Client Stories
Testimonials and case notes from trustees, treasurers, and accountants who use our reserve documentation services.
Trustee committee preparation
Client: Family estate trustee, Gyeongsang province
Engagement: Reserve Log Audit + first quarterly refresh
Situation: Three hardware wallets held reserves for a property sale escrow. The external accountant requested a reserve schedule before year-end; the trustee had only wallet addresses in a spreadsheet with no verification dates.
Outcome: We produced a bound log with custody notes for each device, witness attestation for the off-site storage location, and a reconciliation memo the accountant attached directly to working papers. The trustee presented the summary memo at the December committee meeting without follow-up questions.
Trustee note: “Our external accountant finally had a reserve schedule she could cross-check against the cold-wallet list without calling me three times. The bound log sits in our vault folder next to the property deeds.” — Hyeon-jin Park
Corporate treasury relocation
Client: Shipping logistics firm, Busan
Engagement: Documentation Setup + two quarterly refreshes
Situation: Treasury team relocated offices; two hardware wallets could not be located during the first refresh attempt.
Outcome: After a two-week search, devices were found in an archived safe. The refresh documented the relocation in amendment pages. The treasurer noted the delay was internal, not documentation-related.
Treasurer note: “The quarterly refresh took longer than I hoped because we had to locate two hardware wallets that had moved offices. Once located, the update itself was straightforward.” — Min-soo Chae
Accountant referral
Client: External accounting firm, Daegu
Engagement: Reserve Log Audit for client trust
Situation: Accountant referred a trust client whose digital-asset schedule consisted of a single line item with no custody detail.
Accountant note: “I needed something I could file—not a screenshot of a wallet balance. The reconciliation memo matched our working-paper format, which saved my team a full day of reformatting.” — Yuna Jeong, CPA
Mild reservation
Client: Small family foundation
Engagement: Trustee Consultation only
Note: The client chose consultation without proceeding to full audit. They found the session useful for understanding gaps but decided to handle initial documentation internally before engaging for verification. We consider this a reasonable outcome when budget cycles require phased spending.
Repeat engagement
Client: Manufacturing holding company
Engagement: Annual retainer (four refreshes + audit review)
Duration: Third consecutive year
Note: Refresh cycles now take half a day because custody procedures stabilized. The client values consistency of format across years for comparative review.