Case Study: Perkins & Co boosts efficiency and eliminates routine audit tasks with Fieldguide

How Perkins & Co Adds Client Value by Eliminating Routine Tasks With Fieldguide

Perkins & Co, an assurance, advisory, and tax firm in the Pacific Northwest, was dealing with audit workflows spread across emails, Excel workbooks, and Word templates. These manual reconciliation tasks were time-consuming and repetitive, creating inefficiency and burnout for the team.

Fieldguide provided a modern workflow management platform to automate routine audit tasks and eliminate reconciling rituals. With Fieldguide, Perkins & Co has made it easier to track information and manage request processes across engagements, allowing the team to spend more time on analysis and client service; while no hard numbers were given, the firm reported clear efficiency gains and is planning to expand Fieldguide to other service lines.

Perkins & Co

Peter Kwong

Director of Assurance