Client stories
What trustees and finance leads said after fund expense reviews — including one reservation.
Short notes from recent work
“The sample caught twelve travel claims without boarding passes. We had been accepting screenshots. Cleaning that before year-end saved an awkward exchange with our major donor.”
“I wished the first draft had ranked exceptions by board risk more clearly — we asked them to reshuffle, and the second version was tighter. The closed-session walkthrough with two trustees was useful.”
“They refused to expand into a full forensic review when we asked mid-engagement, which frustrated us at the time. Looking back, keeping the scope on expense attributes kept the briefing readable.”
Extended story: matching-fund drawdown
A Hong Kong arts foundation needed comfort over a matching-fund tranche before submitting figures to a government bureau. Cloud Computing sampled forty disbursements against the grant letter’s eligible cost categories.
Three invoices sat in a related cost centre that the bureau would not accept. Two consultancy payments lacked the dual approval the deed required for amounts above HKD 20,000. Management corrected the coding and obtained late approvals where still valid; the exception log recorded the rest for board attention.
The trustee pack ran to four pages: population, sample, exceptions, and management responses. The bureau submission went out on the planned date.