Client stories

Evidence from companies we have audited

Remarks from finance leads and owners after statutory audits, interim reviews, and agreed-upon procedures—specific to the work, not generic praise.

They spent a full morning on our bonded warehouse count and caught a cut-off issue on export lots we had missed in the draft pack. The opinion arrived two days after we cleared the last bank reply.

Haruka MoriFinance Director, coastal seafood processor · Statutory Financial Audit

The interim review letter was plain enough for our Tokyo lender, though I wish we had sent variance notes earlier—their queries on freight accruals took a week we did not budget for.

Kenji WatanabeManaging Director, regional trading company · Interim Review Engagement

For the royalty clause test, Umibe listed every procedure in the engagement letter so our licensor knew exactly what would be reported. No opinion language, just the facts we needed.

Elena ForsythOwner, specialty tea blender · Agreed-Upon Procedures

First-year audit after we outgrew compilation. Opening inventory took longer than we hoped, but the partner explained each adjustment in person rather than burying it in jargon.

Sota NakamuraCEO, precision parts manufacturer · Opening Balance & Transition Support

Our board uses the management letter as a working checklist. Last year’s point on journal approval is closed; this year they pushed us on related-party rent wording instead.

Aya FujimotoCompany secretary, family holding company · Statutory Financial Audit

Extended story: first-year audit for a parts manufacturer

Manufacturing workshop with metal parts on workbenches

Sota Nakamura’s precision parts company had used compilation services until a bank facility required a full audit opinion. Opening inventory was the hard piece: three storage rooms, consignment lots mixed with owned stock, and no prior count attendance notes.

We spent two planning meetings mapping locations, then observed the count with two seniors. Three lots tagged as owned proved to be consignment; the adjustment reduced inventory and clarified the related-party note for the family holding company that supplied tooling.

Clearance took eleven days longer than the first draft timetable because a foreign-currency account confirmation was slow. The partner kept the board updated weekly so the delay never became a surprise. The opinion was issued in time for the covenant pack, and the management letter focused on dual review of inventory adjustments rather than a long list of cosmetic points.

Opening balance & transition support →