Case Study: FGMK cuts yearly audit planning from 100+ hours to 6 hours and boosts transparency with Smartsheet

FGMK Improves Data-Flow and Transparency

FGMK, a mid-sized professional services firm in Illinois offering assurance, tax, and advisory services, faced heavy administrative overhead across more than 1,000 annual audit and reporting engagements. Teams relied on emails, spreadsheets, and manual processes for document intake, scheduling, and client requests, which diverted time from billable, value-added client work and hindered collaboration and data flow.

FGMK rolled out Smartsheet firm‑wide to centralize communications, standardize workflows, and provide real‑time visibility. The platform cut yearly audit planning and scheduling from over 100 cumulative hours to just six hours, reduced manual effort, increased transparency for clients, and freed staff to focus on higher‑value work while enabling ongoing process improvements and broader adoption across practice areas.

FGMK

Michael Fernandez

Director of Quality Control