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.
Subscription Products
Subscription ProductsActive Surveys
AOMAR's 2010 CPA FIRM PRACTICE MANAGEMENT SURVEY - 15th Edition
We’ve improved and enhanced the Accounting Office Management & Administration Report 2010 CPA Firm Practice Management Survey! The survey is shorter, easier to complete, and more focused on the key revenue and expense data your firm needs to stay competitive and profitable.
Please fill out the survey so that we can continue to share these key benchmarks and operational data with you and other CPA firms. In exchange for your valuable time, you'll receive an Executive Summary of the survey results and complimentary IOMA webinar recording of your choice. We are also pleased to offer a special gift for our valuable newsletter subscribers and those who have participated in our past surveys. You will receive a free copy of IOMA’s CPA Firm Succession Planning: Effective Strategies for Owners & Partners. Please respond to the survey by July 31, 2009.
Active SurveysResearch Reports
CPA Firm Client Satisfaction Report
CPA Firm Statistical Analysis Reference Handbook 2009
CPA Firm Succession Planning: Effective Strategies for Owners & Partners
