Understanding the ROI of Modern Technologies

A clear-eyed model of the financial return firms report from modernizing, built on a survey of 400 industry leaders.

What's inside the guide

Audit and advisory engagements are inherently complex, but the real daily drag on practitioners is volume: formatting reports, chasing client requests, double-checking information across files. This guide models what modernizing is actually worth, using reported outcomes from Fieldguide clients to build a six-category ROI model for a sample firm.

  • Fieldguide's AI Maturity Framework, and why the ROI available to a firm depends on where it sits on that spectrum
  • A six-category ROI model, covering engagement margins, new revenue, realization, new service lines, staff retention, and client churn
  • A total annual financial impact ranging from $864,000 to $2,145,000 for a sample firm

The firms that move first aren't just capturing efficiency gains. They're building institutional muscle that compounds: practitioners who know how to direct Field Agents, and a model their competitors will spend years trying to match.

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