CLIENT STORIES · 2016–2026
Evidence from completed commissions
Accounts from finance directors, operations leads, and family shareholders who received bound folios and on-site walkthroughs.
Short accounts
The cash runway folio separated payroll-critical weeks from capex periods—our credit officer at Daegu Shinyeong finally stopped asking for a single average burn rate.
— Yoon Ji-won, Treasury Manager, Hansung Agricultural Supply
Branch atlas cards survived a month in managers' coat pockets without lamination peeling. Footfall correlation at our Pohang outlet was clearer than the ERP export had ever been, though the initial data request list felt long.
— Choi Eun-kyung, Regional Manager, Southeastern Home Goods
Professional throughout, but I would have preferred the draft one week earlier before Chuseok. The final margin bridge still held up in our supplier meeting.
— Kim Min-seok, CFO, Daegu Precision Components
Annual planning chart set aligned to our April fiscal start without us re-labeling months. Headcount overlay matched HR's spreadsheet on first comparison.
— Kang Seo-jun, Finance Director, Gyeongju Ceramics Group
Case: Gyeongju Ceramics Group — annual planning chart set (2025)
Gyeongju Ceramics runs two kilns and four retail galleries across northern Gyeongsang. Their April fiscal year clashed with off-the-shelf calendar templates. Finance Director Kang Seo-jun commissioned a twelve-month forecast folio with headcount and kiln maintenance capex overlaid.
We received trial balance extracts and maintenance logs in May. Draft review in June surfaced a mismatch in gallery staffing assumptions—resolved by a half-day call with HR. Final binding delivered in July ahead of an August shareholder meeting in Gyeongju.
The shareholder session ran without projector use; directors referenced page numbers from the printed folio when questioning kiln capex timing. Kang noted afterward that one gallery manager requested pocket summaries—a follow-on branch atlas commission scheduled for Q1 2026.
Constraint encountered: Maintenance log categories required remapping to match finance’s capex codes—added four days to the timeline.
Outcome: Shareholder approval of capex schedule without requesting a revised spreadsheet export.
Case: Daegu Precision Components — margin bridge for Plant Two (2025)
Plant Two at Daegu Precision experienced yield loss on a new alloy batch while unit volume stayed flat. CFO Kim Min-seok needed a margin bridge for the board that tied variance to physical events, not only GL codes.
We limited the bridge to five verified steps after journal review with the plant controller. The A3 spread inside the Q3 briefing pack let directors follow cause before effect. Kim used the same chart two weeks later in a supplier negotiation over raw material index adjustments.
Reservation: Kim wished draft review had occurred before a regional industry association meeting where preliminary figures leaked informally—timing was tight on their side, not ours, but earlier data handoff would have helped.
Flagship commission scope