Webinar & Video Case Study

Optimizing Engagements with Data

Discover how Kreischer Miller uses Insights by AuditDashboard

SPEAKERS

Elizabeth Carroll
Audit Technology Specialist
Kreischer Miller
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Stuart Cobbe
Product & Analytics
AuditDashboard
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Dave Mundy
President & Founder
AuditDashboard
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Overview

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, Audit Technology Specialist & Manager, 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.
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How Insights by AuditDashboard turns project activities and client interactions into actionable intelligence.
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Opportunities for Firms to improve firm scheduling and resource allocation through data-driven decision-making.

Videos

 Click play to explore how your firm can optimize engagements leveraging data and Insights.

42 minutes, 28 seconds

This video is packed with so much valuable insight we’d recommend watching it twice.

Why did MCM invest in AuditDashboard?

1 minute, 13 seconds

In this video, Nathan describes how MCM CPAs & Advisors has experienced significant growth over the past several years and how Audit Dashboard is helping to unify and standardize how MCM approaches and delivers their service, across multiple locations.

When did adopting AuditDashboard feel like the right choice?

4 minute, 10 seconds

In this video, Nathan describes the results he achieved with his first client and how he knew that the firm-wide implementation would be a success when his peers started asking when they could get access. Rachel adds how early feedback was encouraging and how little push back they received from client's throughout.

How does AuditDashboard compliment your service model?

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.

What AuditDashboard product features have been most helpful?

1 minute, 31 seconds

In this video, Nathan and Rachel describe how helpful it has been to access the detailed audit trails (eg. user activity, date stamps, complete file version history and communication) when documenting their work and how Audit Dashboard PBC requests help reduced email and prevent duplicate client requests.

Should you mention AuditDashboard in your prospective client proposals?

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.

How would you describe the service you receive from AuditDashboard?

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.