Case Study: Maxwell Locke & Ritter grows risk & compliance practice 5x with Fieldguide

Maxwell Locke & Ritter grows risk & compliance practice 5X

Maxwell Locke & Ritter (ML&R), the largest locally-owned accounting firm in Central Texas, was rapidly growing its Risk & Compliance practice but struggled to keep up with demand using a patchwork of legacy tools like Suralink, Engagement, Google Docs, email, and Excel. The firm needed a more efficient way to manage SOC and risk advisory work in-house, and turned to Fieldguide for a modern platform built for risk and compliance engagements.

With Fieldguide, ML&R consolidated control lists, requests, testing, test results, and reports into one cloud-based system, replacing manual reconciliations and improving collaboration with clients and staff. The results were significant: within six months, ML&R could service 100% of engagement opportunities internally, grew headcount by 5x, and reported higher job satisfaction and easier recruitment thanks to the efficiency gains from Fieldguide.

Maxwell Locke & Ritter

Kate Williams

Risk Assurance & Advisory Partner