Case Study: GRF CPAs & Advisors achieves 40% audit workflow time savings with Trullion

How GRF CPAs & Advisors Revolutionized Their Audit Workflow With Trullion

GRF CPAs & Advisors, a full-service professional services firm based in Bethesda, Maryland, needed a better way to maintain a competitive edge, centralize client documentation, and reduce the manual effort involved in audit testing and work paper preparation. To address these challenges, the firm looked to Trullion and its AI-powered audit tools to improve workflow efficiency and collaboration.

Trullion deployed its AI-powered audit suite at GRF CPAs & Advisors with white-glove support, helping the team scan, search, and organize documentation within a secure cloud-based platform. The result was a 40% reduction in workflow time, with GRF anticipating 50–90% future time savings, while also improving accuracy, increasing employee engagement, and freeing staff to focus on more strategic work.

GRF CPAs & Advisors

Tricia Katebini

Partner