Fieldguide Customer Benchmark Report

Transforming Your Firm: The Impact of Smarter Engagements

Are you ready to transform your firm’s efficiency and drive unparalleled growth in a competitive and rapidly evolving market? Our comprehensive report reveals how Fieldguide empowers audit and advisory firms to overcome industry challenges, streamline operations, and position themselves as leaders. Using thousands of real-world engagements, we explore how firms are achieving up to 23% time savings by leveraging Fieldguide's AI and automation, ultimately turning reclaimed time into a strategic advantage. With Fieldguide, you're not just adapting to change—you’re shaping the future of your firm.

Gain Actionable Insights: Understand how Fieldguide’s solutions deliver measurable efficiency improvements and time savings based on real customer data.
Discover Growth Strategies: Learn how to leverage reclaimed time to pursue new business opportunities, expand practice areas, and enhance client relationships.
Enhance Competitiveness: Explore the technological advancements that position your firm as an industry leader and meet evolving client expectations.

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Industry leaders are transforming
their firms with Fieldguide

In this report, our customers illustrate how Fieldguide empowers them to fundamentally
reimagine how they allocate resources, serve clients, and drive growth.

“Software for accounting firms is notoriously outdated, slow, and hard to use.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