Research Reports

Now, for the first time, IOMA Research has created a new report for CPA firm partners and administrators that delves into all the important current and future trends that affect firm management, including 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 first-time IOMA Research Report covers all the critical issues that a responding firm partner described as “the ones that keep me awake at night”, including:

• Growth and how today’s firms are now managing it through strategic planning, assessment and leadership
• Planning and managing financial performance, including billing practices, strategic plans, cost savings, and other practice management areas
• How CPA firms are adapting strategies to a shifting marketplace
• 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 recent 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.