Blog post —

February 16, 2021

How Perkins & Co adds client value by eliminating routine tasks with Fieldguide

Since 1986, Perkins & Co has provided assurance, advisory, and tax services to clients in the Pacific Northwest area. They focus on pairing sophisticated, big-firm resources with local-firm warmth and responsiveness to deliver an exceptional client experience. Perkins also boasts the #2 “Most Admired” rank among Oregon accounting firms and prioritizes investing not only in their business, but their people as well.

As Director of Assurance at Perkins, Peter Kwong views the manual, repetitive tasks inherent to many audit workflows, as one of the biggest pain points in the industry. The task of gathering and managing data using inefficient tools has become a major cause of burnout and fatigue among auditors. He believes that innovative technology that automates these types of tasks can save his team both time and sanity. 

“Entry-level accountants should be able to focus on doing the work they went to school for, instead of on manual, repetitive tasks.”

The Challenge

Prior to Fieldguide, engagement workflows at Perkins spanned across many platforms.  Data housed in emails, Excel workbooks, and Word templates had to be constantly updated and reconciled against each other. Performing these reconciliation rituals was both time-consuming and mind-numbing. Reaching a breaking point, Peter sought out technology to solve these challenges for his team.

“From a workflow standpoint, technology should make it easier for people to do their work.  There can be huge gains when someone develops a product or service that revolutionizes a simple process and provides clear and accurate information.”

The Solution

After seeing a demo of the Fieldguide platform, Peter immediately saw the value the solution provides in helping his teams automate manual tasks and end the reconciling rituals in their audit workflows. Eliminating these tedious tasks from the team’s workload would enable them to spend more time engaged in thoughtful analysis and creative value-add activities for clients.

“Fieldguide enables huge efficiencies by getting professionals out of administrative tasks, instead allowing them to focus more on analysis and value-add for their clients.”

Fieldguide could also facilitate clearer communication between the audit team and the client within an engagement. All client requests and documentation are centrally located on a two-sided platform easily accessible by both the client and audit team. The auditor could document their review of evidence and provide a timely response back to the client within Fieldguide –keeping engagement communications well organized.

“With Fieldguide, I can easily tell where I’m at with any client at any given point in time. The workflow displays clear responses between firm professionals and clients.”

The Results

Since implementing Fieldguide, the Perkins team has found it increasingly easier to track information and manage the request process across engagements. Both the internal team and client can now measure progress made on the engagement and track toward completion.

During the onboarding process, Peter found deploying Fieldguide to be swift and smooth. His teams got up to speed and working on the platform with just a few hours of formal and informal training.  The team appreciates Fieldguide's intuitive, easy-to-use interface and responsive customer support.

Without a modern workflow management tool such as Fieldguide, Peter believes CPA firms are missing out on efficiencies gained from streamlining workflows and eliminating manual tasks. Fieldguide enables his team to focus on what matters most – providing their clients with exceptional service. For this reason, he is looking forward to deploying Fieldguide across other service verticals in the near future.

Katrina Lyter

Business Development @ Fieldguide

Climber and outdoor enthusiast.

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