Fieldguide | Live Demo | CCK Strategies

Available On-Demand

Customer Spotlight | CCK Strategies

Hear how CCK Strategies transformed their audit practice by adopting Fieldguide.

Join Haley Legg, Audit & Assurance Leader at CCK Strategies, as she shares how her team scaled efficiently, improved audit quality, and enhanced client experience—all while navigating industry challenges like talent shortages and increasing demand.

In this session, you’ll learn how CCK Strategies:

Increased efficiency and reduced manual work across engagements
Accelerated staff onboarding and development using AI
Improved client collaboration and boosted satisfaction
Streamlined audit workflows while maintaining high-quality standards
Positioned their firm for scalable, long-term growth

Discover how modern audit teams are leveraging AI to move faster, work smarter, and deliver better outcomes.

Watch On-Demand

Trusted by industry leaders

Fieldguide is the modern, award-winning platform that powers many of
the largest advisory and audit firms.

“Software for accounting firms is notoriously outdated, slow, and hard to use. Fieldguide is different – itʼs a more streamlined, cloud-first approach.”

Kate Williams

Partner, Maxwell Locke & Ritter

Business Growth

Fieldguide innovations and efficiencies helped Maxwell Locke & Ritter grow their practice by 5X

"Fieldguide AI is a significant development to positively impact our firm and the larger Advisory Services industry. AI technology enables us to work both more strategically and efficiently."

Kurt Gresens

Managing Partner, Wipfli

66%

AI Efficiency

Fieldguide customers spend 66% less time drafting test procedures with AI

"Fieldguide makes engagements much more efficient. It is way faster to gather materials and much less back-and-forth is needed with our clients."

Chris Ellingwood

Principal, BerryDunn

50%

Efficiency Gains

BerryDunn has greater visibility throughout the audit process, helping reduce confusion over missing materials and aligning on open tasks

"Fieldguide helps us feel like we’re next to each other in the office, despite not being physically next to each other.”

Paul Perry

Practice Leader, Warren Averett

25%

Higher Realization

Warren Averett increased engagement realization by up to 25% with automated report generation and real-time collaboration on controls