Case Study: Holbrook & Manter saves 35-50% of hours per engagement with Fieldguide

How Holbrook & Manter Delivers Efficient Engagements With Fieldguide

Holbrook & Manter, a Columbus-based accounting and advisory firm, needed a better way to manage its growing Technology Risk Advisory practice. Before working with Fieldguide, the team struggled with legacy audit engagement software that was too rigid for their qualitative, controls-focused, risk-based engagements, and they had difficulty managing client documents, tracking requests, maintaining visibility, and keeping version control across disconnected tools.

With Fieldguide, Holbrook & Manter adopted a single, integrated platform built for risk and compliance workflows, giving the team one point of truth across engagements. Fieldguide centralized documents, requests, checklists, and status tracking, which improved consistency and visibility and reduced manual updates; as a result, the team is saving 35–50% of hours per engagement while also improving client satisfaction.

Holbrook & Manter

Pete Rife

Director of Technology Risk Advisory