Research Reports

With this exclusive report form IOMA Research, CPA firm partners and administrators can delve into all the important issues that affect firm management. Learn about competitive practices, managing growth, addressing the staffing crisis, strategic planning.... and much more.

Based on survey responses from CPA firm partners, administrators and other firm leaders, this report covers all the critical issues that a responding firm partner described as "the ones that keep me awake at night."

Explore the key strategy issues for CPA firms, based on the detailed survey responses of hundreds of CPA firm partners, managing partners, administrators and other leaders.

This exclusive Report from IOMA covers:

• How CPA firms are adapting strategies in a shifting marketplace
• Planning and managing financial performance, including billing practices, strategic plans, cost savings, and other practice management areas
• Changes in recruiting and retention, as well as the ongoing staffing challenge
• How ownership is being affected by strategic issues such as partner accountability, ownership structure, partner compensation, retirement planning, and the expansion of non-equity ownership
• The growing emphasis on training at CPA firms
• How competitive practices are changing

In addition to the analysis of the data gathered from this exclusive IOMA survey, the report includes the 'stories' behind the data, plus nine case studies of how individual firms are approaching these issues.

No-Risk Web Offer: You get IOMA's Ironclad 100% Money-Back Guarantee: if you're dissatisfied with your print report for any reason, return it within 30 days and you'll receive a full refund — with no questions asked. (Sorry, IOMA cannot grant refunds on electronic purchases.)

Click here to review this report's Table of Contents and Introduction.