Brixey & Meyer Transforms Its Audit Practice with Modern Software

After evaluating several options, Brixey & Meyer chose Inflo as its new audit software. The team was impressed by Inflo’s roadmap, focus on data integration, and proven track record of innovation. “We wanted to be on the front side of technology,” Garrity said. “Inflo showed us they were serious about continuous improvement and client success.”

The firm began implementation in October 2024, just after its 401(k) audit season. Trainers from Inflo came onsite to deliver hands-on instruction, and the firm jumped straight into learning and applying the new platform. “The support from Inflo was outstanding,” Garrity said.

Each week during the first audit season, the firm met with its Inflo representative to discuss questions, share experiences, and resolve challenges. These regular check-ins kept the rollout on track and allowed the firm to document best practices internally.

From the start, the team focused on mastering the fundamentals. “We talked about it as crawl, walk, run,” Garrity explained. “We started with the basics to ensure high-quality audits, then gradually added more features as we became comfortable.”

By the end of the first season, Brixey & Meyer saw measurable improvements. The software gave teams better visibility into client data and simplified collaboration. It also improved how younger team members learned the audit process, providing more context earlier in the engagement and enhancing their ability to communicate with clients.

Recognizing the value of ongoing training, the firm invited Inflo back for a second round of workshops. “Now that we had real-world experience with the tool, the conversations were richer and more strategic,” Garrity said.

That training sparked the launch of the firm’s Inflo Excellence Initiative, a summer-long program dedicated to fully optimizing the software. The goal was simple: use the tool to its fullest capacity. “It is a pet peeve of mine when firms invest in technology but never use it to its potential,” Garrity noted. “We want to own the tool and make it part of who we are.”

For Brixey & Meyer, adopting new technology has been about more than efficiency. It reflects the firm’s commitment to growth, consistency, and quality. One of its guiding philosophies, “discipline equals freedom,” has shaped its approach. By establishing structured processes within the software, teams gain the freedom to think critically, explore issues more deeply, and serve clients more effectively.

The firm’s emphasis on positivity and team development has also been key to its success. “We could have complained about the forced change,” Garrity reflected, “but instead we saw it as a gift. Our team embraced the challenge, stayed positive, and made it work.”

Today, Brixey & Meyer continues to refine its use of the platform, holding monthly check-ins with its Inflo representative and actively engaging in the product roadmap. The firm’s long-term goal is to run with the technology, leveraging every feature to enhance audit quality, team development, and client satisfaction.

“We wouldn’t have made this change if we hadn’t been forced to,” Garrity said. “But looking back, it was the best thing that could have happened to us. We’re looking toward the future, and Inflo is the tool that will help us get there.”