow-Up

Extended case

University research office — dual award year-end

A Taipei research office held two ministry-linked awards with overlapping staff. Drawdowns looked orderly, yet timesheets showed round percentages that never varied month to month. Our Grant Compliance Audit sampled payroll for six months, interviewed three investigators, and traced consultant invoices that had been split by convenience rather than activity.

Findings: two cost transfers lacked contemporaneous justification; one consultant agreement omitted the award number. The office re-certified effort for the open quarter, amended the consultant file, and entered the ministry review with a documented remediation log. The audit took five weeks because ledger extracts arrived in three batches—an operational lesson the controller now builds into next year’s close calendar.

Extended case

Nonprofit consortium — foundation closeout

A four-partner training consortium needed Subrecipient Monitoring Support before foundation closeout. Partner files were uneven: one partner kept pristine invoice binders; another stored receipts in messaging apps. We issued a common file index, reviewed each partner against it, and wrote monitoring memos the prime could attach to its closeout package.

Two partners cleared quickly. One required a follow-up visit to reconstruct travel claims. The foundation accepted the closeout with a minor condition on future travel documentation—narrower than the repayment risk the board had feared at the start of the engagement.

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