Discover how Kreischer Miller uses Insights by AuditDashboard
When Kreischer Miller started using AuditDashboard, they asked an important question – how can we be as proactive as possible and use data to our advantage? Elizabeth Carroll, Director, Research & Development, kindly volunteered to sit down and share her first-hand experience analyzing data that has improved specific engagements and the firm on a macro level.
Highlights include:
Real-life examples of using Insights from AuditDashboard to track, debrief, and optimize engagements.
How Insights by AuditDashboard turns project activities and client interactions into actionable intelligence.
Opportunities for Firms to improve firm scheduling and resource allocation through data-driven decision-making.
42 minutes, 28 seconds
00:01:31 – Introductions & objectives
Elizabeth outlines her role (audit manager + tech specialist) and the goal of moving from retrospective analysis to proactive, data-driven engagement management.
00:04:44 – Real-time engagement data
Discovering the “All Engagements” report provided firm-wide visibility into client progress, enabling proactive follow-ups instead of bloated status meetings.
00:07:32 – Early warning system
Weekly emails flagged jobs scheduled within 3 weeks and under 50% complete, prompting teams to nudge clients before fieldwork began.
00:12:39 – From Excel to Power BI
The “Client Readiness” dashboard let managers self-serve, filter, and track client progress and staff utilization—connecting scheduled hours with client delays.
00:16:37 – Engagement Insights in action
The Engagement Performance report visualized requests submitted vs. accepted over time, with 80% milestones to decide when to start work.
00:17:52 – Case studies
Ideal client: 80% ready by Day 2, issued by end of February despite ASC 842.
Crisis client: turnover + cyber breach led to piecemeal work and missed deadlines.
Turnaround client: flagged as inefficient in prior year, transformed after better PBC and scheduling discipline.
00:34:12 – Firm-level improvements
Using data to calibrate schedules, benchmark chronic late clients, and even adjust fees.
00:38:23 – Change management
Dave emphasizes picking one KPI (e.g., client punctuality), tracking it weekly, and holding teams accountable to drive transformation.
58 seconds
In this video, Nathan describes how MCM uses AuditDashboard's PBC Request solution to deliver a more efficient, more connected, digital client experience that enhances their personal and professional approach but does not replace valuable face time with clients.
48 seconds
In this video, Nathan describes how MCM has started to include details about Audit Dashboard in their proposal process and how they have been able to differentiate themselves from their competition by articulating to prospects how Audit Dashboard helps enhance their service approach.
46 seconds
In this video, Nathan describes how little support has been required after implementation, how quickly AuditDashboard's Customer Success Team has responded to questions and how they've leveraged an internal champion team to disseminate learning internally.
Kreischer Miller is a leading regional, award winning, CPA firm providing accounting, tax, and advisory services to the Greater Philadelphia and Lehigh Valley areas. Kreischer Miller serves growth-oriented private companies through growth phases, business cycles, and ownership changes. Kreischer Miller is a member of BDO Alliance USA, one of the largest associations of independent accounting and professional service firms in the United States.
