Sanville & Company Customer Spotlight: Zero comment forms after a PCAOB inspection

Hear how a boutique audit firm got zero comment forms on its first PCAOB inspection on Fieldguide, and what it did for the firm's margins and busy season.

Nathan Hartgraves, Managing Partner at Sanville & Company, sat down with Fieldguide for a candid interview about his firm's experience on the platform, including the PCAOB inspection that followed.

As a boutique audit and tax firm serving broker-dealers, hedge funds, and mutual funds, Sanville & Company doesn't have room for inefficiency. Nathan shares what changed after the firm moved its broker-dealer audit practice onto Fieldguide, from busy season capacity to margins to the inspection itself.

In this interview, Nathan discusses:

• Why the payoff in margin and quality arrived in less than a year, well ahead of the year and a half to two years he expected.

• How sample selections of hundreds of transactions went from hours to minutes in some cases.

• How hourly realization on the firm's lowest-priced engagements moved from $150 to $200 to $250-plus, and in some cases $300 to $350.