The goal isn’t to fix everything at once. It’s to stop repeating the same friction on every new client.
Expert insights from CPA Practice Advisor:
“Before changing anything at the firmwide level, map how client data arrives on several audit engagements. The goal is to establish a baseline. Track the steps between the initial request and a usable starting point. Count the cleanup hours. Note where the variability lives: which clients send clean data, which don’t and why. That baseline makes the internal case and gives you something concrete to measure against later. Once you have that picture, define what “standard” means for your practice.” — Justin Pulgrano, Crunchafi, from his article in CPA Practice Advisor
Read the full article on CPA Practice Advisor.
Interested in how firms are implementing audit data intake standardization most effectively? Schedule a Data Extraction demo with our team.