YHB | CPAs & Consultants set out to modernize their audit practice and they didn’t hold back.
In our latest case study, Matthew Smith, CPA, CCIFP, Assurance Practice Lead at YHB, shares how the firm is tackling its transformation head-on, embracing scalability, better user experiences, and smart integrations through Inflo.
Thinking about your own digital audit journey?
Watch the full story and see what it really takes to make the leap.
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So I'm Matt Smith. I'm the assurance practice lead at Whidbey. Whidbey is a top 100 firm based out of the DMV market. About 60 miles West of DC is where our corporate offices again covering that DC, Maryland and Virginia market. In terms of our assurance practice and kind of our firm, our assurance practice around $60 million firm and our assurance practice is around 20 of that strong emphasis in financial institutions, credit unions. Nonprofit construction in in general, Commercial Services, EP and then risk advisory services in terms of the driving factors behind our selection process in, in, in our next platform. And it really came down to scalability. You know, we're a middle market firm. We serve middle market clients. You know, we do have clients on the larger end and we have the clients on the small and we needed something that we could scale to size. The other piece is something that's tech driven. Something that's cloud based, the way that we currently operate is on on premise solution and that comes with with maintenance that comes with with network storage and servers. And so looking for that tech forward solution that's cloud based that we could also look at the integrations that it might have with other platforms, which of course one exciting part of of Inflow is that it's very AIF API friendly both in and out.
Accounting + Audit + Financial Reporting
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