Case Study: Sanville & Company achieves a zero-comment PCAOB inspection and higher realization with Fieldguide

Sanville & Company passes PCAOB inspection with zero comment forms in under a year with Fieldguide

Sanville & Company, a boutique audit and tax firm, faced significant challenges with its previous audit platform, which was inflexible and created bottlenecks in its manual, sample-heavy processes for broker-dealer and fund audits. The firm needed a technology partner to help it quickly overhaul its methodology and prepare for new PCAOB compliance standards. They turned to Fieldguide for its audit and methodology platform.

By implementing Fieldguide, Sanville & Company built custom, standardized audit programs from scratch. The platform automated time-consuming tasks like sample selection and evidence tracing, which drastically reduced manual work. As a result, the firm passed its first PCAOB inspection with zero comment forms and saw blended realization rates on its lowest-margin engagements jump from $150–200 to over $250 per hour. Fieldguide also enabled the firm to complete its full platform and methodology overhaul in under a year, far faster than anticipated.

Sanville & Company