Case Study: Yulishana improves audit efficiency with Suralink

Providing Clarity for Sole Practitioners and Large Firms

Yulishana, a new practice founded by Yuli Mihaylov after years at boutique and top 25 firms, needed a way to manage audits and PBC requests more efficiently. As a sole practitioner handling sensitive 401(k) and 403(b) plan work, 5500 filings, and regulatory inquiries, she wanted better access control, commenting, progress visibility, and a cost-effective solution that could replace spreadsheets, email, and limited file-transfer tools. Suralink’s request list and document management platform fit those needs.

Suralink provided a seamless implementation tailored to Yuli Mihaylov’s firm, with unlimited storage, roll-forward templates, and dashboard tracking for client status and engagement progress. The result was faster, easier project management and better visibility across engagements, with Mihaylov estimating at least 20–30 hours saved on a 100-hour engagement and overall efficiency gains of 15% or more.

Yulishana

Yuli Mihaylov

Founder