Client stories
What readiness looked like for people who had to file anyway
These notes describe specific document problems, timing constraints, and outcomes — not star ratings.
“They caught three purchase invoices still sitting in a warehouse supervisor’s inbox. Filing was two days later than we hoped, but we avoided amending later. I still wish we had booked the mid-quarter check-in they suggested — the rush week was harder than it needed to be.”
“The document sort alone saved our bookkeeper a Sunday. Folders arrived labeled the way she files, not the way I dump email attachments.”
“Mid-quarter check-in found we had coded a deposit as revenue. Correcting it in May meant July’s readiness review was mostly confirmation. The findings call was blunt about one open credit note — useful, if slightly uncomfortable.”
“Hand-off session with our external preparer stopped us from ‘summarising’ caveats into nothing. Every deferred item stayed on the page.”
Extended story: two entities, one shared warehouse
A Lungching client ran retail and wholesale under separate registrations that shared a warehouse. Purchase invoices often landed in the wrong entity’s folder. Ahead of a January filing, we spent the first two days of the readiness review rebuilding which entity owned which receipts, then scored readiness only after the sort was stable.
The readiness note listed six caveats — mostly timing of credit notes — and a hold on one disputed supplier invoice. They filed on time for the clean entity and delayed the disputed claim rather than forcing it. The owner later booked a recurring mid-quarter check-in so the shared-warehouse mix-ups surface earlier.
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