CPA Firm Management
Our CPA firm management products have been leaders in the financial, marketing and management initiatives taken by local, regional and international CPA firms. We're independent of the AICPA and all state societies, though our research and practical how-to information is regularly quoted as the go-to source, and we've worked with the Institute and others to provide key benchmarking data for managing partners, owners, and administrators.
Audio Conferences
10/30/08 CPA Firm Management: How to Overcome Multi-Generational Friction to Build & Retain a Winning Team
Audio ConferencesSubscription Products
Subscription ProductsActive Surveys
CPA Firm Critical Issues Survey
Critical issues are the concerns that keep you and your fellow owners awake at night, the ones that you may spend hours discussing—or avoiding. IOMA is conducting research into how partners and firms are handling these challenges. Won’t you please share your thoughts and ideas? Survey participants will receive an Executive Summary of the results, as well as a $100 discount on the complete Critical Issues Report. Please complete the survey by October 15, 2008.
Active SurveysResearch Reports
CPA Firm Statistical Analysis Reference Handbook 2008
Guide to CPA Firm Business Planning for 2008 and Beyond (Two-Volume Set)
CPA Firm Succession Planning: Effective Strategies for Owners & Partners
