Reserve Ledger Organization

Who This Is For

Small firms — trading houses, family offices, cooperative treasuries — that hold institutional reserves across offline wallets and need a single, auditable ledger. If your custody records live in email threads, USB drives, and handwritten margin notes, this engagement brings them into one indexed register.

What You Receive

A bound institutional reserve ledger containing:

  • Chronological transaction register with wallet identifiers cross-referenced to source documents
  • Custody chain documentation linking each reserve movement to its authorizing officer
  • Index of cold-storage locations, key-holder assignments, and access logs
  • Gap analysis report noting missing receipts or unresolved entries
  • Attestation summary suitable for partner or auditor review

Scope and Exclusions

Included: Collection and cataloguing of existing wallet receipts, transfer confirmations, bank wire records, and custody notes; ledger structuring; two revision rounds; final handover session.

Excluded: Legal opinion on regulatory compliance, tax filing, blockchain forensic analysis, and ongoing monthly maintenance (available as a separate reconciliation engagement).

Process

  1. Intake consultation — We review your current record-keeping practices and identify documentation sources.
  2. Document collection — You provide access to physical and digital records; we catalog and date-stamp each item.
  3. Ledger construction — Entries are cross-referenced, gaps flagged, and the register indexed.
  4. Review session — You walk through the completed ledger with our specialist and approve final entries.
  5. Handover — Physical ledger volumes and a digital index are delivered to your designated custodian.

Preparation

Gather all wallet-related receipts, transfer confirmations, and custody agreements from the past 24 months. Designate one staff member who can answer questions about historical transactions.

Next Step

Request a scoping consultation through our contact page. We will respond within two business days with a preliminary timeline and quote range.

Engagement Details

  • Pricing basis: From ₩4,800,000; scope-dependent quote after initial review
  • Duration: 2–4 weeks typical
  • Location: Seoul metropolitan area; remote document review available
  • Delivered by: Senior ledger specialist with custody documentation experience

Request This Engagement