Vavrinek, Trine, Day & Co., LLP needed to a way to create a standardized audit process across all offices. The firm implemented Wolters Kluwer’s Integrated Audit Approach, which provided them with a 50 to 80 percent time savings in the planning process for each and every audit. To learn about seeing audits differently visit CCHGroup.com/QualityAudit today.

1. Tax & Accounting
Vavrinek, Trine, Day & Co.,
LLP See Audits Differently
with Wolters Kluwer’s
Integrated Audit Approach
Case Study:
Integrated
Audit
Approach
When you have to be right

2. Vavrinek, Trine, Day & Co., LLP See Audits Differently with Wolters Kluwer’s Integrated Audit Approach2
Challenge: Vavrinek, Trine, Day & Co., LLP needed to a way to create a
standardized audit process across all offices. And it needed to move to
software with components that all integrate with each other.
Solution: The firm implemented Wolters Kluwer’s Integrated Audit Approach,
which provided them with a 50 to 80 percent time savings in the planning
process for each and every audit. The software also aligns with the AICPA
guidelines and focuses on the areas of greatest risk to ensure the highest
quality audit without over-auditing.
Revolutionizing Audits
Vavrinek, Trine, Day & Co., LLP moved to
Wolters Kluwer’s Integrated Audit Approach in
order to unify multiple offices, save auditors
time, improve audit quality, allow staff
members to work from anywhere, at any time,
share information easily, and have the peace
of mind that all data is secure and backed up
to the firm’s servers.
This top 100 CPA firm has more than 230
employees across nine offices in Rancho
Cucamonga (where the company is
headquarted), Pleasanton, Palo Alto, Fresno,
Laguna Hills, Sacramento, Riverside and
San Diego, California; and in Phoenix, Arizona.
“With CCH®
ProSystem fx®
Knowledge Coach, we have
a place where everything
goes and everyone can access
at any time. It provides
a standardized process
and structure across all of
our offices.”
— Nannette Casady,
Quality Control,
Vavrinek, Trine, Day & Co., LLP
Nannette Casady
Quality Control
Vavrinek, Trine, Day & Co., LLP
Los Angeles, California
Marilyn Brindle
Quality Control Partner
Vavrinek, Trine, Day & Co., LLP
Rancho Cucamonga, California
Jennifer Lightfoot
Quality Control Director
Vavrinek, Trine, Day & Co., LLP
Rancho Cucamonga, California

3. Vavrinek, Trine, Day & Co., LLP See Audits Differently with Wolters Kluwer’s Integrated Audit Approach 3
Major Gains with the Integrated
Audit Approach
At the foundation of Wolters Kluwer’s
Integrated Audit Approach is the Knowledge-
Based Audit (KBA) Methodology. KBA
relies on auditor judgment to drive the
audit process, improving audit quality
and minimizing over-auditing, in contrast
to past practices that use a checklist
mentality and add unnecessary steps. The
technology behind this unique approach
combines the dynamic content-driven
tools of CCH®
ProSystem fx®
Engagement,
CCH ProSystem fx Knowledge Coach and the
comprehensive content of CCH®
Accounting
Research Manager®
.
The firm moved to the Integrated Audit
Approach in order to take advantage of a
fully integrated end-to-end audit solution
that provides dynamic linking of procedures
to risks.
One time savings example from the Integrated
Audit Approach is how the firm is now able to
set up binder templates in CCH ProSystem fx
Knowledge Coach for each industry. The
templates use generic-type answers that
auditors can modify based on their clients.
“With this in place, our
auditors already start 50
to 80 percent through their
planning process. That’s an
enormous time savings for
our firm.”
— Casady
Another important technology piece is that
the solutions are designed to talk to each
other, seamlessly integrate and automatically
flow changes and updates throughout all
workpapers without requiring duplicate
data entry. This is something that the firm
couldn’t do before moving to Wolters Kluwer’s
Integrated Audit Approach.
Additionally, the Integrated Audit Approach
addresses the fast-changing legislation that
makes it challenging for firms to keep up to
date on all of the latest compliance issues. It
minimizes oversights and manages completion
with real-time alerts and diagnostics. Another
feature is “answer effects” that explain the
impact of certain actions. This allows users
to see the big picture, helping them develop
as auditors. In sum, the firm reports that the
resulting audits are of higher quality with no
risks overlooked.
“The Integrated Audit
Approach requires you to
follow the standards, so
you’re not over-auditing.
You are actually doing your
audit based on the risk, not
checklists, and everything
is clearly documented. In
addition to better audits, it
makes the job easier for our
auditors and makes the peer
review process easier, too.”
— Casady
“We’ve actually gotten
compliments on our audits
during peer reviews.”
— Casady

4. Vavrinek, Trine, Day & Co., LLP See Audits Differently with Wolters Kluwer’s Integrated Audit Approach4
The Benefits of Working from
Anywhere, Anytime
The firm describes CCH ProSystem fx
Knowledge Coach and the rest of the Wolters
Kluwer’s software as mobile friendly, which
enables staff members to perform audits in
the field, as well as work from a home office or
while out of town.
The ability to work from anywhere 24/7 results
in better work/life balance for staff members
and saves the firm money, Casady says.
“If you’re able to work from
home, you’re saving the client
money — and you’re saving
the firm money.”
— Casady
Best Practices for Moving to the Integrated
Audit Approach
The firm advises other firms making the move
to Wolters Kluwer to plan the training aspect
of the migration before making the move. The
Wolters Kluwer team can walk staff members
through the CCH ProSystem fx Knowledge
Coach system and bring the firm up to speed
on all the software components. Or, better
yet, a firm can turn to the School of Audit,
which trains staff on the best ways to use the
software, along with the premises of Wolters
Kluwer’s Integrated Audit Approach.
Casady also suggests that other firms put in
the time upfront to set everything up properly,
taking care of tasks such as pre-populating
the binder templates.
“You have to do the set up
work the first year so that
you see a lot of benefits the
next year. Then when you
roll something forward, the
software does all of the work
for you. If you’re a large
firm or even a small firm,
that’s money saved. By the
second year, we had all our
managers saying, ‘OK, we
absolutely love this.’”
— Casady
Top Reasons Vavrinek Trine Day & Co. Chose
Wolters Kluwers
1. Wolters Kluwer is a stable company.
“Wolters Kluwer has proven their existence
with products that firms have been using for
years and years.” — Marilyn Brindle, Quality
Control Partner, Vavrinek, Trine, Day & Co., LLP
2. Wolters Kluwer views accounting firms as
partners and constantly advances technology.
“I think having a company that works with you
and really wants to understand your needs and
what will help you serve your clients better is
important. Wolters Kluwer is always trying to
be innovative.” — Casady
3. Wolters Kluwer’s offers outstanding
technical support.
“Wolters Kluwer is very supportive and, when
you do have an issue or an improvement, they
listen to you.” — Brindle

5. Vavrinek, Trine, Day & Co., LLP See Audits Differently with Wolters Kluwer’s Integrated Audit Approach 5
A Smart Move
The firm encourages other firms to adopt the
Integrated Audit Approach based on its own
success with it.
“We would fully recommend
CCH ProSystem fx Knowledge
Coach and the Integrated
Audit Approach to other
firms because it helps a firm
gain substantial efficiencies
across the board.”
— Brindle
Attending Annual User Conference Is
a Must
The firm sent staff members to the
most recent CCH Connections: User
Conference to discover the latest
technologies, gain best practices and
learn about Wolters Kluwer’s newest
solutions. The valuable insights they
took away will help them to streamline
their processes and create new
efficiencies, increase billable hours, and
attract and retain talent and clients.
The firm benefited from being able
to network with peers and see how
to improve their own operations. The
firm also was able to learn about new
software features and share that with
the rest of the staff members.
“This is my first time
attending, and it’s great
to be able to sit down
with other users and
see ways that we can
improve on what we do.”
— Jennifer Lightfoot,
Quality Control Director,
Vavrinek, Trine, Day & Co., LLP

6. When you have to be right
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Contact information:
Wolters Kluwer
2700 Lake Cook Road
Riverwoods, IL 60015
United States
800-739-9998
6/16 2016-1137
Please visit CCHGroup.com/QualityAudit
for more information.